Oncology Institute Ownership 2024 | Who Owns Oncology Institute Now?
Institutional Ownership
4.05%
Insider Ownership
19.55%
Retail Ownership
76.40%
Institutional Holders
10.00
Oncology Institute Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 6.40% | 0.00% | 4,751,389 | -2,159 | -0.05% | 2,185,639 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 4.53% | 0.03% | 3,360,052 | - | - | 1,545,624 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.40% | - | 1,783,454 | - | - | 820,389 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 2.36% | 0.36% | 1,750,000 | 563,287 | 47.47% | 805,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 2.32% | 0.00% | 1,725,562 | - | - | 793,759 | Jun 30, 2024 |
| TIFF ADVISORY SERVICES INC | 1.91% | 0.23% | 1,418,685 | 995,280 | 235.07% | 652,595 | Jun 30, 2024 |
| TRIATOMIC MANAGEMENT LP | 1.08% | 10.89% | 802,965 | -81,724 | -9.24% | 369,364 | Jun 30, 2024 |
| CINCINNATI INSURANCE CO | 0.94% | 0.01% | 699,500 | - | - | 321,770 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.49% | - | 360,264 | 6,166 | 1.74% | 165,759 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.46% | 0.00% | 339,400 | 199,300 | 142.26% | 156,124 | Jun 30, 2024 |
| FOURWORLD CAPITAL MANAGEMENT LLC | 0.35% | 0.07% | 257,000 | 6,641 | 2.65% | 118,220 | Jun 30, 2024 |
| BLACKROCK INC. | 0.28% | - | 204,814 | 55,383 | 37.06% | 94,215 | Jun 30, 2024 |
| 0.25% | 0.06% | 188,169 | - | - | 86,558 | Jun 30, 2024 | |
| MILLENNIUM MANAGEMENT LLC | 0.15% | - | 109,207 | -39,057 | -26.34% | 50,235 | Jun 30, 2024 |
| STATE STREET CORP | 0.14% | - | 101,300 | - | - | 46,598,000 | Jun 30, 2024 |
| SABA CAPITAL MANAGEMENT, L.P. | 0.13% | 0.00% | 94,264 | - | - | 43,361 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.11% | 0.00% | 83,862 | 83,862 | 100.00% | 38,577 | Jun 30, 2024 |
| FIELDER CAPITAL GROUP LLC | 0.09% | 0.01% | 70,192 | - | - | 32,288 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.09% | - | 64,902 | -94 | -0.14% | 29,855,000 | Jun 30, 2024 |
| QUATTRO FINANCIAL ADVISORS LLC | 0.08% | 0.01% | 55,960 | - | - | 25,742 | Jun 30, 2024 |
Oncology Institute's largest institutional shareholder is FMR LLC, holding 6.40% of the company's total share outstanding, currently valued at $2.19M. The top 10 institutional shareholders own together 22.89% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIATOMIC MANAGEMENT LP | 1.08% | 10.89% | 802,965 | -81,724 | -9.24% | 369,364 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 2.36% | 0.36% | 1,750,000 | 563,287 | 47.47% | 805,000 | Jun 30, 2024 |
| TIFF ADVISORY SERVICES INC | 1.91% | 0.23% | 1,418,685 | 995,280 | 235.07% | 652,595 | Jun 30, 2024 |
| FOURWORLD CAPITAL MANAGEMENT LLC | 0.35% | 0.07% | 257,000 | 6,641 | 2.65% | 118,220 | Jun 30, 2024 |
| 0.25% | 0.06% | 188,169 | - | - | 86,558 | Jun 30, 2024 | |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 4.53% | 0.03% | 3,360,052 | - | - | 1,545,624 | Jun 30, 2024 |
| FIELDER CAPITAL GROUP LLC | 0.09% | 0.01% | 70,192 | - | - | 32,288 | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | 0.00% | 0.01% | 2,767 | -4,588 | -62.38% | 231,073 | Jun 30, 2024 |
| QUATTRO FINANCIAL ADVISORS LLC | 0.08% | 0.01% | 55,960 | - | - | 25,742 | Jun 30, 2024 |
| CINCINNATI INSURANCE CO | 0.94% | 0.01% | 699,500 | - | - | 321,770 | Jun 30, 2024 |
| LEE FINANCIAL CO | 0.04% | 0.00% | 27,980 | - | - | 12,871 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 2.32% | 0.00% | 1,725,562 | - | - | 793,759 | Jun 30, 2024 |
| SABA CAPITAL MANAGEMENT, L.P. | 0.13% | 0.00% | 94,264 | - | - | 43,361 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.00% | 11,457 | -16,048 | -58.35% | 5,270 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.46% | 0.00% | 339,400 | 199,300 | 142.26% | 156,124 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.11% | 0.00% | 83,862 | 83,862 | 100.00% | 38,577 | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.02% | 0.00% | 17,984 | -975 | -5.14% | 8,273 | Jun 30, 2024 |
| FMR LLC | 6.40% | 0.00% | 4,751,389 | -2,159 | -0.05% | 2,185,639 | Jun 30, 2024 |
| AMG NATIONAL TRUST BANK | 0.01% | 0.00% | 10,000 | 10,000 | 100.00% | 4,600 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 9,832 | 2,080 | 26.83% | 4,523 | Jun 30, 2024 |
