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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
97
shares
|
$4,251
0.0% of portfolio
|
Q2 2024
Reduced 9.35%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
93
shares
|
$4,076
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
91
shares
|
$3,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
85
shares
|
$3,725
0.0% of portfolio
|
Q3 2024
Added 286.36%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
75
shares
|
$3,287
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
65
shares
|
$2,848
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
62
shares
|
$2,717
0.0% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
60
shares
|
$2,629
0.0% of portfolio
|
Q3 2024
Reduced 60.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
57
shares
|
$2,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
52
shares
|
$2,279
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
48
shares
|
$2,103
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
43
shares
|
$1,884
0.0% of portfolio
|
Q4 2023
Reduced 8.51%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
40
shares
|
$1,753
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
40
shares
|
$1,753
0.0% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
38
shares
|
$1,665
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
38
shares
|
$1,665
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
34
shares
|
$1,490
0.0% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,314
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
27
shares
|
$1,183
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
27
shares
|
$1,183
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$1,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
23
shares
|
$1,008
0.0% of portfolio
|
Q2 2024
Added 21.05%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
21
shares
|
$920
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
16
shares
|
$701
0.0% of portfolio
|
Q2 2024
New holding
|