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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.95K- 24.45% |
$71.2K - $96.2K
|
6.03K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-230- 0.12% |
$8.4K - $11.3K
|
192K
$6.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-320K- 18.52% |
$11.7M - $15.8M
|
1.41M
$50.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.5KNew |
$54.8K - $74K
|
1.5K
$53.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
372New |
$13.6K - $18.3K
|
372
$13.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
20KNew |
$730K - $986K
|
20K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.64K- 19.56% |
$206K - $278K
|
23.2K
$832K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.9KNew |
$799K - $1.08M
|
21.9K
$786K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 55.32% |
$949 - $1.28K
|
73
$2.62K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151+ 471.88% |
$5.51K - $7.44K
|
183
$6.57K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
300New |
$11K - $14.8K
|
300
$10.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.9K+ 14.31% |
$1.05M - $1.42M
|
230K
$8.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.09M+ 9671.22% |
$39.8M - $53.7M
|
1.1M
$39.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 18.53% |
$1.57K - $2.12K
|
275
$9.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-899- 13.96% |
$32.8K - $44.3K
|
5.54K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 28.76% |
$89.6K - $121K
|
11K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.31KNew |
$230K - $311K
|
6.31K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.96KNew |
$108K - $146K
|
2.96K
$106K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
14.5KNew |
$529K - $715K
|
14.5K
$520K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-200- 3.93% |
$7.3K - $9.86K
|
4.89K
$176K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
193+ 3.4% |
$7.05K - $9.51K
|
5.88K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15K- 99.74% |
$548K - $740K
|
39
$1.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25KNew |
$914K - $1.23M
|
25K
$899K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 53.85% |
$256 - $345
|
20
$718
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
35+ 0.07% |
$1.28K - $1.73K
|
49.5K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-24K- 1.59% |
$877K - $1.18M
|
1.49M
$53.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-38.9K- 1.8% |
$1.42M - $1.92M
|
2.12M
$76M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-20- 0.01% |
$730 - $986
|
133K
$4.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-40- 3.85% |
$1.46K - $1.97K
|
1K
$35.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.56K+ 50.69% |
$93.4K - $126K
|
7.6K
$273K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17.8K+ 60.11% |
$652K - $880K
|
47.5K
$1.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-32.8KClosed |
$1.2M - $1.62M
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-70- 2.76% |
$2.56K - $3.45K
|
2.47K
$88.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
206+ 5.83% |
$7.52K - $10.2K
|
3.74K
$134K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
225New |
$8.21K - $11.1K
|
225
$8.08K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-526- 4.14% |
$19.2K - $25.9K
|
12.2K
$437K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
16KNew |
$584K - $789K
|
16K
$574K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$402 - $542
|
11
$395
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.98K- 13.66% |
$59.6K - $89.7K
|
12.5K
$450K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
47.2K+ 30.05% |
$1.42M - $2.14M
|
204K
$7.34M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 37.06% |
$6.88M - $10.4M
|
848K
$30.4M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500+ 7.87% |
$15K - $22.6K
|
6.85K
$246K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18.2K+ 1585.04% |
$547K - $824K
|
19.4K
$696K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-959- 1.94% |
$28.8K - $43.4K
|
48.5K
$1.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-6.2K- 96.95% |
$186K - $280K
|
195
$7K
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-4.69K- 34.79% |
$141K - $212K
|
8.79K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.82K+ 41.29% |
$54.8K - $82.5K
|
6.24K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
55.3KNew |
$1.66M - $2.5M
|
55.3K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-499K- 51.24% |
$15M - $22.6M
|
475K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.87KNew |
$146K - $220K
|
4.87K
$175K
|
|