The largest Oncology Institute shareholder by % of total assets is TRIATOMIC MANAGEMENT LP. The company owns 802.97K shares of Oncology Institute (TOI), representing 10.89% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TIFF ADVISORY SERVICES INC | 1.91% | 0.23% | 1,418,685 | 995,280 | 235.07% | 652,595 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 2.36% | 0.36% | 1,750,000 | 563,287 | 47.47% | 805,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.46% | 0.00% | 339,400 | 199,300 | 142.26% | 156,124 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.11% | 0.00% | 83,862 | 83,862 | 100.00% | 38,577 | Jun 30, 2024 |
| BLACKROCK INC. | 0.28% | - | 204,814 | 55,383 | 37.06% | 94,215 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.02% | - | 18,300 | 18,300 | 100.00% | 8,418 | Jun 30, 2024 |
| AMG NATIONAL TRUST BANK | 0.01% | 0.00% | 10,000 | 10,000 | 100.00% | 4,600 | Jun 30, 2024 |
| FOURWORLD CAPITAL MANAGEMENT LLC | 0.35% | 0.07% | 257,000 | 6,641 | 2.65% | 118,220 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.49% | - | 360,264 | 6,166 | 1.74% | 165,759 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 9,832 | 2,080 | 26.83% | 4,523 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.00% | - | 2,175 | - | - | 1,000 | Jun 30, 2024 |
| STATE STREET CORP | 0.14% | - | 101,300 | - | - | 46,598,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.06% | - | 45,068 | - | - | 20,731 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.40% | - | 1,783,454 | - | - | 820,389 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.04% | - | 27,980 | - | - | 13,000 | Jun 30, 2024 |
| SABA CAPITAL MANAGEMENT, L.P. | 0.13% | 0.00% | 94,264 | - | - | 43,361 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 2.32% | 0.00% | 1,725,562 | - | - | 793,759 | Jun 30, 2024 |
| LEE FINANCIAL CO | 0.04% | 0.00% | 27,980 | - | - | 12,871 | Jun 30, 2024 |
| CINCINNATI INSURANCE CO | 0.94% | 0.01% | 699,500 | - | - | 321,770 | Jun 30, 2024 |
| QUATTRO FINANCIAL ADVISORS LLC | 0.08% | 0.01% | 55,960 | - | - | 25,742 | Jun 30, 2024 |
As of Jun 30 2024, Oncology Institute's largest institutional buyer is TIFF ADVISORY SERVICES INC. The company purchased 995.28K stocks of TOI, valued at $652.60K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ELEMENT POINTE ADVISORS, LLC | - | - | - | -199,026 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -105,824 | -100.00% | - | Jun 30, 2024 |
| TRIATOMIC MANAGEMENT LP | 1.08% | 10.89% | 802,965 | -81,724 | -9.24% | 369,364 | Jun 30, 2024 |
| MORGAN STANLEY | 0.04% | - | 29,340 | -41,214 | -58.41% | 13,497 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.15% | - | 109,207 | -39,057 | -26.34% | 50,235 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -38,639 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -27,679 | -100.00% | - | Jun 30, 2024 |
| WEALTHSHIELD PARTNERS, LLC | - | - | - | -24,126 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | - | - | - | -23,800 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -22,201 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | - | - | - | -18,674 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.00% | 11,457 | -16,048 | -58.35% | 5,270 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | - | 15,642 | -15,368 | -49.56% | 7,195 | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -10,326 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -9,435 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 170 | -8,596 | -98.06% | 78 | Jun 30, 2024 |
| MARINER, LLC | 0.01% | - | 10,884 | -7,418 | -40.53% | 5,007 | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | 0.00% | 0.01% | 2,767 | -4,588 | -62.38% | 231,073 | Jun 30, 2024 |
| KIRR MARBACH & CO LLC /IN/ | - | - | - | -2,725 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | 6.40% | 0.00% | 4,751,389 | -2,159 | -0.05% | 2,185,639 | Jun 30, 2024 |
As of Jun 30 2024, Oncology Institute's biggest institutional seller is ELEMENT POINTE ADVISORS, LLC. The company sold -0.20M shares of TOI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 0.02% | - | 18,300 | 18,300 | 100.00% | 8,418 | Jun 30, 2024 |
