Forum Financial Management, LP Bank Ozk Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Bank Ozk stock. As of the latest transaction made, Forum Financial Management, LP holds 5,902 shares of OZK stock, worth $272,672. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,902
              Previous 5,396
              
        
           9.38%
        
      
          
        Holding current value
$272,672
            Previous $253,000
            
        
           18.58%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  5 transactions
	
  Others Institutions Holding OZK
# of Institutions
556Shares Held
107MCall Options Held
1.33MPut Options Held
1.2M- 
    
      Vanguard Group Inc Valley Forge, PA11.3MShares$523 Million0.01% of portfolio
- 
    
      Black Rock Inc. New York, NY9.99MShares$462 Million0.01% of portfolio
- 
    
      State Street Corp Boston, MA6.48MShares$299 Million0.01% of portfolio
- 
    
      Dimensional Fund Advisors LP Austin, TX6.45MShares$298 Million0.07% of portfolio
- 
    
      Wasatch Advisors Inc Salt Lake City, UT5.51MShares$255 Million1.41% of portfolio
About Bank OZK
- Ticker OZK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 118,308,000
- Market Cap $5.47B
- Description
- Bank OZK provides various retail and commercial banking services. It accepts various deposit products, including non-interest-bearing checking, interest bearing transaction, business sweep, savings, money market, individual retirement, and other accounts, as well as time deposits. The company also offers real estate, consumer and business purpos...