The Oncology Institute, Inc.

NasdaqCM:TOI Stock Report

Market Cap: US$15.9m

Oncology Institute Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:TOI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Dec 24BuyUS$50,000Bradford HivelyIndividual300,000US$0.17
29 Jan 24SellUS$18,310Havencrest Capital Management, LLCCompany8,637US$2.12
26 Jan 24SellUS$96,835Havencrest Capital Management, LLCCompany43,776US$2.30
23 Jan 24SellUS$58,551Havencrest Capital Management, LLCCompany27,587US$2.13

Insider Trading Volume

Insider Buying: TOI insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TOI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders14,381,86819%
VC/PE Firms15,256,38320.2%
Institutions15,995,26921.2%
General Public29,925,55539.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.5%.

Top Shareholders

Top 25 shareholders own 58.97% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
20.2%
M33 Growth, LLC
15,256,383US$3.2m0%no data
6.13%
Daniel Murillo
4,634,908US$973.8k0%no data
5.47%
Ravi Sarin
4,132,962US$868.3k0%no data
4.72%
Richy Agajanian
3,565,652US$749.1k0%no data
4.45%
Deerfield Management Company, L.P. Series C
3,360,052US$705.9k0%0.01%
3.48%
TIFF Advisory Services, LLC
2,632,885US$553.2k85.6%0.18%
2.69%
Cincinnati Financial Corp., Asset Management Arm
2,034,045US$427.4k191%no data
2.65%
Kent Lake PR LLC
2,000,000US$420.2k14.3%0.13%
2.36%
The Vanguard Group, Inc.
1,783,454US$374.7k0%no data
2.28%
Balyasny Asset Management L.P.
1,725,562US$362.5k0%no data
0.55%
Bradford Hively
417,517US$87.7k-0.11%no data
0.53%
Daniel Virnich
396,705US$83.3k-31.7%no data
0.5%
Geode Capital Management, LLC
379,981US$79.8k5.47%no data
0.45%
Richard Barasch
337,201US$70.8k31.1%no data
0.34%
FourWorld Capital Management LLC
257,000US$54.0k0%0.02%
0.33%
BlackRock, Inc.
252,940US$53.1k23.5%no data
0.33%
Havencrest Capital Management, LLC
252,626US$53.1k-97.1%no data
0.25%
Freegulliver, L.L.C.
188,169US$39.5k0%0.02%
0.22%
Renaissance Technologies LLC
170,000US$35.7k-49.9%no data
0.21%
Mihir Shah
161,617US$34.0k0%no data
0.17%
Anne McGeorge
127,346US$26.8k78.5%no data
0.17%
Matthew Miller
125,287US$26.3k0%no data
0.17%
BNY Asset Management
125,141US$26.3k178%no data
0.16%
Mohit Kaushal
121,253US$25.5k36.7%no data
0.15%
Karen Johnson
115,185US$24.2k82.3%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:08
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Oncology Institute, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander DraperGuggenheim Securities, LLC
Brian TanquilutJefferies LLC