| AMG NATIONAL TRUST BANK | 0.01% | 0.00% | 10,000 | 10,000 | 100.00% | 4,600 | Jun 30, 2024 |
Oncology Institute's largest new institutional shareholder by number of shares is CRESSET ASSET MANAGEMENT, LLC, purchased 18.30K shares, valued at $8.42K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ELEMENT POINTE ADVISORS, LLC | - | - | - | -199,026 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -105,824 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -38,639 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -27,679 | -100.00% | - | Jun 30, 2024 |
| WEALTHSHIELD PARTNERS, LLC | - | - | - | -24,126 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | - | - | - | -23,800 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -22,201 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | - | - | - | -18,674 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -10,326 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -9,435 | -100.00% | - | Jun 30, 2024 |
| KIRR MARBACH & CO LLC /IN/ | - | - | - | -2,725 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -248 | -100.00% | - | Jun 30, 2024 |
Oncology Institute's largest sold out institutional shareholder by shares sold is ELEMENT POINTE ADVISORS, LLC, sold -0.20M shares, valued at -, as of undefined.
Oncology Institute Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 39,500 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.03% | 1,786,588 | - | - | Feb 29, 2024 |
| FIDELITY CAPITAL TRUST | 0.02% | 218,842 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 54,829 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,997 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 626,717 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 843,035 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,696,367 | -410,861 | -19.50% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 87,594 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 328,093 | 13,058 | 4.14% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,847 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 64,171 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 29,068 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,409 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 13,781 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 8,600 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 17,754 | - | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 506 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 275,293 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,478 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 121,705 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,700 | - | - | Mar 28, 2024 |
| VALIC Co I | 0.00% | 13,211 | - | - | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 173 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 453 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 46,631 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 4,774 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,982 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 84 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 337,932 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 4,245 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 48,496 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,588 | 301 | 9.16% | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 28,000 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 13 | - | - | Dec 31, 2023 |
| SUNAMERICA SERIES TRUST | 0.00% | 4,113 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,092 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 6,515 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 87 | - | - | Jan 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 8,624 | - | - | Mar 28, 2024 |
| Bridge Builder Trust | 0.00% | 4,660 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 3,965 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 4,682 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,196 | 49 | 4.27% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,011 | - | - | Mar 31, 2024 |
Oncology Institute's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 39.50K shares, compromising 0.08% of its total assets.
