Purchases and Sales Made in Q2 2023 in Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.76K+ 10.69% |
$28.8K - $41.6K
|
18.2K
$610K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.7KNew |
$27.8K - $40.3K
|
1.7K
$56.9K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.32K+ 5.53% |
$21.6K - $31.2K
|
25.2K
$843K
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.29KNew |
$21.1K - $30.5K
|
1.29K
$43.1K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 1.15% |
$19.1K - $27.6K
|
103K
$3.44M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1KNew |
$16.4K - $23.7K
|
1K
$33.5K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
929+ 35.18% |
$15.2K - $22K
|
3.57K
$120K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
885+ 162.98% |
$14.5K - $21K
|
1.43K
$47.8K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
713+ 5.56% |
$11.7K - $16.9K
|
13.5K
$454K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
482+ 2.61% |
$7.89K - $11.4K
|
19K
$635K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
433+ 2706.25% |
$7.09K - $10.3K
|
449
$15K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
353+ 201.71% |
$5.78K - $8.36K
|
528
$17.7K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
353+ 201.71% |
$5.78K - $8.36K
|
528
$17.7K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
300New |
$4.91K - $7.11K
|
300
$10K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
283+ 100.0% |
$4.63K - $6.7K
|
566
$19K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
213+ 12.16% |
$3.49K - $5.05K
|
1.97K
$65.8K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200New |
$3.27K - $4.74K
|
200
$6.7K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
125+ 0.54% |
$2.05K - $2.96K
|
23.4K
$784K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
120+ 1.31% |
$1.96K - $2.84K
|
9.26K
$310K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$1.64K - $2.37K
|
100
$3.35K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95+ 125.0% |
$1.56K - $2.25K
|
171
$5.73K
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
81+ 0.22% |
$1.33K - $1.92K
|
36.2K
$1.21M
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
75New |
$1.23K - $1.78K
|
75
$2.51K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28New |
$458 - $663
|
28
$938
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
26+ 0.24% |
$426 - $616
|
10.8K
$362K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 7.41% |
$393 - $569
|
348
$11.7K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22New |
$360 - $521
|
22
$737
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 28.81% |
$278 - $403
|
76
$2.55K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
15New |
$246 - $355
|
15
$502
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 91.67% |
$180 - $261
|
23
$770
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11New |
$180 - $261
|
11
$368
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 1.22% |
$147 - $213
|
747
$25K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 250.0% |
$81.9 - $118
|
7
$234
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 133.33% |
$65.5 - $94.8
|
7
$234
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.5% |
$65.5 - $94.8
|
797
$26.7K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.01% |
$49.1 - $71.1
|
20.7K
$693K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
2+ 0.0% |
$32.7 - $47.4
|
51.6K
$1.73M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.06% |
$32.7 - $47.4
|
3.29K
$110K
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
BUY
|
- |
1+ 0.0% |
$16.4 - $23.7
|
36.7K
$1.23M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 8.38% |
$246 - $355
|
164
$5.49K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 0.23% |
$491 - $711
|
13.2K
$444K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-48- 0.45% |
$786 - $1.14K
|
10.6K
$355K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 67.86% |
$933 - $1.35K
|
27
$904
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-60- 0.44% |
$982 - $1.42K
|
13.6K
$455K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60- 0.2% |
$982 - $1.42K
|
30.5K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-69- 0.24% |
$1.13K - $1.63K
|
28.3K
$947K
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-99- 0.49% |
$1.62K - $2.35K
|
20K
$669K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 83.94% |
$3.77K - $5.45K
|
44
$1.47K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 83.94% |
$3.77K - $5.45K
|
44
$1.47K
|