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 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
165New |
$52K - $73.2K
|
165
$18.5K
|
|
May 11, 2021
Q1 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-552KClosed |
$174M - $245M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.96KClosed |
$932K - $1.31M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-24.2KClosed |
$7.62M - $10.7M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1KClosed |
$315K - $443K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Adams Street Partners LLC
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$1.42M - $1.99M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-2.02KClosed |
$637K - $896K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-48Closed |
$15.1K - $21.3K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.85KClosed |
$583K - $820K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$3.47K - $4.88K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-5Closed |
$1.58K - $2.22K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-13.1KClosed |
$4.12M - $5.8M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5.41KClosed |
$1.7M - $2.4M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.14K+ 83.44% |
$359K - $505K
|
2.5K
$280K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-72Closed |
$22.7K - $31.9K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-123Closed |
$38.8K - $54.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$12.6K - $17.7K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.76KClosed |
$2.76M - $3.89M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.53KClosed |
$481K - $678K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.91KClosed |
$600K - $845K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.08KClosed |
$970K - $1.36M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Clear Street Markets LLC
|
BUY
|
- |
4.2KNew |
$1.32M - $1.86M
|
4.2K
$470K
|
|
Apr 08, 2021
Q1 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-4.03KClosed |
$1.27M - $1.79M
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2023
Q4 2020
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
3.59KNew |
$923K - $1.33M
|
3.59K
$402K
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
724New |
$186K - $268K
|
724
$81K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-42Closed |
$10.8K - $15.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-37Closed |
$9.51K - $13.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-400Closed |
$103K - $148K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-1.02KClosed |
$261K - $376K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.19KClosed |
$304K - $439K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-4.17KClosed |
$1.07M - $1.55M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1KClosed |
$257K - $371K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-902Closed |
$232K - $334K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.83KClosed |
$471K - $679K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-4.98KClosed |
$1.28M - $1.85M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.3KNew |
$334K - $482K
|
1.3K
$146K
|
|
Feb 12, 2021
Q4 2020
|
Oberndorf William E
San Francisco, CA |
SELL
|
- |
-17.2KClosed |
$4.42M - $6.38M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
SELL
|
- |
-2.03KClosed |
$520K - $751K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-950Closed |
$244K - $352K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
CALL |
-200Closed |
$51.4K - $74.2K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
100New |
$25.7K - $37.1K
|
100
$11.2K
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4Closed |
$1.03K - $1.48K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-150Closed |
$38.5K - $55.6K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
60New |
$15.4K - $22.2K
|
60
$6.72K
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2Closed |
$514 - $742
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20- 50.0% |
$5.14K - $7.42K
|
20
$2.24K
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-73Closed |
$18.8K - $27.1K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.01KClosed |
$260K - $375K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.62KClosed |
$415K - $599K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-183Closed |
$47K - $67.8K
|
0
$0
|