American Oncology Network Ownership 2024 | Who Owns American Oncology Network Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

6.40%

Insider Ownership

81.86%

Retail Ownership

11.73%

Institutional Holders

13.00

American Oncology Network Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BERKLEY W R CORP----42,819-100.00%-Sep 30, 2023
COWEN AND COMPANY, LLC----65,000-100.00%-Sep 30, 2023
KARPUS MANAGEMENT, INC.----96,175-100.00%-Sep 30, 2023
PALOMA PARTNERS MANAGEMENT CO----48,311-100.00%-Sep 30, 2023
AQR ARBITRAGE LLC----149,885-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----13,139-100.00%-Sep 30, 2023
SABA CAPITAL MANAGEMENT, L.P.----205,512-100.00%-Sep 30, 2023
MIZUHO SECURITIES USA LLC----75,447-100.00%-Sep 30, 2023
CLEAR STREET LLC----2,196-100.00%-Sep 30, 2023
SHAOLIN CAPITAL MANAGEMENT LLC----100,000-100.00%-Sep 30, 2023

American Oncology Network's largest institutional shareholder is BERKLEY W R CORP, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BERKLEY W R CORP----42,819-100.00%-Sep 30, 2023
COWEN AND COMPANY, LLC----65,000-100.00%-Sep 30, 2023
KARPUS MANAGEMENT, INC.----96,175-100.00%-Sep 30, 2023
PALOMA PARTNERS MANAGEMENT CO----48,311-100.00%-Sep 30, 2023
AQR ARBITRAGE LLC----149,885-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----13,139-100.00%-Sep 30, 2023
SABA CAPITAL MANAGEMENT, L.P.----205,512-100.00%-Sep 30, 2023
MIZUHO SECURITIES USA LLC----75,447-100.00%-Sep 30, 2023
CLEAR STREET LLC----2,196-100.00%-Sep 30, 2023
SHAOLIN CAPITAL MANAGEMENT LLC----100,000-100.00%-Sep 30, 2023

The largest American Oncology Network shareholder by % of total assets is BERKLEY W R CORP. The company owns 0.00 shares of American Oncology Network (DTOC), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CLEAR STREET LLC----2,196-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----13,139-100.00%-Sep 30, 2023
BERKLEY W R CORP----42,819-100.00%-Sep 30, 2023
PALOMA PARTNERS MANAGEMENT CO----48,311-100.00%-Sep 30, 2023
COWEN AND COMPANY, LLC----65,000-100.00%-Sep 30, 2023
MIZUHO SECURITIES USA LLC----75,447-100.00%-Sep 30, 2023
KARPUS MANAGEMENT, INC.----96,175-100.00%-Sep 30, 2023
SHAOLIN CAPITAL MANAGEMENT LLC----100,000-100.00%-Sep 30, 2023
AQR ARBITRAGE LLC----149,885-100.00%-Sep 30, 2023
SABA CAPITAL MANAGEMENT, L.P.----205,512-100.00%-Sep 30, 2023

As of Sep 30 2023, American Oncology Network's largest institutional buyer is CLEAR STREET LLC. The company purchased -2.20K stocks of DTOC, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SABA CAPITAL MANAGEMENT, L.P.----205,512-100.00%-Sep 30, 2023
AQR ARBITRAGE LLC----149,885-100.00%-Sep 30, 2023
SHAOLIN CAPITAL MANAGEMENT LLC----100,000-100.00%-Sep 30, 2023
KARPUS MANAGEMENT, INC.----96,175-100.00%-Sep 30, 2023
MIZUHO SECURITIES USA LLC----75,447-100.00%-Sep 30, 2023
COWEN AND COMPANY, LLC----65,000-100.00%-Sep 30, 2023
PALOMA PARTNERS MANAGEMENT CO----48,311-100.00%-Sep 30, 2023
BERKLEY W R CORP----42,819-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----13,139-100.00%-Sep 30, 2023
CLEAR STREET LLC----2,196-100.00%-Sep 30, 2023

As of Sep 30 2023, American Oncology Network's biggest institutional seller is SABA CAPITAL MANAGEMENT, L.P.. The company sold -0.21M shares of DTOC, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SABA CAPITAL MANAGEMENT, L.P.----205,512-100.00%-Sep 30, 2023
AQR ARBITRAGE LLC----149,885-100.00%-Sep 30, 2023
SHAOLIN CAPITAL MANAGEMENT LLC----100,000-100.00%-Sep 30, 2023
KARPUS MANAGEMENT, INC.----96,175-100.00%-Sep 30, 2023
MIZUHO SECURITIES USA LLC----75,447-100.00%-Sep 30, 2023
COWEN AND COMPANY, LLC----65,000-100.00%-Sep 30, 2023
PALOMA PARTNERS MANAGEMENT CO----48,311-100.00%-Sep 30, 2023
BERKLEY W R CORP----42,819-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----13,139-100.00%-Sep 30, 2023
CLEAR STREET LLC----2,196-100.00%-Sep 30, 2023

American Oncology Network's largest sold out institutional shareholder by shares sold is SABA CAPITAL MANAGEMENT, L.P., sold -0.21M shares, valued at -, as of undefined.

