Latest Institutional Purchases of Bank Ozk (OZK)
This list provides information on the latest institutional transactions involving Bank Ozk (OZK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
625New |
$26K - $31.1K
|
625
$27.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
465+ 3.89% |
$19.3K - $23.1K
|
12.4K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
441+ 2.89% |
$18.3K - $21.9K
|
15.7K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
396New |
$16.5K - $19.7K
|
396
$17.6K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
390New |
$16.2K - $19.4K
|
390
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
269New |
$11.2K - $13.4K
|
269
$12K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
249+ 3.92% |
$10.4K - $12.4K
|
6.61K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
38+ 0.45% |
$1.58K - $1.89K
|
8.5K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.96% |
$41.6 - $49.8
|
52
$2.32K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
701K+ 45.67% |
$24.6M - $36.2M
|
2.23M
$99.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
381K+ 171.58% |
$13.4M - $19.7M
|
603K
$26.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
78.8KNew |
$2.77M - $4.07M
|
78.8K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
35.9KNew |
$1.26M - $1.85M
|
35.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
25KNew |
$879K - $1.29M
|
25K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
17.5KNew |
$615K - $903K
|
17.5K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
13.9KNew |
$489K - $717K
|
13.9K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
12KNew |
$422K - $619K
|
12K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$358K - $526K
|
10.2K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.51KNew |
$334K - $491K
|
9.51K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.43KNew |
$191K - $280K
|
5.43K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.29K+ 21.17% |
$186K - $273K
|
30.3K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.97KNew |
$175K - $256K
|
4.97K
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.79KNew |
$168K - $247K
|
4.79K
$213K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$168K - $247K
|
4.78K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.53KNew |
$159K - $234K
|
4.53K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.4KNew |
$155K - $227K
|
4.4K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.39KNew |
$154K - $227K
|
4.39K
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.31KNew |
$152K - $223K
|
4.31K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.24KNew |
$149K - $219K
|
4.24K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.13KNew |
$145K - $213K
|
4.13K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
2.6KNew |
$91.4K - $134K
|
2.6K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.38KNew |
$48.7K - $71.4K
|
1.38K
$61.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
729New |
$25.6K - $37.6K
|
729
$32.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
367New |
$12.9K - $18.9K
|
367
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
329New |
$11.6K - $17K
|
329
$14.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
236+ 2.28% |
$8.3K - $12.2K
|
10.6K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$3.97K - $5.83K
|
113
$5.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
111+ 39.5% |
$3.9K - $5.73K
|
392
$17.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$2.71K - $3.97K
|
77
$3.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 84.44% |
$2.67K - $3.92K
|
166
$7.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$2.25K - $3.3K
|
64
$2.85K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
48New |
$1.69K - $2.48K
|
48
$2.14K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
34New |
$1.2K - $1.75K
|
34
$1.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27New |
$949 - $1.39K
|
27
$1.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
14New |
$492 - $723
|
14
$623
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.13% |
$141 - $206
|
357
$15.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 5.56% |
$70.3 - $103
|
38
$1.69K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.23MNew |
$44.7M - $55.1M
|
1.23M
$54.9M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
788K+ 1430.67% |
$28.6M - $35.2M
|
843K
$37.6M
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
183KNew |
$6.64M - $8.17M
|
183K
$8.15M
|
|