Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 529 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$1,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
30
shares
|
$1,413
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
29
shares
|
$1,365
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
28
shares
|
$1,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$1,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$1,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
23
shares
|
$1,083
0.0% of portfolio
|
Q2 2024
Added 21.05%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
21
shares
|
$989
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
19
shares
|
$894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
16
shares
|
$753
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9
shares
|
$423
0.0% of portfolio
|
Q3 2024
Reduced 71.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
8
shares
|
$376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
4
shares
|
$188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3
shares
|
$141
0.0% of portfolio
|
Q4 2024
Reduced 99.52%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$94
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|