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 02, 2023
Q4 2022
|
Pariax, LLC
|
BUY
|
- |
2.05K+ 14.59% |
$86.4K - $160K
|
16.1K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-426- 7.32% |
$17.9K - $33.2K
|
5.4K
$599K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-5.13K- 42.34% |
$216K - $400K
|
6.99K
$776K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20Closed |
$842 - $1.56K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
100+ 33.33% |
$4.21K - $7.8K
|
400
$44.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5KNew |
$210K - $390K
|
5K
$555K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
531New |
$22.3K - $41.4K
|
531
$59K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-92.1K- 91.04% |
$3.88M - $7.19M
|
9.06K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
CALL |
-62.5K- 91.24% |
$2.63M - $4.88M
|
6K
$666K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-70- 50.0% |
$2.95K - $5.46K
|
70
$7.77K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-78- 19.26% |
$3.28K - $6.09K
|
327
$36.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4New |
$168 - $312
|
4
$444
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-5.21K- 49.23% |
$219K - $406K
|
5.37K
$596K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-514- 10.06% |
$21.6K - $40.1K
|
4.6K
$511K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4- 10.53% |
$168 - $312
|
34
$3.78K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-30- 75.0% |
$1.26K - $2.34K
|
10
$1.11K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
64New |
$2.69K - $4.99K
|
64
$7.11K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-38- 35.19% |
$1.6K - $2.97K
|
70
$7.77K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.03KClosed |
$338K - $627K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
215New |
$9.05K - $16.8K
|
215
$23.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-560- 7.34% |
$23.6K - $43.7K
|
7.07K
$785K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1.5KNew |
$63.1K - $117K
|
1.5K
$167K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
238+ 0.55% |
$10K - $18.6K
|
43.8K
$4.86M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
153New |
$6.44K - $11.9K
|
153
$17K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8New |
$337 - $624
|
8
$888
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$2.19K - $4.06K
|
52
$5.78K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.32KNew |
$224K - $415K
|
5.32K
$590K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
60New |
$2.52K - $4.68K
|
60
$6.66K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 80.0% |
$4.21K - $7.8K
|
25
$2.78K
|
|
| Q3 2022 | |||||||
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
95New |
$6.26K - $9.33K
|
95
$10.6K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-285Closed |
$18.8K - $28K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-61Closed |
$4.02K - $5.99K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$13.2K - $19.6K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-103- 80.47% |
$6.79K - $10.1K
|
25
$2.78K
|
|
|
Nov 15, 2022
Q3 2022
|
Emj Capital Ltd.
Toronto, A6 |
BUY
|
- |
7KNew |
$462K - $687K
|
7K
$777K
|
|
|
Nov 15, 2022
Q3 2022
|
Emj Capital Ltd.
Toronto, A6 |
BUY
|
CALL |
65K+ 325.0% |
$4.29M - $6.38M
|
85K
$9.44M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$65.9 - $98.2
|
1
$111
|
|
|
Nov 14, 2022
Q3 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
10K+ 40.0% |
$659K - $982K
|
35K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
984+ 42.71% |
$64.9K - $96.6K
|
3.29K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.8K- 69.67% |
$1.63M - $2.43M
|
10.8K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10KNew |
$659K - $982K
|
10K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-25.6K- 20.17% |
$1.69M - $2.52M
|
101K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-155- 60.55% |
$10.2K - $15.2K
|
101
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4.44K+ 75.54% |
$293K - $436K
|
10.3K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
47+ 1.6% |
$3.1K - $4.61K
|
2.98K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.9KClosed |
$191K - $284K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
6.62KNew |
$436K - $650K
|
6.62K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
11KNew |
$725K - $1.08M
|
11K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
13.4KNew |
$881K - $1.31M
|
13.4K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Triatomic Management LP
New York, NY |
BUY
|
- |
32.3KNew |
$2.13M - $3.17M
|
32.3K
$3.58M
|
|