A detailed history of Warren Averett Asset Management, LLC transactions in Bank Ozk stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 12,156 shares of OZK stock, worth $532,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,156
Previous 14,223 14.53%
Holding current value
$532,311
Previous $583,000 10.46%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$39.66 - $47.08 $81,977 - $97,314
-2,067 Reduced 14.53%
12,156 $522,000
Q2 2024

Aug 14, 2024

BUY
$37.85 - $49.21 $9,500 - $12,351
251 Added 1.8%
14,223 $583,000
Q1 2024

May 15, 2024

BUY
$41.6 - $49.75 $4,076 - $4,875
98 Added 0.71%
13,972 $635,000
Q4 2023

Feb 14, 2024

BUY
$35.16 - $51.61 $487,809 - $716,037
13,874 New
13,874 $691,000

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $5.18B
  • 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 Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.