Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 488 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
802
shares
|
$35,151
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
778
shares
|
$34,099
0.0% of portfolio
|
Q2 2024
Reduced 30.54%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
757
shares
|
$33,179
0.0% of portfolio
|
Q3 2024
Added 89.25%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
753
shares
|
$33,003
0.0% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
729
shares
|
$31,952
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
723
shares
|
$31,689
0.0% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
643
shares
|
$28,182
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
631
shares
|
$27,656
0.01% of portfolio
|
Q2 2024
Added 20933.33%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$26,298
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
592
shares
|
$25,947
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
584
shares
|
$25,596
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
581
shares
|
$25,465
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
575
shares
|
$25,202
0.0% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
538
shares
|
$23,580
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
535
shares
|
$23,449
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
526
shares
|
$23,054
0.0% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
523
shares
|
$22,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
484
shares
|
$21,213
0.0% of portfolio
|
Q3 2024
Added 281.1%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
466
shares
|
$20,424
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
453
shares
|
$19,854
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
441
shares
|
$19,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
440
shares
|
$19,285
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
438
shares
|
$19,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
410
shares
|
$17,970
0.0% of portfolio
|
Q2 2023
Added 39.46%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
368
shares
|
$16,129
0.0% of portfolio
|
Q4 2023
Reduced 17.67%
|