Purchases and Sales Made in Q1 2023 in Twilio Inc (TWLO)
This table provides information about the institutional ownership of Twilio Inc (TWLO) during Q1 2023. The information is specifically focused on institutions that hold shares of TWILIO INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
223+ 1.39% |
$11.2K - $16.8K
|
16.2K
$2.39M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
221+ 58.93% |
$11.1K - $16.7K
|
596
$87.6K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
205+ 976.19% |
$10.3K - $15.5K
|
226
$33.2K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
197+ 207.37% |
$9.88K - $14.9K
|
292
$42.9K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$9.68K - $14.6K
|
193
$28.4K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
188+ 0.75% |
$9.43K - $14.2K
|
25.4K
$3.73M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
183+ 1525.0% |
$9.18K - $13.8K
|
195
$28.7K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
181+ 1.57% |
$9.08K - $13.7K
|
11.7K
$1.72M
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
150+ 1.02% |
$7.53K - $11.3K
|
14.9K
$2.18M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
144+ 28.46% |
$7.22K - $10.9K
|
650
$95.5K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
141+ 121.55% |
$7.07K - $10.6K
|
257
$37.8K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
138+ 1.26% |
$6.92K - $10.4K
|
11.1K
$1.63M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
135New |
$6.77K - $10.2K
|
135
$19.8K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
131New |
$6.57K - $9.88K
|
131
$19.3K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
120+ 6.42% |
$6.02K - $9.05K
|
1.99K
$292K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
120+ 19.14% |
$6.02K - $9.05K
|
747
$110K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
113+ 753.33% |
$5.67K - $8.53K
|
128
$18.8K
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
103+ 1.29% |
$5.17K - $7.77K
|
8.08K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
102+ 1.73% |
$5.12K - $7.7K
|
5.99K
$880K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$5.02K - $7.55K
|
100
$14.7K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.33% |
$5.02K - $7.55K
|
30.4K
$4.47M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 0.54% |
$4.92K - $7.39K
|
18.3K
$2.69M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
80+ 160.0% |
$4.01K - $6.04K
|
130
$19.1K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
80+ 363.64% |
$4.01K - $6.04K
|
102
$15K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
80New |
$4.01K - $6.04K
|
80
$11.8K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
77+ 0.61% |
$3.86K - $5.81K
|
12.8K
$1.88M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76+ 0.18% |
$3.81K - $5.73K
|
43.4K
$6.38M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
70+ 7000.0% |
$3.51K - $5.28K
|
71
$10.4K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
68+ 61.26% |
$3.41K - $5.13K
|
179
$26.3K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
66+ 30.56% |
$3.31K - $4.98K
|
282
$41.4K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 36.2% |
$2.96K - $4.45K
|
222
$32.6K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
54+ 3.19% |
$2.71K - $4.07K
|
1.75K
$257K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
54+ 46.55% |
$2.71K - $4.07K
|
170
$25K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
50+ 0.66% |
$2.51K - $3.77K
|
7.62K
$1.12M
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
50New |
$2.51K - $3.77K
|
50
$7.35K
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
43New |
$2.16K - $3.24K
|
43
$6.32K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 31.06% |
$2.06K - $3.09K
|
173
$25.4K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38+ 6.54% |
$1.91K - $2.87K
|
619
$91K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.51K - $2.26K
|
30
$4.41K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.37% |
$1.25K - $1.89K
|
6.73K
$989K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 60.0% |
$1.05K - $1.58K
|
56
$8.23K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21+ 0.48% |
$1.05K - $1.58K
|
4.36K
$640K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 27.27% |
$903 - $1.36K
|
84
$12.3K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
18+ 0.98% |
$903 - $1.36K
|
1.86K
$273K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 14.29% |
$803 - $1.21K
|
128
$18.8K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
16+ 266.67% |
$803 - $1.21K
|
22
$3.23K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
15New |
$753 - $1.13K
|
15
$2.2K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15+ 0.24% |
$753 - $1.13K
|
6.23K
$916K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14New |
$702 - $1.06K
|
14
$2.06K
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13+ 0.06% |
$652 - $981
|
21K
$3.09M
|