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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$201 - $302
|
4
$486
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
135New |
$6.77K - $10.2K
|
135
$16.4K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
25.3KNew |
$1.27M - $1.91M
|
25.3K
$3.07M
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
943KNew |
$47.3M - $71.2M
|
943K
$115M
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$100 - $151
|
2
$243
|
|
May 04, 2023
Q1 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
3.01KNew |
$151K - $227K
|
3.01K
$365K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$201 - $302
|
4
$486
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$151K - $227K
|
3.01K
$365K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.5% |
$50.2 - $75.5
|
202
$24.5K
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.39K- 41.13% |
$170K - $256K
|
4.85K
$589K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
16+ 266.67% |
$803 - $1.21K
|
22
$2.67K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-92- 1.0% |
$4.62K - $6.94K
|
9.09K
$1.1M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-49- 59.04% |
$2.46K - $3.7K
|
34
$4.13K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
9New |
$452 - $679
|
9
$1.09K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
565New |
$28.3K - $42.6K
|
565
$68.6K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.45KNew |
$173K - $260K
|
3.45K
$419K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.2KNew |
$161K - $242K
|
3.2K
$389K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
11New |
$552 - $830
|
11
$1.34K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$50.2 - $75.5
|
4
$486
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
15New |
$753 - $1.13K
|
15
$1.82K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9- 81.82% |
$452 - $679
|
2
$243
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-600- 6.32% |
$30.1K - $45.3K
|
8.9K
$1.08M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.14KNew |
$157K - $237K
|
3.14K
$381K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.01KNew |
$151K - $227K
|
3.01K
$365K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23- 51.11% |
$1.15K - $1.74K
|
22
$2.67K
|
|
Q4 2022 | |||||||
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15New |
$631 - $1.17K
|
15
$1.82K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-165- 88.24% |
$6.94K - $12.9K
|
22
$2.67K
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-286K- 99.99% |
$12M - $22.3M
|
24
$2.92K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
95New |
$4K - $7.41K
|
95
$11.5K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$42.1 - $78
|
1
$121
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
44+ 366.67% |
$1.85K - $3.43K
|
56
$6.8K
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19.3K- 65.91% |
$813K - $1.51M
|
9.99K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50New |
$2.1K - $3.9K
|
50
$6.07K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 10.26% |
$168 - $312
|
35
$4.25K
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
368K+ 264.59% |
$15.5M - $28.7M
|
507K
$61.6M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.29MNew |
$181M - $335M
|
4.29M
$522M
|
|
Feb 14, 2023
Q4 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
30KNew |
$1.26M - $2.34M
|
30K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
126KNew |
$5.31M - $9.85M
|
126K
$15.3M
|
|
Feb 14, 2023
Q4 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$231K - $429K
|
5.5K
$668K
|
|
Feb 14, 2023
Q4 2022
|
Mass Ave Global Inc.
New York, NY |
BUY
|
- |
55KNew |
$2.31M - $4.29M
|
55K
$6.68M
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
113KNew |
$4.76M - $8.82M
|
113K
$13.7M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.63KNew |
$405K - $751K
|
9.63K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.06KNew |
$44.6K - $82.7K
|
1.06K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11New |
$463 - $858
|
11
$1.34K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
171K+ 56.04% |
$7.19M - $13.3M
|
476K
$57.8M
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
4.23K+ 141.93% |
$178K - $330K
|
7.21K
$876K
|
|
Feb 13, 2023
Q4 2022
|
Coatue Management LLC
New York, NY |
BUY
|
- |
545K+ 403.63% |
$22.9M - $42.5M
|
680K
$82.6M
|
|
Feb 13, 2023
Q4 2022
|
Thrive Capital Management, LLC
New York, NY |
BUY
|
- |
85+ 2.16% |
$3.58K - $6.63K
|
4.03K
$489K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 15.85% |
$128K - $237K
|
22.2K
$2.7M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-434- 94.35% |
$18.3K - $33.9K
|
26
$3.16K
|