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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-20- 0.23% |
$652 - $840
|
8.77K
$391K
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 10.34% |
$89.1K - $115K
|
29.1K
$1.3M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
216K+ 554.94% |
$7.05M - $9.08M
|
255K
$11.4M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$130 - $168
|
4
$179
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.48K+ 4.6% |
$146K - $188K
|
102K
$4.55M
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
7.31K+ 84.04% |
$238K - $307K
|
16K
$714K
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.33KNew |
$174K - $224K
|
5.33K
$238K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
228+ 22800.0% |
$7.44K - $9.57K
|
229
$10.2K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1K+ 862.07% |
$32.6K - $42K
|
1.12K
$49.8K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.26KNew |
$204K - $263K
|
6.26K
$279K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 3.92% |
$130 - $168
|
106
$4.73K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.4KNew |
$862K - $1.11M
|
26.4K
$1.18M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.5K+ 13.51% |
$440K - $567K
|
113K
$5.06M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
22K+ 72.74% |
$719K - $925K
|
52.3K
$2.34M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-655- 10.7% |
$21.4K - $27.5K
|
5.46K
$244K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 12.35% |
$978 - $1.26K
|
213
$9.51K
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
43.4K+ 208.92% |
$1.42M - $1.82M
|
64.2K
$2.87M
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
50+ 0.39% |
$1.63K - $2.1K
|
13K
$580K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
383+ 0.2% |
$12.5K - $16.1K
|
192K
$8.56M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
24.6KNew |
$803K - $1.03M
|
24.6K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
47.5KNew |
$1.55M - $2M
|
47.5K
$2.12M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
211+ 3.6% |
$6.88K - $8.86K
|
6.07K
$271K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 9.68% |
$35.7K - $45.9K
|
12.4K
$553K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.29KNew |
$238K - $306K
|
7.29K
$325K
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6.2K- 41.74% |
$202K - $260K
|
8.65K
$386K
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
400+ 57.14% |
$13K - $16.8K
|
1.1K
$49.1K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$326 - $420
|
14
$625
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
16.4KNew |
$535K - $689K
|
16.4K
$732K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
32.9KNew |
$1.07M - $1.38M
|
32.9K
$1.47M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$489 - $630
|
8.11K
$362K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.48K+ 23.14% |
$48.4K - $62.3K
|
7.89K
$352K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-6- 12.77% |
$196 - $252
|
41
$1.83K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1K+ 1.48% |
$32.6K - $42K
|
68.5K
$3.06M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$228 - $294
|
12
$536
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
170New |
$5.54K - $7.14K
|
170
$7.59K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
102K+ 10.57% |
$2.8M - $4.44M
|
1.07M
$47.6M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 14.46% |
$544K - $863K
|
117K
$5.23M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19.5K- 3.23% |
$534K - $847K
|
583K
$26M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.95K+ 7.03% |
$53.5K - $84.9K
|
29.7K
$1.33M
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
84.7KNew |
$2.32M - $3.69M
|
84.7K
$3.78M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
213New |
$5.84K - $9.27K
|
213
$9.51K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.44K- 10.21% |
$66.9K - $106K
|
21.5K
$958K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75New |
$2.06K - $3.27K
|
75
$3.35K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
251K+ 24.05% |
$6.88M - $10.9M
|
1.29M
$57.8M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
2.3KNew |
$63.1K - $100K
|
2.3K
$103K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.51KNew |
$151K - $240K
|
5.51K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.99KNew |
$164K - $261K
|
5.99K
$268K
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
174K+ 1200.59% |
$4.77M - $7.57M
|
188K
$8.41M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.2KNew |
$279K - $443K
|
10.2K
$454K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.6K- 21.91% |
$43.9K - $69.6K
|
5.7K
$254K
|