A detailed history of Naviter Wealth, LLC transactions in Bank Ozk stock. As of the latest transaction made, Naviter Wealth, LLC holds 51,457 shares of OZK stock, worth $2.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
51,457
Previous 51,457 -0.0%
Holding current value
$2.5 Million
Previous $2.11 Million 4.84%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$41.6 - $49.75 $715,187 - $855,302
17,192 Added 50.17%
51,457 $2.34 Million
Q4 2023

Feb 05, 2024

SELL
$35.16 - $51.61 $254,558 - $373,656
-7,240 Reduced 17.44%
34,265 $1.71 Million
Q2 2023

Jul 20, 2023

BUY
$31.33 - $41.62 $1.3 Million - $1.73 Million
41,505 New
41,505 $1.67 Million
Q4 2022

Jan 31, 2023

BUY
$39.09 - $47.84 $390,900 - $478,400
10,000 New
10,000 $400,000

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $5.74B
  • 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
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.