American Oncology Network Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FPA FUNDS TRUST0.10%72,255--Feb 29, 2024
MERGER FUND0.07%551,460--Dec 29, 2023
Saba Capital Income & Opportunities Fund0.06%141,108--Jan 31, 2024
MERGER FUND VL0.05%6,898--Dec 29, 2023
CALAMOS INVESTMENT TRUST/IL0.01%625,000--Jan 31, 2024
SOURCE CAPITAL INC /DE/0.00%5,496--Dec 31, 2023
Virtus Event Opportunities Trust0.00%4,108--Dec 29, 2023
Franklin Alternative Strategies Funds0.00%39,182--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%13,139--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%213--Jan 31, 2024

American Oncology Network's largest mutual fund holder by % of total assets is "FPA FUNDS TRUST", owning 72.25K shares, compromising 0.10% of its total assets.

American Oncology Network Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2313-7.14%
31 Mar, 2314-82.72%
31 Dec, 228110.96%
30 Sep, 22734.29%
30 Jun, 22707.69%
31 Mar, 226510.17%
31 Dec, 215922.92%
30 Sep, 214833.33%
30 Jun, 2136-

As of 30 Jun 23, 13 institutions are holding American Oncology Network's shares, representing a decrease of -7.14% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 231,192,474-53.08%
31 Mar, 232,541,736-91.75%
31 Dec, 2230,794,8791.89%
30 Sep, 2230,223,9478.57%
30 Jun, 2227,837,9066.48%
31 Mar, 2226,144,5765.78%
31 Dec, 2124,715,21812.31%
30 Sep, 2122,006,29967.31%
30 Jun, 2113,152,940-

American Oncology Network (DTOC) has 1.19M shares outstanding as of 30 Jun 23, down -53.08% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 236.40%3.44%
31 Mar, 2313.64%0.05%
31 Dec, 22165.31%0.63%
30 Sep, 22162.24%0.73%
30 Jun, 22149.44%0.76%
31 Mar, 22140.35%0.80%
31 Dec, 21132.67%0.95%
30 Sep, 21118.13%2.37%
30 Jun, 2170.61%-

As of 30 Jun 23, American Oncology Network is held by 6.40% institutional shareholders, representing a 3.44% growth compared to 31 Mar 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 234-
31 Mar, 234-84.00%
31 Dec, 22254.17%
30 Sep, 2224-17.24%
30 Jun, 2229-
31 Mar, 222920.83%
31 Dec, 212414.29%
30 Sep, 2121-41.67%
30 Jun, 2136-

4 institutional shareholders have increased their position in DTOC stock as of 30 Jun 23 compared to 4 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 233-66.67%
31 Mar, 239-18.18%
31 Dec, 2211-
30 Sep, 221183.33%
30 Jun, 226-
31 Mar, 22620.00%
31 Dec, 215-
30 Sep, 215-
30 Jun, 21--

3 institutional shareholders have reduced their position in DTOC stock as of 30 Jun 23 compared to 9 in the previous quarter (a -66.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2313-7.14%1,192,474-53.08%6.40%3.44%4-3-66.67%
31 Mar, 2314-82.72%2,541,736-91.75%13.64%0.05%4-84.00%9-18.18%
31 Dec, 228110.96%30,794,8791.89%165.31%0.63%254.17%11-
30 Sep, 22734.29%30,223,9478.57%162.24%0.73%24-17.24%1183.33%
30 Jun, 22707.69%27,837,9066.48%149.44%0.76%29-6-
31 Mar, 226510.17%26,144,5765.78%140.35%0.80%2920.83%620.00%
31 Dec, 215922.92%24,715,21812.31%132.67%0.95%2414.29%5-
30 Sep, 214833.33%22,006,29967.31%118.13%2.37%21-41.67%5-
30 Jun, 2136-13,152,940-70.61%-36---

American Oncology Network Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 25, 2023Saba Capital Management, L.P.10 percent owner-S-SaleSell205,512$10.50$2.16M-

