Latest Institutional Transactions on Bank Ozk (OZK)
This table provides information on the latest institutional transactions involving Bank Ozk (OZK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-288- 0.46% |
$12K - $15.3K
|
62.4K
$2.73M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.41K+ 21.8% |
$101K - $128K
|
13.5K
$589K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 2.58% |
$16.5K - $21K
|
14.9K
$653K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16.5K+ 29.63% |
$686K - $874K
|
72K
$3.15M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
7.24K+ 830.16% |
$302K - $384K
|
8.11K
$355K
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
22.1K+ 13.48% |
$920K - $1.17M
|
186K
$8.12M
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2.28K- 0.93% |
$95K - $121K
|
243K
$10.6M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$16.7K - $21.2K
|
400
$17.5K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.33K+ 33.74% |
$97.1K - $124K
|
9.23K
$404K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.82K+ 1052.02% |
$75.9K - $96.6K
|
1.99K
$87.2K
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.88K+ 55.23% |
$245K - $312K
|
16.5K
$723K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-389- 6.87% |
$16.2K - $20.7K
|
5.28K
$231K
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-34.5K- 10.08% |
$1.44M - $1.83M
|
308K
$13.5M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
239K+ 5021.23% |
$9.96M - $12.7M
|
244K
$10.7M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 5.96% |
$1.54K - $1.96K
|
658
$28.8K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 187.5% |
$626 - $797
|
23
$1.01K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27- 3.7% |
$1.13K - $1.43K
|
703
$30.7K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.43K+ 176.79% |
$59.7K - $76K
|
2.24K
$98K
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.81KNew |
$242K - $308K
|
5.81K
$254K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-38- 22.22% |
$1.58K - $2.02K
|
133
$5.82K
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
493New |
$20.4K - $24.9K
|
493
$21.6K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.04K+ 10.68% |
$250K - $306K
|
62.6K
$2.74M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.63KNew |
$316K - $386K
|
7.63K
$334K
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-38.3K- 68.09% |
$1.58M - $1.94M
|
17.9K
$785K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.59K- 5.97% |
$107K - $131K
|
40.7K
$1.78M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-299K- 28.91% |
$12.4M - $15.1M
|
736K
$32.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24.9K+ 8.33% |
$1.03M - $1.26M
|
323K
$14.1M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 1.22% |
$251K - $306K
|
503K
$22M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
58.2K+ 37.2% |
$2.41M - $2.94M
|
215K
$9.39M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.71KNew |
$278K - $339K
|
6.71K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
577+ 2.62% |
$23.9K - $29.2K
|
22.6K
$989K
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2- 0.03% |
$82.8 - $101
|
6.82K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
741New |
$30.7K - $37.5K
|
741
$32.4K
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.15% |
$621 - $758
|
10.2K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21.5K- 28.15% |
$891K - $1.09M
|
54.9K
$2.4M
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-107K- 30.52% |
$4.41M - $5.39M
|
243K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.3K- 46.9% |
$2.08M - $2.54M
|
56.9K
$2.49M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-60.6K- 24.47% |
$2.51M - $3.06M
|
187K
$8.18M
|
|
Feb 14, 2025
Q4 2024
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-6.65K- 14.14% |
$275K - $336K
|
40.4K
$1.77M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
384K+ 5.4% |
$15.9M - $19.4M
|
7.49M
$328M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
422+ 3.47% |
$17.5K - $21.3K
|
12.6K
$550K
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.1KNew |
$252K - $308K
|
6.1K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
336+ 589.47% |
$13.9K - $17K
|
393
$17.2K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
189New |
$7.82K - $9.55K
|
189
$8.26K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
970New |
$40.1K - $49K
|
970
$42.4K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.2KNew |
$793K - $969K
|
19.2K
$838K
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.66KNew |
$193K - $236K
|
4.66K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-362K- 67.4% |
$15M - $18.3M
|
175K
$7.65M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-124- 1.31% |
$5.13K - $6.27K
|
9.33K
$408K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
104KNew |
$4.32M - $5.28M
|
104K
$4.57M
|