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

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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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Total Shares	Change Amount	Change %	Date
MERGER FUND	0.07%	551,460	-	-	Mar 28, 2024
Saba Capital Income & Opportunities Fund	0.06%	141,108	-	-	Jan 31, 2024
MERGER FUND VL	0.05%	6,898	-	-	Mar 28, 2024
CALAMOS INVESTMENT TRUST/IL	0.01%	625,000	-	-	Jan 31, 2024
Investment Managers Series Trust II	0.00%	44,493	-	-	Jan 31, 2024
SOURCE CAPITAL INC /DE/	0.00%	5,496	-	-	Mar 31, 2024
Virtus Event Opportunities Trust	0.00%	4,108	-	-	Mar 28, 2024
Blackstone Alternative Investment Funds	0.00%	37,500	-	-	Mar 31, 2023
FPA FUNDS TRUST	0.00%	72,255	-	-	Feb 29, 2024
Franklin Alternative Strategies Funds	0.00%	39,182	-	-	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	13,139	-	-	Feb 29, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	213	-	-	Jan 31, 2024

American Oncology Network's largest mutual fund holder by % of total assets is "MERGER FUND", owning 551.46K shares, compromising 0.07% of its total assets.

American Oncology Network Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 23	13	-7.14%
31 Mar, 23	14	-82.93%
31 Dec, 22	82	10.81%
30 Sep, 22	74	4.23%
30 Jun, 22	71	7.58%
31 Mar, 22	66	10.00%
31 Dec, 21	60	22.45%
30 Sep, 21	49	32.43%
30 Jun, 21	37	-

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

Date	Shares Outstanding	Change %
30 Jun, 23	1,192,474	-53.08%
31 Mar, 23	2,541,736	-91.77%
31 Dec, 22	30,866,533	1.88%
30 Sep, 22	30,295,601	8.63%
30 Jun, 22	27,889,006	6.46%
31 Mar, 22	26,195,676	5.77%
31 Dec, 21	24,766,318	12.28%
30 Sep, 21	22,057,399	67.05%
30 Jun, 21	13,204,040	-

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

Date	Ownership %	Change %
30 Jun, 23	6.40%	3.44%
31 Mar, 23	13.64%	0.05%
31 Dec, 22	165.69%	0.63%
30 Sep, 22	162.63%	0.73%
30 Jun, 22	149.71%	0.76%
31 Mar, 22	140.62%	0.80%
31 Dec, 21	132.95%	0.95%
30 Sep, 21	118.41%	2.36%
30 Jun, 21	70.88%	-

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

Date	Increased Positions	Change %
30 Jun, 23	4	-
31 Mar, 23	4	-84.00%
31 Dec, 22	25	4.17%
30 Sep, 22	24	-17.24%
30 Jun, 22	29	-
31 Mar, 22	29	26.09%
31 Dec, 21	23	9.52%
30 Sep, 21	21	-43.24%
30 Jun, 21	37	-

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

Date	Reduced Positions	Change %
30 Jun, 23	3	-66.67%
31 Mar, 23	9	-18.18%
31 Dec, 22	11	-
30 Sep, 22	11	120.00%
30 Jun, 22	5	-16.67%
31 Mar, 22	6	20.00%
31 Dec, 21	5	-
30 Sep, 21	5	-
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

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 23	13	-7.14%	1,192,474	-53.08%	6.40%	3.44%	4	-	3	-66.67%
31 Mar, 23	14	-82.93%	2,541,736	-91.77%	13.64%	0.05%	4	-84.00%	9	-18.18%
31 Dec, 22	82	10.81%	30,866,533	1.88%	165.69%	0.63%	25	4.17%	11	-
30 Sep, 22	74	4.23%	30,295,601	8.63%	162.63%	0.73%	24	-17.24%	11	120.00%
30 Jun, 22	71	7.58%	27,889,006	6.46%	149.71%	0.76%	29	-	5	-16.67%
31 Mar, 22	66	10.00%	26,195,676	5.77%	140.62%	0.80%	29	26.09%	6	20.00%
31 Dec, 21	60	22.45%	24,766,318	12.28%	132.95%	0.95%	23	9.52%	5	-
30 Sep, 21	49	32.43%	22,057,399	67.05%	118.41%	2.36%	21	-43.24%	5	-
30 Jun, 21	37	-	13,204,040	-	70.88%	-	37	-	-	-

