Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 459 institutions that hold shares in the stock, with a total of 98.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Partners Group, LLC
Gallatin, TN |
Apr 17, 2024 Q1 2024 |
18,803
shares
|
$770,923
0.33% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
18,661
shares
|
$765,101
0.0% of portfolio
|
N/A
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,989
shares
|
$737,549
0.0% of portfolio
|
Q2 2023
Reduced 11.26%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
17,759
shares
|
$728,119
1.17% of portfolio
|
Q1 2024
Added 7.36%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
17,500
shares
|
$717,500
0.0% of portfolio
|
Q1 2022
Reduced 2.78%
|
|
Pearl River Capital, LLC
Niles, MI |
May 14, 2024 Q1 2024 |
17,193
shares
|
$704,913
0.13% of portfolio
|
Q1 2024
Added 20.1%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,083
shares
|
$700,403
0.01% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
Peak6 Investments LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
16,631
shares
|
$681,871
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Asset Management Inc
|
May 08, 2024 Q1 2024 |
16,339
shares
|
$669,899
0.0% of portfolio
|
Q1 2024
Reduced 19.82%
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 29, 2024 Q1 2024 |
16,150
shares
|
$662,150
0.08% of portfolio
|
Q1 2024
Added 6.08%
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
15,678
shares
|
$642,798
0.0% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Axa S.A.
Paris, I0 |
May 15, 2024 Q1 2024 |
15,558
shares
|
$637,878
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
15,432
shares
|
$632,712
0.0% of portfolio
|
Q1 2024
Added 22.32%
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
15,400
shares
|
$631,400
0.01% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
15,363
shares
|
$629,883
0.24% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 14, 2024 Q1 2024 |
15,046
shares
|
$616,886
0.0% of portfolio
|
Q1 2024
Added 27.82%
|
|
Deka Bank Deutsche Girozentrale
|
Jun 04, 2024 Q1 2024 |
14,738
shares
|
$604,258
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
14,693
shares
|
$602,413
0.04% of portfolio
|
Q1 2024
Added 9.27%
|
|
Unison Advisors LLC
|
Apr 12, 2024 Q1 2024 |
14,297
shares
|
$586,177
0.06% of portfolio
|
Q1 2024
Added 0.75%
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 14, 2024 Q1 2024 |
14,254
shares
|
$584,414
0.0% of portfolio
|
Q1 2024
Added 14.42%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
13,972
shares
|
$572,852
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
13,900
shares
|
$569,900
0.01% of portfolio
|
Q4 2023
New holding
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
13,710
shares
|
$562,110
0.0% of portfolio
|
Q4 2022
Added 61.67%
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 01, 2024 Q1 2024 |
13,679
shares
|
$560,839
0.0% of portfolio
|
Q1 2024
Added 24.8%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 18, 2024 Q1 2024 |
13,509
shares
|
$553,869
0.15% of portfolio
|
Q1 2024
New holding
|