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 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-139- 97.2% |
$5.75K - $7.07K
|
4
$186
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500- 2.78% |
$20.7K - $25.4K
|
17.5K
$812K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1KNew |
$41.4K - $50.8K
|
1K
$46.4K
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.5K- 20.89% |
$227K - $280K
|
20.8K
$967K
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-7.48KClosed |
$309K - $380K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-44- 50.0% |
$1.82K - $2.24K
|
44
$2.04K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-53Closed |
$2.19K - $2.69K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
71New |
$2.94K - $3.61K
|
71
$3.3K
|
|
Apr 28, 2022
Q1 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-353KClosed |
$14.6M - $17.9M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7Closed |
$289 - $356
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-969Closed |
$40.1K - $49.3K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-7.05KClosed |
$291K - $358K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-4.66KClosed |
$193K - $237K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7.53KNew |
$311K - $383K
|
7.53K
$349K
|
|
Q4 2021 | |||||||
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 11.29% |
$304 - $336
|
69
$3.2K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-82Closed |
$3.56K - $3.93K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-379Closed |
$16.4K - $18.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-7.39KClosed |
$321K - $354K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-51.7KClosed |
$2.24M - $2.48M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-12KClosed |
$521K - $576K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-196Closed |
$8.5K - $9.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.1KClosed |
$437K - $483K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-132Closed |
$5.73K - $6.33K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
8.25KNew |
$358K - $396K
|
8.25K
$383K
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.86KClosed |
$254K - $281K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$4.34K - $4.8K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110Closed |
$4.77K - $5.27K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.89KClosed |
$256K - $282K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
82New |
$3.19K - $3.62K
|
82
$3.81K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-937- 13.9% |
$36.4K - $41.4K
|
5.81K
$269K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-975- 7.51% |
$37.9K - $43K
|
12K
$557K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-84Closed |
$3.27K - $3.71K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-85.6KClosed |
$3.33M - $3.78M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.44KClosed |
$212K - $240K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-235KClosed |
$9.15M - $10.4M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.58KNew |
$100K - $114K
|
2.58K
$120K
|
|
Nov 10, 2021
Q3 2021
|
Nierenberg Investment Management Company, Inc.
Camas, WA |
SELL
|
- |
-8.86KClosed |
$344K - $391K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.7KClosed |
$453K - $515K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-60.6KClosed |
$2.36M - $2.68M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.3KClosed |
$674K - $765K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
326New |
$12.7K - $14.4K
|
326
$15.1K
|
|
Oct 20, 2021
Q3 2021
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-19.1KClosed |
$743K - $843K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-16Closed |
$622 - $706
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-608- 35.25% |
$23.4K - $27K
|
1.12K
$51.9K
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-17KClosed |
$654K - $756K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-6.22KClosed |
$239K - $276K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-64.2KClosed |
$2.47M - $2.85M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-13KClosed |
$499K - $577K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-141KClosed |
$5.43M - $6.27M
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
SELL
|
CALL |
-600Closed |
$23.1K - $26.7K
|
0
$0
|