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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.1KNew |
$1.06M - $1.64M
|
21.1K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Contrarius Investment Management LTD
St. Helier, Y9 |
BUY
|
- |
1.05MNew |
$53M - $82.1M
|
1.05M
$128M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
44+ 8.64% |
$2.21K - $3.43K
|
553
$67.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$402 - $623
|
8
$972
|
|
|
Feb 12, 2024
Q4 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
4.9KNew |
$246K - $381K
|
4.9K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-857- 14.36% |
$43K - $66.7K
|
5.11K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-14.5K- 77.37% |
$729K - $1.13M
|
4.25K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.42KNew |
$222K - $344K
|
4.42K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4K- 51.28% |
$201K - $311K
|
3.8K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$502 - $779
|
10
$1.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 4.67% |
$351 - $545
|
157
$19.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37New |
$1.86K - $2.88K
|
37
$4.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-188- 43.72% |
$9.44K - $14.6K
|
242
$29.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
129KNew |
$6.47M - $10M
|
129K
$15.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-240- 4.07% |
$12K - $18.7K
|
5.65K
$686K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.85KNew |
$243K - $377K
|
4.85K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-517- 33.86% |
$25.9K - $40.2K
|
1.01K
$123K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
- |
-3.43K- 52.13% |
$172K - $267K
|
3.15K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.9KNew |
$246K - $381K
|
4.9K
$595K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.28K- 7.87% |
$64K - $99.3K
|
14.9K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.46KNew |
$173K - $269K
|
3.46K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
192+ 14.96% |
$9.64K - $14.9K
|
1.48K
$179K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.2K- 44.95% |
$110K - $171K
|
2.69K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7New |
$351 - $545
|
7
$850
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 5.26% |
$50.2 - $77.9
|
20
$2.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-219K- 5.36% |
$11M - $17M
|
3.86M
$469M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-3.48K- 55.38% |
$174K - $271K
|
2.8K
$340K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-590- 15.24% |
$29.6K - $45.9K
|
3.28K
$399K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.95KNew |
$148K - $230K
|
2.95K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
38New |
$1.91K - $2.96K
|
38
$4.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.74KNew |
$137K - $213K
|
2.74K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$351 - $545
|
7
$850
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
149New |
$7.48K - $11.6K
|
149
$18.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-500- 7.14% |
$25.1K - $38.9K
|
6.5K
$790K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-40- 10.7% |
$2.01K - $3.11K
|
334
$40.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
2KNew |
$100K - $156K
|
2K
$243K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
336+ 7.08% |
$16.9K - $26.2K
|
5.09K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-20- 0.31% |
$1K - $1.56K
|
6.41K
$778K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-139- 3.08% |
$6.98K - $10.8K
|
4.38K
$532K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
75New |
$3.76K - $5.84K
|
75
$9.11K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 25.0% |
$2.51K - $3.89K
|
150
$18.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-505- 9.06% |
$25.3K - $39.3K
|
5.07K
$616K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-231- 3.11% |
$11.6K - $18K
|
7.2K
$874K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
39New |
$1.96K - $3.04K
|
39
$4.74K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.89KNew |
$145K - $225K
|
2.89K
$351K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-30Closed |
$1.51K - $2.34K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
20KNew |
$1.15M - $1.39M
|
20K
$2.43M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-637Closed |
$36.6K - $44.3K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-162K- 97.8% |
$9.29M - $11.2M
|
3.64K
$442K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6New |
$345 - $417
|
6
$729
|
|