Purchases and Sales Made in Q1 2023 in Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST) during Q1 2023. The information is specifically focused on institutions that hold shares of Toast, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$48.3 - $77.9
|
3
$99.2
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$32.2 - $51.9
|
2
$66.2
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$16.1 - $26
|
1
$33.1
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
SELL
|
- |
-1- -0.0% |
$16.1 - $26
|
36.7K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.59% |
$48.3 - $77.9
|
504
$16.7K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-9- 0.79% |
$145 - $234
|
1.13K
$37.3K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18- 15.25% |
$290 - $467
|
100
$3.31K
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-30- 0.22% |
$483 - $779
|
13.7K
$452K
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-50- 0.09% |
$806 - $1.3K
|
58.1K
$1.92M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-81- 0.22% |
$1.3K - $2.1K
|
36.1K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83Closed |
$1.34K - $2.15K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-84- 0.59% |
$1.35K - $2.18K
|
14.1K
$466K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-88- 0.1% |
$1.42K - $2.28K
|
91.3K
$3.02M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-107- 0.37% |
$1.72K - $2.78K
|
28.6K
$946K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-109- 68.13% |
$1.76K - $2.83K
|
51
$1.69K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-111- 2.84% |
$1.79K - $2.88K
|
3.79K
$125K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-163- 1.51% |
$2.63K - $4.23K
|
10.6K
$352K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-213- 7.29% |
$3.43K - $5.53K
|
2.71K
$89.6K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-291- 97.0% |
$4.69K - $7.55K
|
9
$298
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 65.0% |
$5.24K - $8.44K
|
175
$5.79K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-477- 0.05% |
$7.68K - $12.4K
|
869K
$28.7M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-507- 1.79% |
$8.17K - $13.2K
|
27.8K
$918K
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-520- 2.32% |
$8.38K - $13.5K
|
21.9K
$723K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-530- 75.18% |
$8.54K - $13.8K
|
175
$5.79K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-575- 0.37% |
$9.26K - $14.9K
|
155K
$5.14M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-789- 1.66% |
$12.7K - $20.5K
|
46.6K
$1.54M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-802- 90.52% |
$12.9K - $20.8K
|
84
$2.78K
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.67K- 2.57% |
$26.8K - $43.2K
|
63.2K
$2.09M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.86K- 7.53% |
$30K - $48.4K
|
22.9K
$757K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.21K- 9.08% |
$35.6K - $57.3K
|
22.1K
$732K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 8.08% |
$37.5K - $60.5K
|
26.5K
$876K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3K- 2.84% |
$48.3K - $77.9K
|
103K
$3.4M
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-3.32K- 20.33% |
$53.5K - $86.2K
|
13K
$431K
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-3.6K- 20.67% |
$58K - $93.5K
|
13.8K
$457K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.94K- 3.01% |
$63.4K - $102K
|
127K
$4.19M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.94K- 3.01% |
$63.4K - $102K
|
127K
$4.19M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.74K- 8.17% |
$76.4K - $123K
|
53.3K
$1.76M
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.89K- 6.02% |
$78.8K - $127K
|
76.3K
$2.53M
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-5K- 19.49% |
$80.6K - $130K
|
20.6K
$683K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.61K- 15.49% |
$90.3K - $146K
|
30.6K
$1.01M
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-5.99K- 35.76% |
$96.4K - $155K
|
10.8K
$356K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.31K- 89.67% |
$118K - $190K
|
842
$27.9K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7.33K- 28.4% |
$118K - $190K
|
18.5K
$611K
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.91K- 34.96% |
$127K - $205K
|
14.7K
$487K
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.5K- 0.85% |
$137K - $221K
|
993K
$32.8M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-9.35K- 9.13% |
$151K - $243K
|
93K
$3.08M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10.2K- 37.52% |
$165K - $265K
|
17K
$563K
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10.4K- 19.1% |
$168K - $271K
|
44.1K
$1.46M
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11.1K- 3.55% |
$179K - $289K
|
302K
$9.98M
|