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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
79New |
$2.17K - $3.44K
|
79
$3.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-83- 25.46% |
$2.28K - $3.61K
|
243
$9.84K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
82+ 410.0% |
$2.25K - $3.57K
|
102
$4.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-830- 0.76% |
$22.8K - $36.1K
|
108K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.45K- 17.8% |
$67.1K - $106K
|
11.3K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.67MNew |
$45.8M - $72.7M
|
1.67M
$67.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.9KNew |
$407K - $647K
|
14.9K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
18.5KNew |
$507K - $805K
|
18.5K
$749K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35K- 35.0% |
$960K - $1.52M
|
65K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
213New |
$5.84K - $9.27K
|
213
$8.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.6KNew |
$43.9K - $69.7K
|
1.6K
$64.8K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
116New |
$3.18K - $5.05K
|
116
$4.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
551+ 1.43% |
$15.1K - $24K
|
39K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.98KNew |
$192K - $304K
|
6.98K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-85.1K- 6.14% |
$2.34M - $3.71M
|
1.3M
$52.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 0.74% |
$302 - $479
|
1.48K
$59.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
55.6KNew |
$1.53M - $2.42M
|
55.6K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
111+ 105.71% |
$3.04K - $4.83K
|
216
$8.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
7.39KNew |
$203K - $322K
|
7.39K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
5New |
$137 - $218
|
5
$202
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
8.1KNew |
$222K - $353K
|
8.1K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-42- 0.33% |
$1.15K - $1.83K
|
12.7K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 96.43% |
$1.48K - $2.35K
|
110
$4.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-323- 4.41% |
$8.86K - $14.1K
|
7K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.5K+ 12.84% |
$41.1K - $65.2K
|
13.2K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.41KNew |
$176K - $279K
|
6.41K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
7.49KNew |
$206K - $326K
|
7.49K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-9.9K- 28.37% |
$272K - $431K
|
25K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.36KNew |
$202K - $321K
|
7.36K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
250+ 1.97% |
$6.86K - $10.9K
|
13K
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.59M- 93.71% |
$98.4M - $156M
|
241K
$9.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.8K- 31.24% |
$433K - $687K
|
34.8K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$27.4 - $43.5
|
1
$40.5
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.39K- 9.26% |
$93K - $148K
|
33.2K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-369K- 48.68% |
$10.1M - $16.1M
|
389K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.4KNew |
$176K - $279K
|
6.4K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
360+ 0.87% |
$9.87K - $15.7K
|
41.9K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-44.5K- 31.91% |
$1.22M - $1.94M
|
94.9K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
21.4KNew |
$587K - $932K
|
21.4K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180K+ 1633.91% |
$4.95M - $7.85M
|
191K
$7.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44- 80.0% |
$1.21K - $1.92K
|
11
$445
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
18+ 4.5% |
$494 - $784
|
418
$16.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$137 - $218
|
5
$202
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
276+ 1.45% |
$7.57K - $12K
|
19.3K
$782K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-74.8K- 72.58% |
$2.05M - $3.26M
|
28.3K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.6K+ 25.96% |
$71.2K - $113K
|
12.6K
$510K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
371New |
$10.2K - $16.2K
|
371
$15K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-15.2K- 41.49% |
$416K - $660K
|
21.4K
$865K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.98K+ 9.63% |
$81.6K - $130K
|
33.9K
$1.37M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
12.4KNew |
$339K - $538K
|
12.4K
$500K
|