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 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.9K- 1.73% |
$102K - $150K
|
164K
$8.5M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-607- 62.38% |
$21.3K - $31.3K
|
366
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.4KNew |
$155K - $227K
|
4.4K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.24KNew |
$149K - $219K
|
4.24K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
25KNew |
$879K - $1.29M
|
25K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
367New |
$12.9K - $18.9K
|
367
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
13.9KNew |
$489K - $717K
|
13.9K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.51KNew |
$334K - $491K
|
9.51K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.53KNew |
$159K - $234K
|
4.53K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.38KNew |
$48.7K - $71.4K
|
1.38K
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-18.1K- 57.99% |
$637K - $935K
|
13.1K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.13% |
$141 - $206
|
357
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
111+ 39.5% |
$3.9K - $5.73K
|
392
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 5.56% |
$70.3 - $103
|
38
$1.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$358K - $526K
|
10.2K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
35.9KNew |
$1.26M - $1.85M
|
35.9K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
17.5KNew |
$615K - $903K
|
17.5K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
12KNew |
$422K - $619K
|
12K
$620K
|
|
|
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
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.39KNew |
$154K - $227K
|
4.39K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.13KNew |
$145K - $213K
|
4.13K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
329New |
$11.6K - $17K
|
329
$17K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-21- 15.91% |
$738 - $1.08K
|
111
$5.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$2.71K - $3.97K
|
77
$3.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.31KNew |
$152K - $223K
|
4.31K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$2.25K - $3.3K
|
64
$3.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
14New |
$492 - $723
|
14
$724
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.97KNew |
$175K - $256K
|
4.97K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-43.5K- 4.68% |
$1.53M - $2.24M
|
885K
$45.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$168K - $247K
|
4.78K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
48New |
$1.69K - $2.48K
|
48
$2.48K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$3.97K - $5.83K
|
113
$5.84K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
34New |
$1.2K - $1.75K
|
34
$1.76K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.43KNew |
$191K - $280K
|
5.43K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.29K+ 21.17% |
$186K - $273K
|
30.3K
$1.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.79KNew |
$168K - $247K
|
4.79K
$247K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.5KNew |
$382K - $470K
|
10.5K
$544K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
788K+ 1430.67% |
$28.6M - $35.2M
|
843K
$43.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.82% |
$145 - $179
|
491
$25.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.57KNew |
$238K - $293K
|
6.57K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$406K - $499K
|
11.2K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$588K - $724K
|
16.2K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$1.89K - $2.32K
|
52
$2.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
183KNew |
$6.64M - $8.17M
|
183K
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
5.91KNew |
$214K - $264K
|
5.91K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
75New |
$2.72K - $3.35K
|
75
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-114Closed |
$4.14K - $5.09K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.13K
|
70
$3.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-120- 75.0% |
$4.36K - $5.36K
|
40
$2.07K
|
|