Purchases and Sales Made in Q1 2024 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q1 2024. 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 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
43+ 0.17% |
$1.79K - $2.14K
|
25.2K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40+ 129.03% |
$1.66K - $1.99K
|
71
$3.3K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
38+ 0.45% |
$1.58K - $1.89K
|
8.5K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
34+ 70.83% |
$1.41K - $1.69K
|
82
$3.81K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32New |
$1.33K - $1.59K
|
32
$1.49K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30+ 2.69% |
$1.25K - $1.49K
|
1.15K
$53.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 107.69% |
$1.16K - $1.39K
|
54
$2.51K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 3.85% |
$499 - $597
|
324
$15K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 78.57% |
$458 - $547
|
25
$1.16K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8+ 0.08% |
$333 - $398
|
9.95K
$462K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6New |
$250 - $299
|
6
$279
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.95% |
$166 - $199
|
424
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.03% |
$125 - $149
|
9.96K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.22% |
$83.2 - $99.5
|
931
$43.2K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2+ 0.0% |
$83.2 - $99.5
|
83.8K
$3.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.96% |
$41.6 - $49.8
|
52
$2.41K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$41.6 - $49.8
|
53.9K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 12.5% |
$41.6 - $49.8
|
7
$325
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.56% |
$83.2 - $99.5
|
34
$1.58K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 5.04% |
$250 - $299
|
113
$5.25K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 39.22% |
$832 - $995
|
31
$1.44K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-24- 0.19% |
$998 - $1.19K
|
12.8K
$593K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-42- 37.84% |
$1.75K - $2.09K
|
69
$3.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 10.68% |
$2.16K - $2.59K
|
435
$20.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61- 0.59% |
$2.54K - $3.03K
|
10.3K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-74- 0.26% |
$3.08K - $3.68K
|
28.1K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-85- 1.49% |
$3.54K - $4.23K
|
5.61K
$260K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-86- 14.24% |
$3.58K - $4.28K
|
518
$24K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-90- 1.36% |
$3.74K - $4.48K
|
6.54K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.68% |
$4.16K - $4.98K
|
5.84K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-120- 0.95% |
$4.99K - $5.97K
|
12.6K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-129- 1.82% |
$5.37K - $6.42K
|
6.98K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-136- 0.86% |
$5.66K - $6.77K
|
15.7K
$728K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-167- 2.32% |
$6.95K - $8.31K
|
7.03K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 2.98% |
$7.16K - $8.56K
|
5.6K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-189- 0.2% |
$7.86K - $9.4K
|
95.5K
$4.43M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-200- 2.99% |
$8.32K - $9.95K
|
6.5K
$302K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 2.27% |
$8.32K - $9.95K
|
8.61K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-210- 14.98% |
$8.74K - $10.4K
|
1.19K
$55.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-214- 3.42% |
$8.9K - $10.6K
|
6.05K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-240- 3.5% |
$9.98K - $11.9K
|
6.61K
$307K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-245- 2.7% |
$10.2K - $12.2K
|
8.83K
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-257- 0.48% |
$10.7K - $12.8K
|
53.6K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-282- 3.41% |
$11.7K - $14K
|
7.99K
$371K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-295- 4.8% |
$12.3K - $14.7K
|
5.85K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-312- 33.44% |
$13K - $15.5K
|
621
$28.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-345- 23.55% |
$14.4K - $17.2K
|
1.12K
$52K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-346- 3.04% |
$14.4K - $17.2K
|
11K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-365- 3.26% |
$15.2K - $18.2K
|
10.8K
$502K
|