Bank Ozk Incresed Positions in Q1 2025

Bank Ozk

  • $230 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
11.9K
+ 702.78%
$156.48 - $175.67 $1.86M - $2.09M
13.6K $2.23M
TMUS
T Mobile Us, Inc.

Communication Services
1.72K
+ 11.11%
$211.3 - $272.83 $364K - $470K
17.2K $4.59M
ORCL
Oracle Corp

Technology
8.23K
+ 388.58%
$139.81 - $186.47 $1.15M - $1.54M
10.4K $1.45M
LLY
Eli Lilly & CO

Healthcare
552
+ 4.85%
$725.72 - $929.72 $401K - $513K
11.9K $9.86M
AMGN
Amgen Inc

Healthcare
521
+ 4.41%
$258.59 - $327.36 $135K - $171K
12.3K $3.84M
IBM
International Business Machines Corp

Technology
2.06K
+ 24.22%
$217.4 - $264.74 $447K - $545K
10.6K $2.62M
NFLX
Netflix Inc

Communication Services
602
+ 18.85%
$828.4 - $1058.6 $499K - $637K
3.8K $3.54M
SO
Southern CO

Utilities
3.39K
+ 10.36%
$80.96 - $92.96 $275K - $316K
36.2K $3.32M
KR
Kroger CO

Consumer Defensive
5.65K
+ 20.55%
$58.36 - $67.72 $330K - $383K
33.2K $2.24M
SHEL
Shell PLC

Energy
4.46K
+ 25.78%
$62.84 - $73.29 $280K - $327K
21.7K $1.59M
COST
Costco Wholesale Corp

Consumer Defensive
415
+ 11.38%
$890.62 - $1076.86 $370K - $447K
4.06K $3.84M
PSX
Phillips 66

Energy
2.93K
+ 26.95%
$113.93 - $131.55 $333K - $385K
13.8K $1.7M
MA
Mastercard Inc

Financial Services
465
+ 4.86%
$504.67 - $576.31 $235K - $268K
10K $5.5M
PG
Procter & Gamble CO

Consumer Defensive
1.6K
+ 6.31%
$158.56 - $176.26 $253K - $282K
26.9K $4.59M
META
Meta Platforms, Inc.

Communication Services
604
+ 12.37%
$576.36 - $736.67 $348K - $445K
5.49K $3.16M
UNP
Union Pacific Corp

Industrials
787
+ 6.9%
$225.21 - $254.42 $177K - $200K
12.2K $2.88M
TT
Trane Technologies PLC

Industrials
1.34K
+ 19.48%
$332.0 - $400.86 $446K - $538K
8.23K $2.77M
AMP
Ameriprise Financial Inc

Financial Services
905
+ 20.15%
$472.29 - $575.13 $427K - $520K
5.4K $2.61M
ED
Consolidated Edison Inc

Utilities
1.51K
+ 65.55%
$88.0 - $110.59 $133K - $167K
3.82K $422K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.3K
+ 13.88%
$72.7 - $84.32 $240K - $279K
27.1K $2.02M
AXP
American Express CO

Financial Services
1.52K
+ 20.44%
$255.39 - $325.87 $388K - $496K
8.96K $2.41M
FIS
Fidelity National Information Services, Inc.

Technology
4.21K
+ 20.13%
$68.12 - $83.42 $287K - $351K
25.1K $1.88M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.91K
+ 23.12%
$186.55 - $250.04 $356K - $477K
10.2K $2.05M
AVB
Avalonbay Communities Inc

Real Estate
781
+ 9.81%
$207.86 - $228.08 $162K - $178K
8.74K $1.88M
AEP
American Electric Power CO Inc

Utilities
118
+ 2.09%
$90.32 - $109.27 $10.7K - $12.9K
5.76K $628K
ALL
Allstate Corp

Financial Services
7
+ 0.11%
$180.99 - $210.18 $1.27K - $1.47K
6.19K $1.28M
NXPI
Nxp Semiconductors N.V.

Technology
1.2K
+ 12.55%
$189.99 - $245.86 $227K - $294K
10.7K $2.04M
IVE
Ishares S&P 500 Value ETF

ETFs
178
+ 7.39%
$185.78 - $198.58 $33.1K - $35.3K
2.59K $493K
UNH
Unitedhealth Group Inc

Healthcare
34
+ 4.64%
$461.52 - $548.18 $15.7K - $18.6K
766 $401K
BND
Vanguard Bd Index Fd Inc Total

ETFs
136
+ 4.11%
$71.17 - $73.66 $9.68K - $10K
3.45K $253K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
51
+ 1.78%
$90.0 - $96.32 $4.59K - $4.91K
2.91K $268K
1 Ws Credit Income Fund
102
+ 0.58%
N/A
17.6K $0
Arista Networks Inc
3.49K
+ 9.93%
N/A
38.6K $0
Ge Healthcare Technolo
5.02K
+ 23.1%
N/A
26.8K $0
Jacobs Solutions Inc
1.75K
+ 11.72%
N/A
16.7K $0
CMCSA
Comcast Corp

Communication Services
129
+ 1.37%
$33.19 - $38.23 $4.28K - $4.93K
9.57K $353K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
71
+ 4.42%
$126.86 - $146.45 $9.01K - $10.4K
1.68K $213K
IVW
Ishares S&P 500 Growth ETF

ETFs
229
+ 5.27%
$92.45 - $106.69 $21.2K - $24.4K
4.57K $424K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.79K
+ 18.48%
$165.25 - $224.62 $626K - $851K
24.3K $4.03M
BX
Blackstone Inc.

Financial Services
2.81K
+ 20.04%
$136.53 - $186.74 $383K - $524K
16.8K $2.35M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.88K
+ 16.76%
$47.79 - $59.89 $472K - $591K
68.8K $3.45M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.71K
+ 11.74%
$103.02 - $140.69 $176K - $241K
16.3K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.12%
$551.42 - $612.93 $3.31K - $3.68K
5.12K $2.86M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.13K
+ 23.22%
$283.06 - $421.16 $320K - $476K
6K $1.7M
PWR
Quanta Services, Inc.

Industrials
1.12K
+ 11.06%
$236.71 - $358.03 $265K - $401K
11.2K $2.86M
NVDA
Nvidia Corp

Technology
4.19K
+ 7.62%
$106.98 - $149.43 $449K - $627K
59.2K $6.42M
MSFT
Microsoft Corp

Technology
758
+ 2.75%
$375.39 - $447.2 $285K - $339K
28.4K $10.6M
AAPL
Apple Inc.

Technology
344
+ 0.56%
$209.68 - $247.1 $72.1K - $85K
61.4K $13.6M
Activity Summary
Buys All Purchases 50 New Holdings 1 Increased Positions 49 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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