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 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14New |
$702 - $1.06K
|
14
$1.65K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13+ 0.06% |
$652 - $981
|
21K
$2.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 0.07% |
$552 - $830
|
16K
$1.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
11New |
$552 - $830
|
11
$1.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 11.46% |
$552 - $830
|
107
$12.6K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
11+ 0.35% |
$552 - $830
|
3.18K
$375K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$502 - $755
|
10
$1.18K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
9New |
$452 - $679
|
9
$1.06K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 29.03% |
$452 - $679
|
40
$4.72K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 14.06% |
$452 - $679
|
73
$8.61K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 9.52% |
$401 - $604
|
92
$10.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$301 - $453
|
6
$707
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 2.5% |
$251 - $377
|
205
$24.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 25.0% |
$251 - $377
|
25
$2.95K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$201 - $302
|
4
$472
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4New |
$201 - $302
|
4
$472
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$201 - $302
|
4
$472
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$201 - $302
|
4
$472
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 33.33% |
$100 - $151
|
8
$943
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$100 - $151
|
2
$236
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 2.5% |
$50.2 - $75.5
|
41
$4.83K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$50.2 - $75.5
|
4
$472
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.5% |
$50.2 - $75.5
|
202
$23.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.82% |
$50.2 - $75.5
|
56
$6.6K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 22.73% |
$251 - $377
|
17
$2K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-5- 0.46% |
$251 - $377
|
1.08K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5- 0.01% |
$251 - $377
|
43.7K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5- 1.14% |
$251 - $377
|
435
$51.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 23.33% |
$351 - $528
|
23
$2.71K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-8- 50.0% |
$401 - $604
|
8
$943
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9- 81.82% |
$452 - $679
|
2
$236
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-10- 0.1% |
$502 - $755
|
9.58K
$1.13M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11Closed |
$552 - $830
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15- 0.31% |
$753 - $1.13K
|
4.87K
$574K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 23.08% |
$753 - $1.13K
|
50
$5.89K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 28.57% |
$1K - $1.51K
|
50
$5.89K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23- 51.11% |
$1.15K - $1.74K
|
22
$2.59K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-23- 0.26% |
$1.15K - $1.74K
|
8.82K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-24- 0.27% |
$1.2K - $1.81K
|
8.96K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-26- 5.37% |
$1.3K - $1.96K
|
458
$54K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 37.5% |
$1.51K - $2.26K
|
50
$5.89K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-34- 7.87% |
$1.71K - $2.57K
|
398
$46.9K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-45- 8.74% |
$2.26K - $3.4K
|
470
$55.4K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-49- 59.04% |
$2.46K - $3.7K
|
34
$4.01K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-52- 0.81% |
$2.61K - $3.92K
|
6.4K
$754K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 2.45% |
$2.61K - $3.92K
|
2.07K
$244K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-66- 7.04% |
$3.31K - $4.98K
|
871
$103K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-71- 1.27% |
$3.56K - $5.36K
|
5.54K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 88.24% |
$3.76K - $5.66K
|
10
$1.18K
|