Purchases and Sales Made in Q1 2023 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q1 2023. The information is specifically focused on institutions that hold shares of Bank OZK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
173New |
$5.72K - $8.42K
|
173
$8.03K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
165+ 0.36% |
$5.45K - $8.03K
|
45.9K
$2.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
160+ 15.12% |
$5.29K - $7.79K
|
1.22K
$56.5K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
140+ 21.57% |
$4.63K - $6.82K
|
789
$36.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
139+ 1.02% |
$4.59K - $6.77K
|
13.8K
$640K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
131+ 1.15% |
$4.33K - $6.38K
|
11.5K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 1.78% |
$4.16K - $6.13K
|
7.22K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
121+ 0.96% |
$4K - $5.89K
|
12.8K
$593K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
92+ 0.29% |
$3.04K - $4.48K
|
31.8K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89+ 0.9% |
$2.94K - $4.33K
|
9.96K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68New |
$2.25K - $3.31K
|
68
$3.16K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
66New |
$2.18K - $3.21K
|
66
$3.06K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
64+ 0.57% |
$2.12K - $3.12K
|
11.4K
$527K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
61+ 0.73% |
$2.02K - $2.97K
|
8.41K
$391K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 75.32% |
$1.92K - $2.82K
|
135
$6.27K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$1.65K - $2.43K
|
50
$2.32K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
47New |
$1.55K - $2.29K
|
47
$2.18K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44New |
$1.45K - $2.14K
|
44
$2.04K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34+ 75.56% |
$1.12K - $1.66K
|
79
$3.67K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
32New |
$1.06K - $1.56K
|
32
$1.49K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30New |
$991 - $1.46K
|
30
$1.39K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 0.28% |
$595 - $876
|
6.45K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 28.85% |
$496 - $730
|
67
$3.11K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$397 - $584
|
12
$557
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$397 - $584
|
12
$557
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.52% |
$331 - $487
|
1.95K
$90.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 2.94% |
$331 - $487
|
350
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6New |
$198 - $292
|
6
$279
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 62.5% |
$165 - $243
|
13
$603
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$165 - $243
|
5
$232
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.84% |
$132 - $195
|
483
$22.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$99.1 - $146
|
8.69K
$404K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 42.86% |
$99.1 - $146
|
10
$464
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.64% |
$99.1 - $146
|
186
$8.63K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$33.1 - $48.7
|
419
$19.4K
|
|
|
May 12, 2023
Q1 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.85% |
$66.1 - $97.4
|
233
$10.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-3- 37.5% |
$99.1 - $146
|
5
$232
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.62% |
$132 - $195
|
243
$11.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 17.39% |
$132 - $195
|
19
$882
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 15.0% |
$198 - $292
|
34
$1.58K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10- 5.35% |
$331 - $487
|
177
$8.22K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 28.57% |
$331 - $487
|
25
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 0.37% |
$331 - $487
|
2.68K
$125K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 5.2% |
$760 - $1.12K
|
419
$19.4K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-26- 0.14% |
$859 - $1.27K
|
19.2K
$890K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-31- 0.21% |
$1.02K - $1.51K
|
14.6K
$680K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-36- 42.86% |
$1.19K - $1.75K
|
48
$2.23K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-47- 43.52% |
$1.55K - $2.29K
|
61
$2.83K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-47- 0.69% |
$1.55K - $2.29K
|
6.74K
$313K
|