Oncology Institute Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | -77.78% |
| 31 Mar, 24 | 45 | - |
| 31 Dec, 23 | 45 | 25.00% |
| 30 Sep, 23 | 36 | - |
| 30 Jun, 23 | 36 | -7.69% |
| 31 Mar, 23 | 39 | - |
| 31 Dec, 22 | 39 | - |
| 30 Sep, 22 | 39 | 8.33% |
| 30 Jun, 22 | 36 | 28.57% |
| 31 Mar, 22 | 28 | 40.00% |
| 31 Dec, 21 | 20 | 1900.00% |
| 30 Sep, 21 | 1 | - |
As of 30 Jun 24, 10 institutions are holding Oncology Institute's shares, representing a decrease of -77.78% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,004,011 | -82.40% |
| 31 Mar, 24 | 17,068,902 | -7.14% |
| 31 Dec, 23 | 18,380,614 | 21.67% |
| 30 Sep, 23 | 15,107,160 | 8.56% |
| 30 Jun, 23 | 13,916,036 | -36.63% |
| 31 Mar, 23 | 21,960,317 | -6.66% |
| 31 Dec, 22 | 23,526,111 | 0.70% |
| 30 Sep, 22 | 23,363,166 | 6.67% |
| 30 Jun, 22 | 21,901,448 | 3.86% |
| 31 Mar, 22 | 21,087,250 | 0.81% |
| 31 Dec, 21 | 20,918,138 | 8186.41% |
| 30 Sep, 21 | 252,439 | - |
Oncology Institute (TOI) has 3.00M shares outstanding as of 30 Jun 24, down -82.40% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 4.05% | 0.76% |
| 31 Mar, 24 | 23.14% | 3.70% |
| 31 Dec, 23 | 25.02% | 6.02% |
| 30 Sep, 23 | 20.38% | 5.68% |
| 30 Jun, 23 | 18.95% | 2.12% |
| 31 Mar, 23 | 29.90% | 2.86% |
| 31 Dec, 22 | 32.34% | 3.09% |
| 30 Sep, 22 | 32.37% | 3.60% |
| 30 Jun, 22 | 30.00% | 3.62% |
| 31 Mar, 22 | 28.79% | 3.22% |
| 31 Dec, 21 | 29.90% | 22960.40% |
| 30 Sep, 21 | 0.36% | - |
As of 30 Jun 24, Oncology Institute is held by 4.05% institutional shareholders, representing a 0.76% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 4 | -80.00% |
| 31 Mar, 24 | 20 | -25.93% |
| 31 Dec, 23 | 27 | 28.57% |
| 30 Sep, 23 | 21 | 23.53% |
| 30 Jun, 23 | 17 | -26.09% |
| 31 Mar, 23 | 23 | -14.81% |
| 31 Dec, 22 | 27 | -3.57% |
| 30 Sep, 22 | 28 | 12.00% |
| 30 Jun, 22 | 25 | 47.06% |
| 31 Mar, 22 | 17 | -15.00% |
| 31 Dec, 21 | 20 | 1900.00% |
| 30 Sep, 21 | 1 | - |
4 institutional shareholders have increased their position in TOI stock as of 30 Jun 24 compared to 20 in the previous quarter (a -80.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1 | -90.91% |
| 31 Mar, 24 | 11 | 22.22% |
| 31 Dec, 23 | 9 | -10.00% |
| 30 Sep, 23 | 10 | -41.18% |
| 30 Jun, 23 | 17 | 88.89% |
| 31 Mar, 23 | 9 | 50.00% |
| 31 Dec, 22 | 6 | -25.00% |
| 30 Sep, 22 | 8 | -11.11% |
| 30 Jun, 22 | 9 | 28.57% |
| 31 Mar, 22 | 7 | - |
| 31 Dec, 21 | - | - |
| 30 Sep, 21 | - | - |
1 institutional shareholders have reduced their position in TOI stock as of 30 Jun 24 compared to 11 in the previous quarter (a -90.91% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 10 | -77.78% | 3,004,011 | -82.40% | 4.05% | 0.76% | 4 | -80.00% | 1 | -90.91% |
| 31 Mar, 24 | 45 | - | 17,068,902 | -7.14% | 23.14% | 3.70% | 20 | -25.93% | 11 | 22.22% |
| 31 Dec, 23 | 45 | 25.00% | 18,380,614 | 21.67% | 25.02% | 6.02% | 27 | 28.57% | 9 | -10.00% |
| 30 Sep, 23 | 36 | - | 15,107,160 | 8.56% | 20.38% | 5.68% | 21 | 23.53% | 10 | -41.18% |
| 30 Jun, 23 | 36 | -7.69% | 13,916,036 | -36.63% | 18.95% | 2.12% | 17 | -26.09% | 17 | 88.89% |
| 31 Mar, 23 | 39 | - | 21,960,317 | -6.66% | 29.90% | 2.86% | 23 | -14.81% | 9 | 50.00% |
| 31 Dec, 22 | 39 | - | 23,526,111 | 0.70% | 32.34% | 3.09% | 27 | -3.57% | 6 | -25.00% |
| 30 Sep, 22 | 39 | 8.33% | 23,363,166 | 6.67% | 32.37% | 3.60% | 28 | 12.00% | 8 | -11.11% |
| 30 Jun, 22 | 36 | 28.57% | 21,901,448 | 3.86% | 30.00% | 3.62% | 25 | 47.06% | 9 | 28.57% |
| 31 Mar, 22 | 28 | 40.00% | 21,087,250 | 0.81% | 28.79% | 3.22% | 17 | -15.00% | 7 | - |
| 31 Dec, 21 | 20 | 1900.00% | 20,918,138 | 8186.41% | 29.90% | 22960.40% | 20 | 1900.00% | - | - |
| 30 Sep, 21 | 1 | - | 252,439 | - | 0.36% | - | 1 | - | - | - |
Oncology Institute Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Oncology Institute's stock was made by Hively Brad on Jun 20 2024, selling 18,121 shares at $0.46 per share (valued at $8.30K).
