Purchases and Sales Made in Q2 2023 in Twilio Inc (TWLO)
This table provides information about the institutional ownership of Twilio Inc (TWLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
32+ 78.05% |
$1.47K - $2.23K
|
73
$9.94K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
32+ 128.0% |
$1.47K - $2.23K
|
57
$7.77K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 126.09% |
$1.33K - $2.02K
|
52
$7.08K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 5.78% |
$1.05K - $1.6K
|
421
$57.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
22+ 2200.0% |
$1.01K - $1.53K
|
23
$3.13K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 420.0% |
$962 - $1.46K
|
26
$3.54K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 20.0% |
$917 - $1.39K
|
120
$16.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20New |
$917 - $1.39K
|
20
$2.72K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19New |
$871 - $1.32K
|
19
$2.59K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18+ 2.91% |
$825 - $1.25K
|
637
$86.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
17+ 0.43% |
$779 - $1.18K
|
3.98K
$543K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16New |
$733 - $1.11K
|
16
$2.18K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13New |
$596 - $905
|
13
$1.77K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 216.67% |
$596 - $905
|
19
$2.59K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11+ 275.0% |
$504 - $766
|
15
$2.04K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$458 - $696
|
10
$1.36K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 11.29% |
$321 - $487
|
69
$9.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 8.93% |
$229 - $348
|
61
$8.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.07% |
$183 - $278
|
5.99K
$816K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$183 - $278
|
4
$545
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 5.0% |
$183 - $278
|
84
$11.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 7.5% |
$137 - $209
|
43
$5.86K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.8% |
$91.7 - $139
|
252
$34.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$45.8 - $69.6
|
3
$409
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$45.8 - $69.6
|
1
$136
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$45.8 - $69.6
|
2
$272
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.06% |
$45.8 - $69.6
|
1.71K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 2.38% |
$91.7 - $139
|
82
$11.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.98% |
$91.7 - $139
|
203
$27.7K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3Closed |
$137 - $209
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 0.45% |
$183 - $278
|
877
$119K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 1.3% |
$183 - $278
|
303
$41.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 24.0% |
$275 - $418
|
19
$2.59K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 14.29% |
$367 - $557
|
48
$6.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 12.33% |
$412 - $627
|
64
$8.72K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.11% |
$687 - $1.04K
|
13.2K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-15- 0.16% |
$687 - $1.04K
|
9.56K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-19- 0.42% |
$871 - $1.32K
|
4.56K
$621K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-22- 3.6% |
$1.01K - $1.53K
|
589
$80.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-23- 0.15% |
$1.05K - $1.6K
|
14.8K
$2.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 0.73% |
$1.1K - $1.67K
|
3.28K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-29- 16.2% |
$1.33K - $2.02K
|
150
$20.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-32- 0.69% |
$1.47K - $2.23K
|
4.58K
$623K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 8.57% |
$1.79K - $2.72K
|
416
$56.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-40- 15.94% |
$1.83K - $2.78K
|
211
$28.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40- 0.96% |
$1.83K - $2.78K
|
4.11K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42- 1.03% |
$1.92K - $2.92K
|
4.05K
$552K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-42- 1.07% |
$1.92K - $2.92K
|
3.88K
$528K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-46- 95.83% |
$2.11K - $3.2K
|
2
$272
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50Closed |
$2.29K - $3.48K
|
0
$0
|