Nelson, Van Denburg & Campbell Wealth Management Group, LLC Bank Ozk Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$37.85 - $49.21 $12,793 - $16,632	-338 Reduced 25.26%	1,000 $41,000
Q1 2024 Apr 30, 2024	BUY	$41.6 - $49.75 $55,660 - $66,565	1,338 New	1,338 $60,000
Q4 2018 Feb 13, 2019	SELL	$21.19 - $38.72 $45,939 - $83,944	-2,168 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$37.96 - $46.81 $82,297 - $101,484	2,168 New	2,168 $82,000

Others Institutions Holding OZK

# of Institutions

502

Shares Held

104M

Call Options Held

1.65M

Put Options Held

1.06M

Vanguard Group Inc Valley Forge, PA

11.5M
Shares

$597 Million
0.01% of portfolio
Black Rock Inc. New York, NY

9.99M
Shares

$519 Million
0.01% of portfolio
State Street Corp Boston, MA

7.11M
Shares

$369 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

6.72M
Shares

$349 Million
0.07% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

5.95M
Shares

$309 Million
1.27% of portfolio

View Full List

About Bank OZK

Ticker OZK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 118,308,000
Market Cap $6.15B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account