A detailed history of Svb Wealth LLC transactions in Bank Ozk stock. As of the latest transaction made, Svb Wealth LLC holds 16,536 shares of OZK stock, worth $689,055. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,536
Previous 28,070 41.09%
Holding current value
$689,055
Previous $1.28 Million 46.94%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$37.85 - $49.21 $436,561 - $567,588
-11,534 Reduced 41.09%
16,536 $677,000
Q1 2024

May 15, 2024

SELL
$41.6 - $49.75 $3,078 - $3,681
-74 Reduced 0.26%
28,070 $1.28 Million
Q4 2023

Jan 30, 2024

BUY
$35.16 - $51.61 $490,517 - $720,011
13,951 Added 98.29%
28,144 $1.4 Million
Q3 2023

Oct 23, 2023

SELL
$36.3 - $44.67 $16,625 - $20,458
-458 Reduced 3.13%
14,193 $526,000
Q2 2023

Jul 24, 2023

BUY
$31.33 - $41.62 $58,461 - $77,662
1,866 Added 14.6%
14,651 $588,000
Q1 2023

May 12, 2023

BUY
$33.05 - $48.69 $3,999 - $5,891
121 Added 0.96%
12,785 $437,000
Q4 2022

Feb 10, 2023

SELL
$39.09 - $47.84 $117 - $143
-3 Reduced 0.02%
12,664 $507,000
Q3 2022

Nov 09, 2022

BUY
$18.37 - $42.55 $232,692 - $538,980
12,667 New
12,667 $501,000

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $4.93B
  • 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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