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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-49.3K- 14.74% |
$1.35M - $2.15M
|
285K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
98.2KNew |
$2.69M - $4.27M
|
98.2K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275- 1.86% |
$7.54K - $12K
|
14.5K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7.01KNew |
$192K - $305K
|
7.01K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-400- 3.64% |
$11K - $17.4K
|
10.6K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.9KNew |
$436K - $692K
|
15.9K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$110 - $174
|
4
$169
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.82KNew |
$160K - $253K
|
5.82K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
64New |
$1.76K - $2.79K
|
64
$2.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
10.3KNew |
$282K - $447K
|
10.3K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2K- 20.4% |
$54.9K - $87.1K
|
7.8K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
6.1KNew |
$167K - $266K
|
6.1K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.94K- 16.08% |
$108K - $171K
|
20.5K
$867K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-6K- 13.33% |
$165K - $261K
|
39K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-250- 0.17% |
$6.86K - $10.9K
|
147K
$6.2M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7KNew |
$192K - $305K
|
7K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 10.92% |
$521 - $827
|
193
$8.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
8.3KNew |
$228K - $361K
|
8.3K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-67.4K- 58.08% |
$1.85M - $2.93M
|
48.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16New |
$439 - $697
|
16
$675
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.6K+ 107.1% |
$43.8K - $69.6K
|
3.09K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
453KNew |
$12.4M - $19.7M
|
453K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
43.1KNew |
$1.18M - $1.88M
|
43.1K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.41K- 12.23% |
$38.8K - $61.5K
|
10.1K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
121+ 38.05% |
$3.32K - $5.27K
|
439
$18.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
3New |
$82.3 - $131
|
3
$127
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
96New |
$2.63K - $4.18K
|
96
$4.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
310New |
$8.5K - $13.5K
|
310
$13.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 4.8% |
$2.63K - $4.18K
|
2.1K
$88.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
125+ 166.67% |
$3.43K - $5.44K
|
200
$8.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
577+ 48.41% |
$15.8K - $25.1K
|
1.77K
$74.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-167K- 99.69% |
$4.59M - $7.28M
|
517
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 16.67% |
$2.74K - $4.35K
|
500
$21.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2K- 20.7% |
$54.9K - $87.1K
|
7.66K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
57.6K+ 182.41% |
$1.58M - $2.51M
|
89.2K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.22KNew |
$171K - $271K
|
6.22K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$54.9K - $87.1K
|
2K
$84.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.15KNew |
$31.5K - $50.1K
|
1.15K
$48.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.09KNew |
$30K - $47.6K
|
1.09K
$46.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.22% |
$302 - $479
|
5.01K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.39KNew |
$258K - $409K
|
9.39K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9New |
$247 - $392
|
9
$380
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.9K- 16.56% |
$381K - $605K
|
70K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$878 - $1.39K
|
32
$1.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.32KNew |
$228K - $362K
|
8.32K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-26.1K- 52.86% |
$716K - $1.14M
|
23.3K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$939K - $1.49M
|
34.2K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$165 - $261
|
6
$253
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
198New |
$5.43K - $8.62K
|
198
$8.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
378+ 120.38% |
$10.4K - $16.5K
|
692
$29.2K
|