American Oncology Network Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Sep 25, 2023	Saba Capital Management, L.P.	10 percent owner	-	S-Sale	Sell	205,512	$10.50	$2.16M	-

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 22, 2024	Divers Stephen	director, officer	Chief Medical Officer	F-InKind	Sell	3,369	$6.10	$20.55K	6,524
Jan 08, 2024	Divers Stephen	director, officer	Chief Medical Officer	F-InKind	Sell	3,369	$6.10	$20.55K	6,524
Nov 09, 2023	HealthQuest Tactical Opportunities Fund, L.P.	10 percent owner	-		Sell	2,046,775	$10.00	$20.47M	-
Sep 25, 2023	Saba Capital Management, L.P.	10 percent owner	-	S-Sale	Sell	205,512	$10.50	$2.16M	-
Sep 20, 2023	Shah Shalin	director	-		Sell	-	-	-	189,300
Sep 20, 2023	Patel Vipul M	director	-		Sell	-	-	-	189,300

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 22, 2024	Divers Stephen	director, officer	Chief Medical Officer	F-InKind	Sell	3,369	$6.10	$20.55K	6,524
Jan 22, 2024	Divers Stephen	director, officer	Chief Medical Officer		Buy	-	-	-	63,857
Jan 22, 2024	Divers Stephen	director, officer	Chief Medical Officer		Buy	-	-	-	37,499
Jan 08, 2024	Divers Stephen	director, officer	Chief Medical Officer	F-InKind	Sell	3,369	$6.10	$20.55K	6,524
Jan 08, 2024	Divers Stephen	director, officer	Chief Medical Officer	A-Award	Buy	9,893	-	-	9,893
Nov 09, 2023	HealthQuest Tactical Opportunities Fund, L.P.	10 percent owner	-		Sell	2,046,775	$10.00	$20.47M	-
Sep 29, 2023	Digital Transformation Sponsor LLC	10 percent owner	-	J-Other	Buy	5,273,125	-	-	5,273,125
Sep 25, 2023	Saba Capital Management, L.P.	10 percent owner	-	S-Sale	Sell	205,512	$10.50	$2.16M	-
Sep 22, 2023	AEA GROWTH EQUITY FUND LP	10 percent owner	-	A-Award	Buy	4,831,463	$10.00	$48.31M	4,831,463
Sep 22, 2023	AEA GROWTH EQUITY FUND LP	10 percent owner	-	A-Award	Buy	1,820,147	$10.00	$18.20M	1,820,147
Sep 22, 2023	AEA GROWTH EQUITY FUND LP	10 percent owner			Buy	-	-	-	-
Sep 20, 2023	Digital Transformation Sponsor LLC	10 percent owner	-	J-Other	Buy	8,112,500	-	-	8,112,500
Sep 20, 2023	Digital Transformation Sponsor LLC	10 percent owner	-	J-Other	Buy	6,113,333	$11.50	$70.30M	-
Sep 20, 2023	Fluegel Bradley M	director	-	J-Other	Buy	25,000	-	-	25,000
Sep 20, 2023	Wright-Browne Vance	director	-		Buy	-	-	-	189,300
Sep 20, 2023	Stith James	director			Buy	-	-	-	-
Sep 20, 2023	Shah Shalin	director	-		Sell	-	-	-	189,300
Sep 20, 2023	Schonherz Todd	director, officer	Chief Executive Officer		Buy	-	-	-	869,459
Sep 20, 2023	SARIN RAVI YANG	director			Buy	-	-	-	-
Sep 20, 2023	Patel Vipul M	director	-		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

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	1	-	-
Q4 2023	-	1	-
Q3 2023	6	3	200.00%

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

Date	Buy	Sell	Buy/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

Ticker	Company
ENCP	Graphjet Technology Sdn. Bhd.
LGVC	LAMF Global Ventures Corp. I
GENQ	Genesis Unicorn Capital Corp.
ITAQ	Industrial Tech Acquisitions II, Inc.
CPAA	Advantage Solutions Inc.

DTOC Ownership FAQ

Who Owns American Oncology Network?

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 MERGER FUND (0.07% of total shares).

Who are the major institutional shareholders of American Oncology Network?

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.

How many American Oncology Network shareholders are there?

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

What percentage of American Oncology Network is owned by BERKLEY W R CORP?

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).

What percentage of American Oncology Network is owned by COWEN AND COMPANY, LLC?

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

What percentage of American Oncology Network is owned by KARPUS MANAGEMENT, INC?

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