Purchases and Sales Made in Q1 2025 in Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63+ 121.15% |
$2.05K - $2.64K
|
115
$5.36K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
60+ 0.54% |
$1.96K - $2.52K
|
11.1K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
59New |
$1.92K - $2.48K
|
59
$2.75K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
58New |
$1.89K - $2.43K
|
58
$2.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
50+ 0.39% |
$1.63K - $2.1K
|
13K
$606K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43New |
$1.4K - $1.81K
|
43
$2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
38+ 40.86% |
$1.24K - $1.6K
|
131
$6.11K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33New |
$1.08K - $1.39K
|
33
$1.54K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$1.08K - $1.39K
|
33
$1.54K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 31.0% |
$1.01K - $1.3K
|
131
$6.11K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
30+ 8.09% |
$978 - $1.26K
|
401
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
29New |
$946 - $1.22K
|
29
$1.35K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
26+ 0.34% |
$848 - $1.09K
|
7.76K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 0.87% |
$848 - $1.09K
|
3.02K
$141K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 25.0% |
$848 - $1.09K
|
130
$6.06K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.16% |
$815 - $1.05K
|
15.8K
$735K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
25New |
$815 - $1.05K
|
25
$1.17K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 218.18% |
$783 - $1.01K
|
35
$1.63K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 26.58% |
$685 - $882
|
100
$4.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
20New |
$652 - $840
|
20
$932
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 6.53% |
$620 - $798
|
310
$14.5K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
19New |
$620 - $798
|
19
$886
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
19New |
$620 - $798
|
19
$886
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 3.01% |
$587 - $756
|
616
$28.7K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16+ 0.02% |
$522 - $672
|
65K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
15New |
$489 - $630
|
15
$699
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 15.63% |
$489 - $630
|
111
$5.17K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$489 - $630
|
8.11K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14+ 2.97% |
$457 - $588
|
485
$22.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$326 - $420
|
14
$653
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 66.67% |
$326 - $420
|
25
$1.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.07% |
$293 - $378
|
13K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
8New |
$261 - $336
|
8
$373
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$228 - $294
|
12
$559
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$196 - $252
|
6
$280
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$163 - $210
|
5
$233
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.04% |
$163 - $210
|
11.4K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$130 - $168
|
4
$186
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 3.92% |
$130 - $168
|
106
$4.94K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$65.2 - $84
|
2
$93.2
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 1.05% |
$65.2 - $84
|
188
$8.76K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 14.29% |
$130 - $168
|
24
$1.12K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6- 8.11% |
$196 - $252
|
68
$3.17K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-6- 12.77% |
$196 - $252
|
41
$1.91K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 9.71% |
$326 - $420
|
93
$4.34K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-10- 0.09% |
$326 - $420
|
10.5K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-12- 21.43% |
$391 - $504
|
44
$2.05K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 0.54% |
$457 - $588
|
2.57K
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-16- 0.12% |
$522 - $672
|
13.4K
$624K
|