Purchases and Sales Made in Q1 2024 in Twilio Inc (TWLO)
This table provides information about the institutional ownership of Twilio Inc (TWLO) during Q1 2024. 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 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$1.24K - $1.64K
|
22
$2.67K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
19+ 1.2% |
$1.07K - $1.42K
|
1.6K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 22.09% |
$1.07K - $1.42K
|
105
$12.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 27.12% |
$900 - $1.19K
|
75
$9.11K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
16+ 0.03% |
$900 - $1.19K
|
47.3K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16+ 42.11% |
$900 - $1.19K
|
54
$6.56K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15New |
$844 - $1.12K
|
15
$1.82K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$844 - $1.12K
|
15
$1.82K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 4.39% |
$844 - $1.12K
|
357
$43.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$675 - $895
|
12
$1.46K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 34.38% |
$619 - $820
|
43
$5.22K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11+ 0.19% |
$619 - $820
|
5.72K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10New |
$563 - $746
|
10
$1.21K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 33.33% |
$450 - $597
|
32
$3.89K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 400.0% |
$450 - $597
|
10
$1.21K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$281 - $373
|
5
$607
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.02% |
$225 - $298
|
22.9K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 9.76% |
$225 - $298
|
45
$5.47K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3New |
$169 - $224
|
3
$364
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.12% |
$169 - $224
|
52
$6.32K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.82% |
$113 - $149
|
112
$13.6K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$56.3 - $74.6
|
1
$121
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 10.0% |
$56.3 - $74.6
|
11
$1.34K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$56.3 - $74.6
|
5
$607
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 1.1% |
$56.3 - $74.6
|
90
$10.9K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.68% |
$56.3 - $74.6
|
145
$17.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.32% |
$113 - $149
|
622
$75.6K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.63% |
$169 - $224
|
473
$57.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 2.42% |
$169 - $224
|
121
$14.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.41% |
$281 - $373
|
1.23K
$149K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5- 0.31% |
$281 - $373
|
1.63K
$198K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8Closed |
$450 - $597
|
0
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 40.0% |
$450 - $597
|
12
$1.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-10Closed |
$563 - $746
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 8.2% |
$563 - $746
|
112
$13.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 13.33% |
$563 - $746
|
65
$7.9K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11- 0.08% |
$619 - $820
|
13.4K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-11- 7.19% |
$619 - $820
|
142
$17.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 5.26% |
$788 - $1.04K
|
252
$30.6K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-21- 21.21% |
$1.18K - $1.57K
|
78
$9.48K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.5% |
$1.29K - $1.72K
|
4.56K
$554K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-27- 72.97% |
$1.52K - $2.01K
|
10
$1.21K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-29- 0.72% |
$1.63K - $2.16K
|
4K
$486K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-34- 0.32% |
$1.91K - $2.54K
|
10.6K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 87.5% |
$1.97K - $2.61K
|
5
$607
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-41- 11.95% |
$2.31K - $3.06K
|
302
$36.7K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-49- 48.51% |
$2.76K - $3.65K
|
52
$6.32K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-49- 1.06% |
$2.76K - $3.65K
|
4.57K
$555K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 20.0% |
$2.81K - $3.73K
|
200
$24.3K
|