Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
103
shares
|
$3,953
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
100
shares
|
$3,838
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
100
shares
|
$3,838
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
96
shares
|
$3,684
0.0% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
95
shares
|
$3,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
86
shares
|
$3,300
0.0% of portfolio
|
Q3 2024
Reduced 70.55%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
75
shares
|
$2,878
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
71
shares
|
$2,724
0.0% of portfolio
|
Q3 2024
Added 29.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70
shares
|
$2,686
0.0% of portfolio
|
Q3 2024
Reduced 25.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
67
shares
|
$2,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
56
shares
|
$2,149
0.0% of portfolio
|
Q3 2024
Reduced 56.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
55
shares
|
$2,110
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$1,919
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
50
shares
|
$1,919
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
50
shares
|
$1,919
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
46
shares
|
$1,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
45
shares
|
$1,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40
shares
|
$1,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$1,420
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
37
shares
|
$1,420
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
37
shares
|
$1,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
30
shares
|
$1,151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
28
shares
|
$1,074
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
21
shares
|
$805
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
20
shares
|
$767
0.0% of portfolio
|
Q3 2024
Added 100.0%
|