Purchases and Sales Made in Q4 2023 in Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.02K+ 4.87% |
$27.9K - $38.2K
|
43.4K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.01K+ 56.44% |
$27.7K - $38K
|
5.56K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2K+ 1.37% |
$27.6K - $37.8K
|
148K
$5.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.69KNew |
$23.4K - $32K
|
1.69K
$64.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.63K+ 12.09% |
$22.4K - $30.7K
|
15.1K
$571K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.62KNew |
$22.3K - $30.6K
|
1.62K
$61.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.61K+ 6.25% |
$22.2K - $30.4K
|
27.3K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.54K+ 0.99% |
$21.3K - $29.1K
|
157K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.53K+ 107.0% |
$21.1K - $28.9K
|
2.96K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.51K+ 0.12% |
$20.9K - $28.6K
|
1.29M
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.11KNew |
$15.3K - $20.9K
|
1.11K
$41.9K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.1KNew |
$15.2K - $20.8K
|
1.1K
$41.7K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.07K+ 6.99% |
$14.7K - $20.1K
|
16.3K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
897+ 4.46% |
$12.4K - $17K
|
21K
$797K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
896+ 58.22% |
$12.4K - $17K
|
2.44K
$92.2K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
829+ 7.98% |
$11.4K - $15.7K
|
11.2K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
800+ 22.54% |
$11K - $15.1K
|
4.35K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
797+ 6.09% |
$11K - $15.1K
|
13.9K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
774+ 5.86% |
$10.7K - $14.6K
|
14K
$530K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
759New |
$10.5K - $14.4K
|
759
$28.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
750New |
$10.4K - $14.2K
|
750
$28.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Sands Capital Ventures, LLC
Arlington, VA |
BUY
|
- |
744+ 10.45% |
$10.3K - $14.1K
|
7.87K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
672+ 91.55% |
$9.28K - $12.7K
|
1.41K
$53.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
642New |
$8.87K - $12.1K
|
642
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
510+ 3.99% |
$7.04K - $9.65K
|
13.3K
$504K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$6.91K - $9.46K
|
500
$18.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
468+ 9.42% |
$6.46K - $8.85K
|
5.44K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 12.47% |
$5.52K - $7.57K
|
3.61K
$137K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
400New |
$5.52K - $7.57K
|
400
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
351+ 3.27% |
$4.85K - $6.64K
|
11.1K
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
350New |
$4.83K - $6.62K
|
350
$13.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
350New |
$4.83K - $6.62K
|
350
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
312+ 2.8% |
$4.31K - $5.9K
|
11.4K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.74% |
$4.14K - $5.68K
|
40.9K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
256+ 146.29% |
$3.54K - $4.84K
|
431
$16.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
245New |
$3.38K - $4.64K
|
245
$9.28K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
201+ 59.29% |
$2.78K - $3.8K
|
540
$20.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 200.0% |
$2.76K - $3.78K
|
300
$11.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
175+ 0.74% |
$2.42K - $3.31K
|
23.8K
$901K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
171New |
$2.36K - $3.24K
|
171
$6.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
140+ 0.52% |
$1.93K - $2.65K
|
27K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
100New |
$1.38K - $1.89K
|
100
$3.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100New |
$1.38K - $1.89K
|
100
$3.79K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
100+ 0.93% |
$1.38K - $1.89K
|
10.8K
$409K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 20.0% |
$1.38K - $1.89K
|
600
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 550.0% |
$1.22K - $1.66K
|
104
$3.94K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
83New |
$1.15K - $1.57K
|
83
$3.14K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
78New |
$1.08K - $1.48K
|
78
$2.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
77+ 142.59% |
$1.06K - $1.46K
|
131
$4.96K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
69New |
$953 - $1.31K
|
69
$2.61K
|