Purchases and Sales Made in Q4 2024 in Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
416+ 2.72% |
$11.4K - $18.1K
|
15.7K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
402+ 19.77% |
$11K - $17.5K
|
2.44K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
379New |
$10.4K - $16.5K
|
379
$17.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
378+ 120.38% |
$10.4K - $16.5K
|
692
$32.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
371New |
$10.2K - $16.2K
|
371
$17.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
360+ 0.87% |
$9.87K - $15.7K
|
41.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
358+ 11.63% |
$9.82K - $15.6K
|
3.44K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
349+ 4.42% |
$9.57K - $15.2K
|
8.25K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
340New |
$9.33K - $14.8K
|
340
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
326+ 2.73% |
$8.94K - $14.2K
|
12.3K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
310New |
$8.5K - $13.5K
|
310
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
301+ 0.79% |
$8.26K - $13.1K
|
38.6K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$8.23K - $13.1K
|
300
$14K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
276+ 1.45% |
$7.57K - $12K
|
19.3K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
275New |
$7.54K - $12K
|
275
$12.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
250New |
$6.86K - $10.9K
|
250
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
250+ 1.97% |
$6.86K - $10.9K
|
13K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
244+ 2.68% |
$6.69K - $10.6K
|
9.36K
$437K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
219+ 1.82% |
$6.01K - $9.54K
|
12.3K
$572K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
213New |
$5.84K - $9.27K
|
213
$9.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
213New |
$5.84K - $9.27K
|
213
$9.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
212+ 1.6% |
$5.82K - $9.23K
|
13.4K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
211+ 0.91% |
$5.79K - $9.19K
|
23.5K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
204+ 32.74% |
$5.6K - $8.88K
|
827
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
198New |
$5.43K - $8.62K
|
198
$9.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
195New |
$5.35K - $8.49K
|
195
$9.09K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
181New |
$4.96K - $7.88K
|
181
$8.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
167+ 23.82% |
$4.58K - $7.27K
|
868
$40.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
156+ 5.26% |
$4.28K - $6.79K
|
3.12K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
130+ 9.97% |
$3.57K - $5.66K
|
1.43K
$66.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
127New |
$3.48K - $5.53K
|
127
$5.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
125+ 166.67% |
$3.43K - $5.44K
|
200
$9.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
121+ 38.05% |
$3.32K - $5.27K
|
439
$20.5K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
116New |
$3.18K - $5.05K
|
116
$5.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
116+ 1.51% |
$3.18K - $5.05K
|
7.82K
$365K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
114New |
$3.13K - $4.96K
|
114
$5.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
111+ 105.71% |
$3.04K - $4.83K
|
216
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
101New |
$2.77K - $4.4K
|
101
$4.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
100+ 9.09% |
$2.74K - $4.35K
|
1.2K
$55.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
97+ 4.26% |
$2.66K - $4.22K
|
2.38K
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 4.8% |
$2.63K - $4.18K
|
2.1K
$97.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
96New |
$2.63K - $4.18K
|
96
$4.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
92+ 0.03% |
$2.52K - $4.01K
|
335K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
82+ 410.0% |
$2.25K - $3.57K
|
102
$4.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
79New |
$2.17K - $3.44K
|
79
$3.68K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75New |
$2.06K - $3.27K
|
75
$3.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
64New |
$1.76K - $2.79K
|
64
$2.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
56New |
$1.54K - $2.44K
|
56
$2.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 96.43% |
$1.48K - $2.35K
|
110
$5.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
52New |
$1.43K - $2.26K
|
52
$2.42K
|