Latest Institutional Transactions on Toast, Inc. (TOST)
This table provides information on the latest institutional transactions involving Toast, Inc. (TOST) 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 46.48% |
$905 - $1.44K
|
104
$3.66K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
581+ 3417.65% |
$15.9K - $25.3K
|
598
$21K
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
7.66KNew |
$210K - $333K
|
7.66K
$269K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
932New |
$25.6K - $40.6K
|
932
$32.8K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-167K- 99.69% |
$4.59M - $7.28M
|
517
$18.2K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.27K- 20.72% |
$34.8K - $55.3K
|
4.86K
$171K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.07M+ 129058.53% |
$56.9M - $90.2M
|
2.07M
$73M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 16.67% |
$2.74K - $4.35K
|
500
$17.6K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-5.81K- 17.33% |
$159K - $253K
|
27.7K
$975K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
47+ 102.17% |
$1.29K - $2.05K
|
93
$3.27K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.54% |
$384 - $610
|
2.59K
$91K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2K- 20.7% |
$54.9K - $87.1K
|
7.66K
$270K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.34K- 27.83% |
$146K - $232K
|
13.8K
$487K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
68.3KNew |
$1.87M - $2.97M
|
68.3K
$2.4M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
301+ 0.79% |
$8.26K - $13.1K
|
38.6K
$1.36M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-457K- 7.55% |
$12.5M - $19.9M
|
5.6M
$197M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
26.4KNew |
$724K - $1.15M
|
26.4K
$929K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
195New |
$5.35K - $8.49K
|
195
$6.86K
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-9.13K- 3.9% |
$250K - $397K
|
225K
$7.92M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12.9K+ 2420.11% |
$353K - $561K
|
13.4K
$472K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
155K+ 194.51% |
$4.25M - $6.75M
|
235K
$8.26M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
57.6K+ 182.41% |
$1.58M - $2.51M
|
89.2K
$3.14M
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
30.3KNew |
$831K - $1.32M
|
30.3K
$1.07M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
129K+ 6.82% |
$3.53M - $5.6M
|
2.01M
$70.8M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.3KNew |
$968K - $1.54M
|
35.3K
$1.24M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.22KNew |
$171K - $271K
|
6.22K
$219K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$54.9K - $87.1K
|
2K
$70.4K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.15KNew |
$31.5K - $50.1K
|
1.15K
$40.5K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
244+ 2.68% |
$6.69K - $10.6K
|
9.36K
$330K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.09KNew |
$30K - $47.6K
|
1.09K
$38.5K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.46KNew |
$232K - $368K
|
8.46K
$298K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.85KNew |
$161K - $255K
|
5.85K
$206K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.33K+ 73.6% |
$36.5K - $57.9K
|
3.14K
$110K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.89K+ 6.87% |
$107K - $169K
|
60.5K
$2.13M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.22% |
$302 - $479
|
5.01K
$176K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.39KNew |
$258K - $409K
|
9.39K
$331K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-550- 4.03% |
$15.1K - $23.9K
|
13.1K
$461K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9New |
$247 - $392
|
9
$317
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
100+ 9.09% |
$2.74K - $4.35K
|
1.2K
$42.2K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.9K- 16.56% |
$381K - $605K
|
70K
$2.46M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-715- 10.46% |
$19.6K - $31.1K
|
6.12K
$215K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$878 - $1.39K
|
32
$1.13K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.03K+ 8.25% |
$28.1K - $44.6K
|
13.4K
$473K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
8.69KNew |
$238K - $378K
|
8.69K
$306K
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
352KNew |
$9.66M - $15.3M
|
352K
$12.4M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.4KNew |
$477K - $757K
|
17.4K
$612K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
154K+ 191.42% |
$4.22M - $6.7M
|
234K
$8.25M
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.32KNew |
$228K - $362K
|
8.32K
$293K
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-26.1K- 52.86% |
$716K - $1.14M
|
23.3K
$819K
|