A detailed history of Integrated Wealth Concepts LLC transactions in Bank Ozk stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 74,143 shares of OZK stock, worth $3.81 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
74,143
Holding current value
$3.81 Million
% of portfolio
0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$41.39 - $50.55 $3.07 Million - $3.75 Million
74,143 New
74,143 $3.3 Million
Q2 2023

Aug 15, 2023

SELL
$31.33 - $41.62 $321,163 - $426,646
-10,251 Reduced 39.36%
15,792 $634,000
Q1 2023

May 03, 2023

BUY
$33.05 - $48.69 $860,721 - $1.27 Million
26,043 New
26,043 $891,000

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $6.09B
  • 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...
More about OZK
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