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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35+ 0.66% |
$1.46K - $1.86K
|
5.31K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.26K+ 6.11% |
$345K - $439K
|
143K
$7.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
88+ 1.42% |
$3.67K - $4.67K
|
6.3K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
39+ 0.31% |
$1.63K - $2.07K
|
12.5K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.3K+ 235.23% |
$471K - $600K
|
16.1K
$832K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.95K- 23.62% |
$123K - $157K
|
9.55K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
89+ 15.03% |
$3.71K - $4.73K
|
681
$35.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.07K- 20.93% |
$336K - $428K
|
30.5K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.33KNew |
$222K - $283K
|
5.33K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-63- 0.03% |
$2.63K - $3.35K
|
245K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.2K+ 3.79% |
$91.6K - $117K
|
60.2K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
18.2K+ 118.75% |
$760K - $967K
|
33.6K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
157+ 3.32% |
$6.55K - $8.34K
|
4.88K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-10K- 24.12% |
$417K - $531K
|
31.5K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.7K- 1.29% |
$70.9K - $90.3K
|
130K
$6.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.42K- 2.82% |
$59.3K - $75.5K
|
49K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 8.7% |
$83.4 - $106
|
25
$1.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
376+ 0.53% |
$15.7K - $20K
|
71K
$3.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
13.1K+ 15.55% |
$546K - $695K
|
97.3K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.6K+ 12.57% |
$401K - $510K
|
86K
$4.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.29K- 29.07% |
$53.7K - $68.3K
|
3.14K
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
46.3K+ 55.42% |
$1.93M - $2.46M
|
130K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.08% |
$167 - $212
|
5.18K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.14KNew |
$381K - $485K
|
9.14K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-310- 91.18% |
$12.9K - $16.5K
|
30
$1.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-72- 27.48% |
$3K - $3.82K
|
190
$9.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37New |
$1.54K - $1.96K
|
37
$1.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.01% |
$125 - $159
|
299
$15.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.98K+ 8.05% |
$82.4K - $105K
|
26.5K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 4.8% |
$45.3K - $57.7K
|
23.7K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.8% |
$125 - $159
|
110
$5.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.7K- 34.44% |
$154K - $196K
|
7.04K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
23.5K+ 39.82% |
$980K - $1.25M
|
82.5K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
330+ 2.74% |
$13.8K - $17.5K
|
12.4K
$639K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.13K+ 24.75% |
$214K - $272K
|
25.8K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120+ 5.92% |
$5.01K - $6.37K
|
2.15K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
128+ 0.1% |
$5.34K - $6.8K
|
128K
$6.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-750- 0.25% |
$31.3K - $39.8K
|
295K
$15.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$209 - $266
|
5
$258
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
595+ 11.83% |
$24.8K - $31.6K
|
5.62K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-750- 12.21% |
$31.3K - $39.8K
|
5.4K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-373- 7.37% |
$15.6K - $19.8K
|
4.69K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.21KNew |
$342K - $436K
|
8.21K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.63K+ 3.46% |
$67.9K - $86.4K
|
48.6K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
39+ 0.8% |
$1.63K - $2.07K
|
4.93K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 83.72% |
$1.5K - $1.91K
|
79
$4.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28KNew |
$1.17M - $1.49M
|
28K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.4KNew |
$1.52M - $1.94M
|
36.4K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.8K+ 54.82% |
$492K - $627K
|
33.3K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$41.7 - $53.1
|
1
$51.7
|