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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 65.0% |
$898 - $1.23K
|
165
$6.25K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60New |
$829 - $1.14K
|
60
$2.27K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
57+ 0.02% |
$787 - $1.08K
|
231K
$8.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48New |
$663 - $908
|
48
$1.82K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 150.0% |
$621 - $851
|
75
$2.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39+ 7.88% |
$539 - $738
|
534
$20.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
34+ 3400.0% |
$470 - $643
|
35
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
34+ 3.08% |
$470 - $643
|
1.14K
$43.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
33+ 1.16% |
$456 - $624
|
2.87K
$109K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$456 - $624
|
33
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24+ 100.0% |
$331 - $454
|
48
$1.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16+ 0.04% |
$221 - $303
|
37.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
14+ 0.43% |
$193 - $265
|
3.28K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 2.61% |
$180 - $246
|
511
$19.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9New |
$124 - $170
|
9
$341
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 200.0% |
$82.9 - $114
|
9
$341
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.0% |
$69.1 - $94.6
|
142K
$5.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.0% |
$69.1 - $94.6
|
142K
$5.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$13.8 - $18.9
|
1
$37.9
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1New |
$13.8 - $18.9
|
1
$37.9
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 18.18% |
$27.6 - $37.8
|
9
$341
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14- 0.14% |
$193 - $265
|
10.2K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 28.85% |
$207 - $284
|
37
$1.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-32- 46.38% |
$442 - $605
|
37
$1.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-54- 9.06% |
$746 - $1.02K
|
542
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-64- 0.08% |
$884 - $1.21K
|
75.9K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-79- 84.95% |
$1.09K - $1.49K
|
14
$530
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-85- 84.16% |
$1.17K - $1.61K
|
16
$606
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-92- 48.94% |
$1.27K - $1.74K
|
96
$3.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-98- 1.68% |
$1.35K - $1.85K
|
5.75K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-118- 22.96% |
$1.63K - $2.23K
|
396
$15K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-134- 11.83% |
$1.85K - $2.54K
|
999
$37.8K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-163- 2.65% |
$2.25K - $3.08K
|
5.99K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-175- 3.18% |
$2.42K - $3.31K
|
5.32K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-218- 0.18% |
$3.01K - $4.12K
|
121K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-220- 11.97% |
$3.04K - $4.16K
|
1.62K
$61.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-225- 1.06% |
$3.11K - $4.26K
|
20.9K
$792K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-267- 2.76% |
$3.69K - $5.05K
|
9.39K
$356K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-268- 16.14% |
$3.7K - $5.07K
|
1.39K
$52.7K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-366- 0.37% |
$5.05K - $6.92K
|
99.2K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-373- 3.37% |
$5.15K - $7.06K
|
10.7K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-374- 0.08% |
$5.16K - $7.08K
|
459K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-385- 72.5% |
$5.32K - $7.28K
|
146
$5.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-400- 3.46% |
$5.52K - $7.57K
|
11.2K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-444- 0.44% |
$6.13K - $8.4K
|
101K
$3.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-528- 42.21% |
$7.29K - $9.99K
|
723
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-556- 4.1% |
$7.68K - $10.5K
|
13K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-688- 31.2% |
$9.5K - $13K
|
1.52K
$57.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-884- 1.38% |
$12.2K - $16.7K
|
63.4K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 2.41% |
$14.2K - $19.4K
|
41.5K
$1.57M
|