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 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
326+ 18.1% |
$10.8K - $15.9K
|
2.13K
$87.2K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
221New |
$7.3K - $10.8K
|
221
$9.06K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
165+ 0.36% |
$5.45K - $8.03K
|
45.9K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
66New |
$2.18K - $3.21K
|
66
$2.71K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44New |
$1.45K - $2.14K
|
44
$1.8K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
32New |
$1.06K - $1.56K
|
32
$1.31K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30New |
$991 - $1.46K
|
30
$1.23K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6New |
$198 - $292
|
6
$246
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 62.5% |
$165 - $243
|
13
$533
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$165 - $243
|
5
$205
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
50.2K+ 15.65% |
$1.96M - $2.4M
|
371K
$15.2M
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.8KNew |
$579K - $709K
|
14.8K
$608K
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.7K+ 47.33% |
$534K - $654K
|
42.5K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
$523K - $641K
|
13.4K
$549K
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
13KNew |
$508K - $622K
|
13K
$533K
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.9K+ 23961.11% |
$506K - $619K
|
13K
$533K
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.8K+ 98.86% |
$499K - $611K
|
25.7K
$1.05M
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.66KNew |
$260K - $319K
|
6.66K
$273K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.23K+ 61.67% |
$204K - $250K
|
13.7K
$562K
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.7K+ 3.91% |
$105K - $129K
|
71.6K
$2.94M
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
1.71K+ 5.66% |
$67K - $82K
|
32K
$1.31M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 24.46% |
$57.1K - $69.9K
|
7.44K
$305K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.05KNew |
$40.9K - $50.1K
|
1.05K
$42.9K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
771New |
$30.1K - $36.9K
|
771
$31.6K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
648+ 12.79% |
$25.3K - $31K
|
5.71K
$234K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
578+ 6.67% |
$22.6K - $27.7K
|
9.24K
$379K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
305New |
$11.9K - $14.6K
|
305
$12.5K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
300New |
$11.7K - $14.4K
|
300
$12.3K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
237New |
$9.26K - $11.3K
|
237
$9.72K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$7.82K - $9.57K
|
200
$8.2K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
114+ 4.82% |
$4.46K - $5.45K
|
2.48K
$102K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$3.91K - $4.78K
|
100
$4.1K
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$1.85K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
43New |
$1.68K - $2.06K
|
43
$1.76K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38New |
$1.49K - $1.82K
|
38
$1.56K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$782 - $957
|
20
$820
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 3.61% |
$352 - $431
|
258
$10.6K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 42.11% |
$313 - $383
|
27
$1.11K
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1+ 0.01% |
$39.1 - $47.8
|
9.93K
$407K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8KNew |
$147K - $340K
|
8K
$328K
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.15KNew |
$94.5K - $219K
|
5.15K
$211K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.82KNew |
$33.5K - $77.6K
|
1.82K
$74.8K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.38K+ 6.3% |
$25.4K - $58.8K
|
23.3K
$956K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
912+ 9.91% |
$16.8K - $38.8K
|
10.1K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
462+ 0.93% |
$8.49K - $19.7K
|
50K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
204New |
$3.75K - $8.68K
|
204
$8.36K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
81New |
$1.49K - $3.45K
|
81
$3.32K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
65New |
$1.19K - $2.77K
|
65
$2.67K
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
31+ 52.54% |
$569 - $1.32K
|
90
$3.69K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3New |
$55.1 - $128
|
3
$123
|