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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 95.12% |
$282K - $431K
|
178
$22.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
299KNew |
$24.3M - $37.2M
|
299K
$37.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-11.1K- 42.08% |
$904K - $1.38M
|
15.3K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 300.0% |
$1.46K - $2.24K
|
24
$3.01K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
12New |
$976 - $1.49K
|
12
$1.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$325 - $497
|
4
$501
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-182- 37.76% |
$14.8K - $22.6K
|
300
$37.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-58- 12.66% |
$4.72K - $7.21K
|
400
$50.1K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-90- 3.97% |
$7.32K - $11.2K
|
2.18K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
786+ 385.29% |
$63.9K - $97.7K
|
990
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-57Closed |
$4.64K - $7.09K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.71% |
$163 - $249
|
33
$4.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-65.7K- 67.3% |
$5.34M - $8.17M
|
31.9K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$244K - $373K
|
3K
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.01K+ 6.09% |
$164K - $250K
|
35.1K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9New |
$732 - $1.12K
|
9
$1.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.84K- 71.87% |
$394K - $602K
|
1.9K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.64KNew |
$134K - $204K
|
1.64K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.91KNew |
$156K - $238K
|
1.91K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-150- 6.31% |
$12.2K - $18.7K
|
2.23K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.27K- 29.1% |
$266K - $407K
|
7.98K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.74KNew |
$141K - $216K
|
1.74K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5KNew |
$407K - $622K
|
5K
$627K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
17New |
$1.38K - $2.11K
|
17
$2.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14+ 63.64% |
$1.14K - $1.74K
|
36
$4.51K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-14.5K- 84.27% |
$1.18M - $1.81M
|
2.71K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
171+ 1.95% |
$13.9K - $21.3K
|
8.93K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$163K - $249K
|
2K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$244 - $373
|
3
$376
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-8.2K- 13.1% |
$667K - $1.02M
|
54.4K
$6.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100New |
$8.13K - $12.4K
|
100
$12.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.72KNew |
$139K - $213K
|
1.72K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.83KNew |
$312K - $477K
|
3.83K
$480K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$813 - $1.24K
|
10
$1.25K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
147New |
$12K - $18.3K
|
147
$18.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11New |
$895 - $1.37K
|
11
$1.38K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.83KNew |
$312K - $476K
|
3.83K
$480K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
CALL |
661+ 20.08% |
$53.8K - $82.2K
|
3.95K
$496K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.9KNew |
$154K - $236K
|
1.9K
$238K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.79KNew |
$145K - $222K
|
1.79K
$224K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
129KNew |
$12.2M - $19.1M
|
129K
$16.1M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6New |
$569 - $890
|
6
$752
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
69New |
$6.55K - $10.2K
|
69
$8.65K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
203New |
$19.3K - $30.1K
|
203
$25.4K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 33.33% |
$475 - $742
|
10
$1.25K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 66.67% |
$949 - $1.48K
|
5
$627
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
42.8K+ 237.51% |
$4.06M - $6.35M
|
60.9K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$94.9 - $148
|
1
$125
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
232K+ 87.19% |
$22.1M - $34.5M
|
499K
$62.5M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
26.6KNew |
$2.52M - $3.94M
|
26.6K
$3.33M
|
|