Oncology Institute Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 8 | 2 | 400.00% |
| Q1 2024 | - | 7 | - |
| Q4 2023 | 14 | 13 | 107.69% |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | 24 | - | - |
| Q4 2022 | 33 | 44 | 75.00% |
| Q3 2022 | - | 22 | - |
| Q2 2022 | 3 | 8 | 37.50% |
| Q1 2022 | 20 | 6 | 333.33% |
| Q4 2021 | 36 | 13 | 276.92% |
| Q1 2021 | 2 | - | - |
| Q1 2020 | 1 | 7 | 14.29% |
8 total buy trades, and 2 total sell trades (buy/sell ratio of 4.00%) were made by Oncology Institute's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | 7 | - |
| Q4 2023 | 2 | 2 | 100.00% |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 8 | - | - |
| Q4 2022 | 1 | 37 | 2.70% |
| Q3 2022 | - | 19 | - |
| Q2 2022 | - | 2 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 7 | - | - |
| Q1 2021 | - | - | - |
| Q1 2020 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Oncology Institute's stocks.
Oncology Institute Peer Ownership
| Ticker | Company |
|---|---|
| CANO | Cano Health, Inc. |
| LFST | LifeStance Health Group, Inc. |
| SGRY | Surgery Partners, Inc. |
| BKD | Brookdale Senior Living Inc. |
| CCM | Concord Medical Services Holdings Limited |
| PNTG | The Pennant Group, Inc. |
| SNDA | Sonida Senior Living, Inc. |
| JYNT | The Joint Corp. |
| EHC | Encompass Health Corporation |
| UHS | Universal Health Services, Inc. |
| MD | Pediatrix Medical Group, Inc. |
| SEM | Select Medical Holdings Corporation |
| ADUS | Addus HomeCare Corporation |
| ENSG | The Ensign Group, Inc. |
| AGL | agilon health, inc. |
TOI Ownership FAQ
Who Owns Oncology Institute?
Oncology Institute is owned by institutional shareholders (4.05%), insiders (19.55%), and public (76.40%). The largest institutional shareholder of Oncology Institute is FMR LLC (6.40% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.08% of total shares).
Who are the major institutional shareholders of Oncology Institute?
Oncology Institute's major institutional shareholders are FMR LLC, DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C), VANGUARD GROUP INC, KENT LAKE CAPITAL LLC, and BALYASNY ASSET MANAGEMENT L.P.. The top five shareholders own together 18.01% of the company's share outstanding.
How many Oncology Institute shareholders are there?
As of Jun 2024, there are 10 institutional shareholders of Oncology Institute.
What percentage of Oncology Institute is owned by FMR LLC?
FMR LLC owns 4.75M shares of Oncology Institute, representing 6.40% of the company's total shares outstanding, valued at $2.19M (as of Jun 2024).
What percentage of Oncology Institute is owned by DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)?
As of Jun 2024, DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) holds 3.36M shares of Oncology Institute (TOI), compromising 4.53% of the company, valued at $1.55M.
What percentage of Oncology Institute is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Oncology Institute. The company owns 1.78M of the company's shares outstanding (worth $820.39K).