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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2- 0.05% |
$36.7 - $85.1
|
3.88K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
204New |
$3.75K - $8.68K
|
204
$9.47K
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.34K- 10.32% |
$24.5K - $56.8K
|
11.6K
$539K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.15KNew |
$94.5K - $219K
|
5.15K
$239K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-242- 3.2% |
$4.45K - $10.3K
|
7.33K
$340K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.91K- 16.19% |
$53.4K - $124K
|
15K
$699K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8KNew |
$147K - $340K
|
8K
$371K
|
|
|
Oct 31, 2022
Q3 2022
|
Millrace Asset Group, Inc.
|
SELL
|
- |
-5.05K- 34.0% |
$92.7K - $215K
|
9.8K
$455K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.82KNew |
$33.5K - $77.6K
|
1.82K
$84.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
31+ 52.54% |
$569 - $1.32K
|
90
$4.18K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
81New |
$1.49K - $3.45K
|
81
$3.76K
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-22.5KClosed |
$787K - $950K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45Closed |
$1.58K - $1.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-247Closed |
$8.65K - $10.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
6.5KNew |
$228K - $275K
|
6.5K
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.28KClosed |
$220K - $266K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-25Closed |
$876 - $1.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-9KClosed |
$315K - $381K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6Closed |
$210 - $254
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-1.05MClosed |
$37M - $44.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.56KNew |
$335K - $404K
|
9.56K
$444K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-21.6K- 92.36% |
$756K - $912K
|
1.78K
$82.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.2KClosed |
$356K - $430K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-452- 1.48% |
$15.8K - $19.1K
|
30.1K
$1.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-5.06KClosed |
$177K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
10.2K+ 66.7% |
$357K - $431K
|
25.4K
$1.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-80.6KClosed |
$2.82M - $3.41M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.16KClosed |
$181K - $218K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-13.8KClosed |
$482K - $583K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4KNew |
$140K - $169K
|
4K
$186K
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-147K- 68.77% |
$5.15M - $6.21M
|
66.7K
$3.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-66Closed |
$2.31K - $2.79K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 6.33% |
$3.85K - $4.65K
|
1.63K
$75.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19K- 49.91% |
$666K - $804K
|
19.1K
$885K
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
8.3KNew |
$291K - $351K
|
8.3K
$385K
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
2.5KNew |
$87.6K - $106K
|
2.5K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
700New |
$24.5K - $29.6K
|
700
$32.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11KNew |
$385K - $465K
|
11K
$511K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
860New |
$30.1K - $36.4K
|
860
$39.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-125Closed |
$4.38K - $5.29K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-120KClosed |
$4.21M - $5.09M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-226Closed |
$7.92K - $9.56K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
84New |
$2.94K - $3.55K
|
84
$3.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-290- 28.66% |
$10.2K - $12.3K
|
722
$33.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.97KClosed |
$209K - $253K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
6.62KNew |
$232K - $280K
|
6.62K
$307K
|
|
| Q1 2022 | |||||||
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
68.4KNew |
$2.83M - $3.48M
|
68.4K
$3.17M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.9KClosed |
$285K - $351K
|
0
$0
|
|