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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
190New |
$6.2K - $7.98K
|
190
$6.82K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.83KNew |
$223K - $287K
|
6.83K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
430New |
$14K - $18.1K
|
430
$15.4K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
205New |
$6.69K - $8.61K
|
205
$7.36K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-12- 21.43% |
$391 - $504
|
44
$1.58K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
476KNew |
$15.5M - $20M
|
476K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
638+ 73.5% |
$20.8K - $26.8K
|
1.51K
$54.1K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
59New |
$1.92K - $2.48K
|
59
$2.12K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100+ 33.33% |
$3.26K - $4.2K
|
400
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 9.71% |
$326 - $420
|
93
$3.34K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.13KNew |
$200K - $257K
|
6.13K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.03KNew |
$33.7K - $43.4K
|
1.03K
$37.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300New |
$9.78K - $12.6K
|
300
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 6.53% |
$620 - $798
|
310
$11.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
79.6KNew |
$2.59M - $3.34M
|
79.6K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-19K- 50.26% |
$620K - $798K
|
18.8K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-143- 15.34% |
$4.66K - $6K
|
789
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
58New |
$1.89K - $2.43K
|
58
$2.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
292KNew |
$9.52M - $12.3M
|
292K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.56K- 24.65% |
$149K - $191K
|
13.9K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
7.6KNew |
$248K - $319K
|
7.6K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$375K - $483K
|
11.5K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
720+ 5.83% |
$23.5K - $30.2K
|
13.1K
$470K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1K+ 2.27% |
$32.6K - $42K
|
45K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-49- 49.0% |
$1.6K - $2.06K
|
51
$1.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 4.65% |
$652 - $840
|
410
$14.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.5KNew |
$48.9K - $63K
|
1.5K
$53.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400New |
$13K - $16.8K
|
400
$14.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$130 - $168
|
4
$144
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.26KNew |
$204K - $263K
|
6.26K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
24.6KNew |
$803K - $1.03M
|
24.6K
$884K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.29KNew |
$238K - $306K
|
7.29K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
400+ 57.14% |
$13K - $16.8K
|
1.1K
$39.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$326 - $420
|
14
$503
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$228 - $294
|
12
$431
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.44K- 10.21% |
$66.9K - $106K
|
21.5K
$770K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75New |
$2.06K - $3.27K
|
75
$2.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
251K+ 24.05% |
$6.88M - $10.9M
|
1.29M
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.51KNew |
$151K - $240K
|
5.51K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.99KNew |
$164K - $261K
|
5.99K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.6K- 21.91% |
$43.9K - $69.6K
|
5.7K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-913K- 50.0% |
$25M - $39.7M
|
913K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-64.4K- 89.94% |
$1.77M - $2.8M
|
7.2K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.8KNew |
$350K - $556K
|
12.8K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-673K- 88.96% |
$18.5M - $29.3M
|
83.6K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-45K- 45.0% |
$1.23M - $1.96M
|
55K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
35KNew |
$960K - $1.52M
|
35K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
155KNew |
$4.25M - $6.75M
|
155K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Lead Edge Capital Management, LLC
New York, NY |
SELL
|
- |
-1.46M- 58.43% |
$40M - $63.6M
|
1.04M
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
117KNew |
$3.2M - $5.09M
|
117K
$4.19M
|
|