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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-671K- 35.5% |
$20.2M - $30.4M
|
1.22M
$54.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 26.88% |
$60.1K - $90.5K
|
5.44K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.87K- 12.45% |
$86.1K - $130K
|
20.2K
$900K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
381K+ 216.89% |
$11.4M - $17.2M
|
556K
$24.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.8KNew |
$204K - $308K
|
6.8K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 325.0% |
$781 - $1.18K
|
34
$1.52K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 61.6% |
$58.3K - $87.8K
|
5.09K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.5KNew |
$165K - $249K
|
5.5K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.6K+ 30.36% |
$349K - $526K
|
49.9K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
103+ 1.32% |
$3.09K - $4.66K
|
7.89K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.04KNew |
$151K - $228K
|
5.04K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-283- 2.69% |
$8.5K - $12.8K
|
10.2K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.87K- 13.24% |
$206K - $311K
|
45K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.11K+ 23.41% |
$184K - $276K
|
32.2K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
38.5K+ 30.15% |
$1.16M - $1.74M
|
166K
$7.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108K+ 241.28% |
$3.23M - $4.87M
|
152K
$6.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19KNew |
$571K - $860K
|
19K
$849K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
11.2K+ 11.02% |
$336K - $507K
|
113K
$5.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-277- 0.26% |
$8.32K - $12.5K
|
108K
$4.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.93K- 37.54% |
$178K - $268K
|
9.86K
$440K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
19K+ 29.22% |
$569K - $857K
|
83.8K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-3- 2.03% |
$90.1 - $136
|
145
$6.47K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.55K- 16.91% |
$76.6K - $115K
|
12.5K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
29.7KNew |
$892K - $1.34M
|
29.7K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
6.1KNew |
$183K - $276K
|
6.1K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
6.61K+ 15.1% |
$198K - $299K
|
50.4K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-95- 19.59% |
$2.85K - $4.3K
|
390
$17.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35+ 1.71% |
$1.05K - $1.58K
|
2.09K
$93.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-68.2K- 3.06% |
$2.05M - $3.08M
|
2.16M
$96.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.97K+ 110.18% |
$89.1K - $134K
|
5.66K
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
CALL |
5.39KNew |
$162K - $244K
|
5.39K
$241K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
367+ 9.63% |
$11K - $16.6K
|
4.18K
$187K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-604- 4.87% |
$18.1K - $27.3K
|
11.8K
$527K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 1352.0% |
$305K - $459K
|
10.9K
$486K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
14K+ 5.95% |
$457K - $588K
|
250K
$11.1M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
24.1KNew |
$785K - $1.01M
|
24.1K
$1.07M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-10.6K- 24.28% |
$344K - $443K
|
32.9K
$1.47M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
38KNew |
$1.24M - $1.6M
|
38K
$1.7M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
24New |
$783 - $1.01K
|
24
$1.07K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
19New |
$620 - $798
|
19
$848
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-433K- 98.42% |
$14.1M - $18.2M
|
6.96K
$311K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
147+ 147.0% |
$4.79K - $6.17K
|
247
$11K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
348K+ 547.67% |
$11.3M - $14.6M
|
411K
$18.3M
|
|
|
May 20, 2025
Q1 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
222KNew |
$7.23M - $9.31M
|
222K
$9.89M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
108K+ 6.55% |
$3.53M - $4.54M
|
1.76M
$78.6M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-138K- 58.94% |
$4.51M - $5.81M
|
96.4K
$4.3M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$65.2 - $84
|
2
$89.3
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.35M- 69.2% |
$109M - $141M
|
1.49M
$66.6M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
3.35MNew |
$109M - $141M
|
3.35M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-1.01M- 71.48% |
$33M - $42.5M
|
404K
$18M
|
|