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, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-951- 8.65% |
$31.4K - $46.3K
|
10K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$165 - $243
|
5
$232
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.85% |
$66.1 - $97.4
|
233
$10.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-36- 42.86% |
$1.19K - $1.75K
|
48
$2.23K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
32New |
$1.06K - $1.56K
|
32
$1.49K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.02KNew |
$199K - $293K
|
6.02K
$279K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.09K+ 32.99% |
$102K - $150K
|
12.4K
$577K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
10.3KNew |
$339K - $500K
|
10.3K
$476K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-18.8K- 65.34% |
$623K - $918K
|
10K
$464K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-962- 8.29% |
$31.8K - $46.8K
|
10.6K
$494K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
221New |
$7.3K - $10.8K
|
221
$10.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.6KNew |
$52.9K - $77.9K
|
1.6K
$74.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1K- 3.69% |
$33.1K - $48.7K
|
26.1K
$1.21M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-70- 1.08% |
$2.31K - $3.41K
|
6.39K
$297K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.06KNew |
$41.4K - $50.7K
|
1.06K
$49.2K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-168- 1.52% |
$6.57K - $8.04K
|
10.9K
$507K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.05KNew |
$40.9K - $50.1K
|
1.05K
$48.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.04K- 12.18% |
$40.6K - $49.7K
|
7.48K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
114+ 4.82% |
$4.46K - $5.45K
|
2.48K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
648+ 12.79% |
$25.3K - $31K
|
5.71K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
$523K - $641K
|
13.4K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.23K+ 61.67% |
$204K - $250K
|
13.7K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.8KNew |
$579K - $709K
|
14.8K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.7K+ 47.33% |
$534K - $654K
|
42.5K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
50.2K+ 15.65% |
$1.96M - $2.4M
|
371K
$17.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
771New |
$30.1K - $36.9K
|
771
$35.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
13KNew |
$508K - $622K
|
13K
$603K
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.66KNew |
$260K - $319K
|
6.66K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
1.71K+ 5.66% |
$67K - $82K
|
32K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 42.11% |
$313 - $383
|
27
$1.25K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-536- 3.04% |
$21K - $25.6K
|
17.1K
$793K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
305New |
$11.9K - $14.6K
|
305
$14.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.9K+ 23961.11% |
$506K - $619K
|
13K
$603K
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1+ 0.01% |
$39.1 - $47.8
|
9.93K
$461K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 24.46% |
$57.1K - $69.9K
|
7.44K
$345K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.7K+ 3.91% |
$105K - $129K
|
71.6K
$3.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
578+ 6.67% |
$22.6K - $27.7K
|
9.24K
$429K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38New |
$1.49K - $1.82K
|
38
$1.76K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$782 - $957
|
20
$928
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 3.61% |
$352 - $431
|
258
$12K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$3.91K - $4.78K
|
100
$4.64K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
43New |
$1.68K - $2.06K
|
43
$2K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7Closed |
$129 - $298
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
912+ 9.91% |
$16.8K - $38.8K
|
10.1K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
65New |
$1.19K - $2.77K
|
65
$3.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-908- 2.77% |
$16.7K - $38.6K
|
31.9K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.38K+ 6.3% |
$25.4K - $58.8K
|
23.3K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-577- 27.57% |
$10.6K - $24.6K
|
1.52K
$70.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
462+ 0.93% |
$8.49K - $19.7K
|
50K
$2.32M
|
|