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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.14KNew |
$339K - $405K
|
8.14K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-519- 3.26% |
$21.6K - $25.8K
|
15.4K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
249+ 3.92% |
$10.4K - $12.4K
|
6.61K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.81KNew |
$200K - $239K
|
4.81K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.96% |
$41.6 - $49.8
|
52
$2.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.78KNew |
$407K - $486K
|
9.78K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 10.36% |
$108K - $129K
|
22.5K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.8K- 84.85% |
$116K - $139K
|
500
$23.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.95KNew |
$206K - $246K
|
4.95K
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
17.2K+ 50.17% |
$715K - $855K
|
51.5K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
465+ 3.89% |
$19.3K - $23.1K
|
12.4K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.56% |
$83.2 - $99.5
|
34
$1.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.5KNew |
$562K - $672K
|
13.5K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.3KNew |
$553K - $662K
|
13.3K
$618K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-214- 3.42% |
$8.9K - $10.6K
|
6.05K
$281K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.5KNew |
$146K - $174K
|
3.5K
$163K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-79- 17.67% |
$2.78K - $4.08K
|
368
$17.1K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-607- 62.38% |
$21.3K - $31.3K
|
366
$17K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
78.8KNew |
$2.77M - $4.07M
|
78.8K
$3.66M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.7K- 4.43% |
$59.8K - $87.7K
|
36.6K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.24KNew |
$149K - $219K
|
4.24K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
381K+ 171.58% |
$13.4M - $19.7M
|
603K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27New |
$949 - $1.39K
|
27
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.4KNew |
$155K - $227K
|
4.4K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.53KNew |
$159K - $234K
|
4.53K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
25KNew |
$879K - $1.29M
|
25K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
367New |
$12.9K - $18.9K
|
367
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
13.9KNew |
$489K - $717K
|
13.9K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.51KNew |
$334K - $491K
|
9.51K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.38KNew |
$48.7K - $71.4K
|
1.38K
$64.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-18.1K- 57.99% |
$637K - $935K
|
13.1K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.13% |
$141 - $206
|
357
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
2.6KNew |
$91.4K - $134K
|
2.6K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$358K - $526K
|
10.2K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 5.56% |
$70.3 - $103
|
38
$1.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
111+ 39.5% |
$3.9K - $5.73K
|
392
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
35.9KNew |
$1.26M - $1.85M
|
35.9K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49.8K- 78.97% |
$1.75M - $2.57M
|
13.3K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
17.5KNew |
$615K - $903K
|
17.5K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
12KNew |
$422K - $619K
|
12K
$557K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-196Closed |
$6.89K - $10.1K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 84.44% |
$2.67K - $3.92K
|
166
$7.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.39KNew |
$154K - $227K
|
4.39K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
701K+ 45.67% |
$24.6M - $36.2M
|
2.23M
$104M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.13KNew |
$145K - $213K
|
4.13K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
329New |
$11.6K - $17K
|
329
$15.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$2.71K - $3.97K
|
77
$3.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.21K- 51.09% |
$148K - $217K
|
4.03K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-21- 15.91% |
$738 - $1.08K
|
111
$5.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.31KNew |
$152K - $223K
|
4.31K
$200K
|
|