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 22, 2024Divers Stephendirector, officer Chief Medical OfficerF-InKindSell3,369$6.10$20.55K6,524
Jan 08, 2024Divers Stephendirector, officer Chief Medical OfficerF-InKindSell3,369$6.10$20.55K6,524
Nov 09, 2023HealthQuest Tactical Opportunities Fund, L.P.10 percent owner-Sell2,046,775$10.00$20.47M-
Sep 25, 2023Saba Capital Management, L.P.10 percent owner-S-SaleSell205,512$10.50$2.16M-
Sep 20, 2023Shah Shalindirector-Sell---189,300
Sep 20, 2023Patel Vipul Mdirector-Sell---189,300

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 22, 2024Divers Stephendirector, officer Chief Medical OfficerF-InKindSell3,369$6.10$20.55K6,524
Jan 22, 2024Divers Stephendirector, officer Chief Medical OfficerBuy---63,857
Jan 22, 2024Divers Stephendirector, officer Chief Medical OfficerBuy---37,499
Jan 08, 2024Divers Stephendirector, officer Chief Medical OfficerF-InKindSell3,369$6.10$20.55K6,524
Jan 08, 2024Divers Stephendirector, officer Chief Medical OfficerA-AwardBuy9,893--9,893
Nov 09, 2023HealthQuest Tactical Opportunities Fund, L.P.10 percent owner-Sell2,046,775$10.00$20.47M-
Sep 29, 2023Digital Transformation Sponsor LLC10 percent owner-J-OtherBuy5,273,125--5,273,125
Sep 25, 2023Saba Capital Management, L.P.10 percent owner-S-SaleSell205,512$10.50$2.16M-
Sep 22, 2023AEA GROWTH EQUITY FUND LP10 percent owner-A-AwardBuy4,831,463$10.00$48.31M4,831,463
Sep 22, 2023AEA GROWTH EQUITY FUND LP10 percent owner-A-AwardBuy1,820,147$10.00$18.20M1,820,147
Sep 22, 2023AEA GROWTH EQUITY FUND LP10 percent owner Buy----
Sep 20, 2023Digital Transformation Sponsor LLC10 percent owner-J-OtherBuy8,112,500--8,112,500
Sep 20, 2023Digital Transformation Sponsor LLC10 percent owner-J-OtherBuy6,113,333$11.50$70.30M-
Sep 20, 2023Fluegel Bradley Mdirector-J-OtherBuy25,000--25,000
Sep 20, 2023Wright-Browne Vancedirector-Buy---189,300
Sep 20, 2023Stith Jamesdirector Buy----
Sep 20, 2023Shah Shalindirector-Sell---189,300
Sep 20, 2023Schonherz Todddirector, officer Chief Executive OfficerBuy---869,459
Sep 20, 2023SARIN RAVI YANGdirector Buy----
Sep 20, 2023Patel Vipul Mdirector-Sell---189,300

The last insider sell of American Oncology Network's stock was made by Divers Stephen on Jan 22 2024, selling 3,369 shares at $6.10 per share (valued at $20.55K).

American Oncology Network Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20241--
Q4 2023-1-
Q3 202363200.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by American Oncology Network's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 2023-1-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of American Oncology Network's stocks.

American Oncology Network Peer Ownership


TickerCompany
ENCPGraphjet Technology Sdn. Bhd.
LGVCLAMF Global Ventures Corp. I
GENQGenesis Unicorn Capital Corp.
ITAQIndustrial Tech Acquisitions II, Inc.
CPAAAdvantage Solutions Inc.

DTOC Ownership FAQ


American Oncology Network is owned by institutional shareholders (6.40%), insiders (81.86%), and public (11.73%). The largest institutional shareholder of American Oncology Network is BERKLEY W R CORP (0% of total shares) and the top mutual fund owner is FPA FUNDS TRUST (0.10% of total shares).

American Oncology Network's major institutional shareholders are BERKLEY W R CORP, COWEN AND COMPANY, LLC, KARPUS MANAGEMENT, INC., PALOMA PARTNERS MANAGEMENT CO, and AQR ARBITRAGE LLC. The top five shareholders own together 0% of the company's share outstanding.

As of Jun 2023, there are 13 institutional shareholders of American Oncology Network.

BERKLEY W R CORP owns 0 shares of American Oncology Network, representing 0% of the company's total shares outstanding, valued at $0 (as of Sep 2023).

As of Sep 2023, COWEN AND COMPANY, LLC holds 0 shares of American Oncology Network (DTOC), compromising 0% of the company, valued at $0.

KARPUS MANAGEMENT, INC is the third largest holder of American Oncology Network. The company owns 0 of the company's shares outstanding (worth $0).