Purchases and Sales Made in Q1 2023 in Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST) during Q1 2023. The information is specifically focused on institutions that hold shares of Toast, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.1KNew |
$356K - $574K
|
22.1K
$884K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 82.17% |
$346K - $557K
|
47.6K
$1.9M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
19.7KNew |
$318K - $512K
|
19.7K
$789K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7KNew |
$286K - $460K
|
17.7K
$709K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$270K - $436K
|
16.8K
$671K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
16.7KNew |
$269K - $434K
|
16.7K
$669K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4KNew |
$265K - $427K
|
16.4K
$658K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
16KNew |
$258K - $416K
|
16K
$641K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16KNew |
$257K - $414K
|
16K
$638K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 36.63% |
$250K - $403K
|
57.8K
$2.31M
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15.4KNew |
$249K - $401K
|
15.4K
$618K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.7K+ 2.14% |
$237K - $382K
|
702K
$28.1M
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
14.7KNew |
$236K - $380K
|
14.7K
$586K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.8KNew |
$222K - $357K
|
13.8K
$550K
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
13.3K+ 20.3% |
$214K - $345K
|
78.6K
$3.15M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4KNew |
$199K - $321K
|
12.4K
$495K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.1KNew |
$196K - $315K
|
12.1K
$486K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.8KNew |
$190K - $307K
|
11.8K
$473K
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
BUY
|
- |
11.8KNew |
$190K - $306K
|
11.8K
$472K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.4KNew |
$183K - $295K
|
11.4K
$455K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$176K - $284K
|
10.9K
$438K
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
10.7KNew |
$173K - $278K
|
10.7K
$429K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.81K+ 3.49% |
$142K - $229K
|
261K
$10.4M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
8.74KNew |
$141K - $227K
|
8.74K
$350K
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
7.99K+ 28.41% |
$129K - $207K
|
36.1K
$1.45M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.67K+ 0.3% |
$124K - $199K
|
2.6M
$104M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.79K+ 1459.57% |
$109K - $176K
|
7.25K
$290K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.96K+ 46.78% |
$96K - $155K
|
18.7K
$748K
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
5.54K+ 26.34% |
$89.2K - $144K
|
26.6K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 13.5% |
$86.3K - $139K
|
45K
$1.8M
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
5.26KNew |
$84.8K - $137K
|
5.26K
$210K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.59K+ 3.22% |
$73.9K - $119K
|
147K
$5.88M
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.54K+ 3.26% |
$73.1K - $118K
|
144K
$5.76M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 29.72% |
$72.8K - $117K
|
19.7K
$789K
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.3K+ 5.57% |
$69.3K - $112K
|
81.6K
$3.26M
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.26K+ 20.68% |
$68.6K - $111K
|
24.9K
$994K
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.23KNew |
$68.2K - $110K
|
4.23K
$169K
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.98K+ 7.32% |
$64.2K - $103K
|
58.4K
$2.34M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.81KNew |
$61.3K - $98.8K
|
3.81K
$152K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.73K+ 39.11% |
$60.1K - $96.9K
|
13.3K
$531K
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
3.38K+ 6.8% |
$54.5K - $87.8K
|
53.2K
$2.13M
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.29KNew |
$52.9K - $85.3K
|
3.29K
$131K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28K+ 18.79% |
$52.8K - $85K
|
20.7K
$828K
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.21KNew |
$51.7K - $83.3K
|
3.21K
$128K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
3.19K+ 4.57% |
$51.4K - $82.8K
|
72.9K
$2.92M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 48.8% |
$48.3K - $77.8K
|
9.14K
$366K
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.72K+ 1.02% |
$43.9K - $70.7K
|
270K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.37K+ 1.47% |
$38.1K - $61.5K
|
164K
$6.55M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 2196.0% |
$35.4K - $57K
|
2.3K
$91.9K
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.09K+ 11.65% |
$33.7K - $54.4K
|
20.1K
$803K
|