Latest Institutional Transactions on Twilio Inc (TWLO)
This table provides information on the latest institutional transactions involving Twilio Inc (TWLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.87KNew |
$119K - $214K
|
1.87K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.12% |
$255 - $460
|
3.42K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.06KNew |
$386K - $697K
|
6.06K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.9KNew |
$121K - $219K
|
1.9K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
2KNew |
$127K - $230K
|
2K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.97KNew |
$126K - $227K
|
1.97K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
97.5KNew |
$6.21M - $11.2M
|
97.5K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$151K - $273K
|
2.38K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 2.22% |
$63.7 - $115
|
44
$5.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.37KNew |
$215K - $387K
|
3.37K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.7K- 4.17% |
$108K - $195K
|
39.1K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.46K+ 27.99% |
$221K - $398K
|
15.8K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.06KNew |
$131K - $237K
|
2.06K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
699+ 95.36% |
$44.5K - $80.4K
|
1.43K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
200New |
$12.7K - $23K
|
200
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
781+ 129.73% |
$49.8K - $89.8K
|
1.38K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
744+ 133.09% |
$47.4K - $85.5K
|
1.3K
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.41KNew |
$154K - $278K
|
2.41K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 25.0% |
$637 - $1.15K
|
50
$6.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 38.94% |
$85.7K - $155K
|
2.11K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-55- 82.09% |
$3.51K - $6.32K
|
12
$1.46K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
160New |
$10.2K - $18.4K
|
160
$19.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$137K - $248K
|
2.16K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.13KNew |
$136K - $245K
|
2.13K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.1KNew |
$70.1K - $126K
|
1.1K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.85KNew |
$118K - $213K
|
1.85K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$765 - $1.38K
|
12
$1.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-4.4K- 44.9% |
$280K - $506K
|
5.4K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.53KNew |
$161K - $291K
|
2.53K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.29KNew |
$210K - $378K
|
3.29K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
29+ 263.64% |
$1.85K - $3.33K
|
40
$4.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
46+ 61.33% |
$2.93K - $5.29K
|
121
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-56- 31.46% |
$3.57K - $6.44K
|
122
$14.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.9KNew |
$121K - $219K
|
1.9K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Advisory Hong Kong LTD
|
SELL
|
- |
-247K- 98.41% |
$15.8M - $28.4M
|
4K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.35KNew |
$150K - $270K
|
2.35K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-475- 24.05% |
$30.3K - $54.6K
|
1.5K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20New |
$1.27K - $2.3K
|
20
$2.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$127K - $230K
|
2K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
9.66KNew |
$615K - $1.11M
|
9.66K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 12.5% |
$63.7 - $115
|
9
$1.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.5KNew |
$159K - $287K
|
2.5K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
7.81KNew |
$498K - $898K
|
7.81K
$949K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.16KNew |
$137K - $248K
|
2.16K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
97New |
$6.18K - $11.2K
|
97
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$159K - $288K
|
2.5K
$304K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-43- 22.28% |
$2.74K - $4.94K
|
150
$18.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
46New |
$2.93K - $5.29K
|
46
$5.59K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2New |
$127 - $230
|
2
$243
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.32KNew |
$275K - $497K
|
4.32K
$525K
|