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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 6.98% |
$1.06M - $1.34M
|
387K
$20M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
14.6KNew |
$611K - $777K
|
14.6K
$757K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.38KNew |
$141K - $179K
|
3.38K
$174K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13K- 16.55% |
$541K - $688K
|
65.4K
$3.38M
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.79K+ 28.46% |
$158K - $201K
|
17.1K
$883K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.2K+ 100.21% |
$426K - $542K
|
20.4K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.28K- 20.51% |
$53.2K - $67.8K
|
4.94K
$256K
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.61KNew |
$359K - $457K
|
8.61K
$445K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.33K+ 152.17% |
$139K - $177K
|
5.51K
$285K
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
119+ 0.81% |
$4.96K - $6.32K
|
14.8K
$766K
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-68.2K- 10.19% |
$2.85M - $3.62M
|
601K
$31.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86+ 0.22% |
$3.59K - $4.57K
|
38.8K
$2.01M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.91KNew |
$330K - $420K
|
7.91K
$409K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
100+ 8.71% |
$4.17K - $5.31K
|
1.25K
$64.5K
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-688- 2.33% |
$28.7K - $36.5K
|
28.8K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
428+ 2.44% |
$17.9K - $22.7K
|
18K
$930K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.78KNew |
$241K - $307K
|
5.78K
$299K
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.6K- 24.47% |
$66.7K - $84.9K
|
4.94K
$255K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 20.83% |
$417 - $531
|
58
$3K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-151- 97.42% |
$6.3K - $8.02K
|
4
$207
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.1KNew |
$421K - $536K
|
10.1K
$522K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.4K+ 67.82% |
$433K - $552K
|
25.7K
$1.33M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.08K- 2.23% |
$45K - $57.3K
|
47.4K
$2.45M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 500.0% |
$626 - $797
|
18
$930
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 8.54% |
$5.21M - $6.64M
|
1.34M
$69.2M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-34- 17.62% |
$1.42K - $1.81K
|
159
$8.22K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-66- 0.11% |
$2.75K - $3.5K
|
61.7K
$3.19M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.09% |
$209 - $266
|
5.4K
$279K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.4K+ 2.84% |
$58.4K - $74.3K
|
50.7K
$2.62M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.43K- 2.57% |
$59.6K - $75.9K
|
54.3K
$2.81M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-442- 1.41% |
$18.4K - $23.5K
|
30.8K
$1.59M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.02% |
$12.5K - $15.9K
|
29.6K
$1.53M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.52K- 8.67% |
$272K - $346K
|
68.7K
$3.55M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.4K+ 62.28% |
$726K - $925K
|
45.4K
$2.35M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$542 - $690
|
13
$672
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-3.5K- 1.22% |
$146K - $186K
|
284K
$14.7M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 64.52% |
$834 - $1.06K
|
11
$569
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
59.8K+ 44.17% |
$2.5M - $3.18M
|
195K
$10.1M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-200- 94.34% |
$8.34K - $10.6K
|
12
$620
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-614- 4.85% |
$25.6K - $32.6K
|
12K
$622K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.48K+ 12.92% |
$228K - $291K
|
47.9K
$2.47M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-401- 4.71% |
$16.7K - $21.3K
|
8.11K
$419K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 37.74% |
$954K - $1.21M
|
83.5K
$4.31M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.8% |
$8.34K - $10.6K
|
25.2K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.3K+ 35.1% |
$179K - $228K
|
16.6K
$855K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$250 - $319
|
6
$310
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.65K- 17.62% |
$68.6K - $87.3K
|
7.69K
$397K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.06KNew |
$294K - $375K
|
7.06K
$365K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.54K+ 11.08% |
$64.1K - $81.6K
|
15.4K
$796K
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.32K- 10.04% |
$55.1K - $70.1K
|
11.8K
$612K
|