Purchases and Sales Made in Q1 2025 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
376+ 0.53% |
$15.7K - $20K
|
71K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
374+ 2.9% |
$15.6K - $19.9K
|
13.3K
$687K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
363+ 3.25% |
$15.1K - $19.3K
|
11.5K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
341New |
$14.2K - $18.1K
|
341
$17.6K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
330+ 2.74% |
$13.8K - $17.5K
|
12.4K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
310+ 6.29% |
$12.9K - $16.5K
|
5.24K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.02% |
$12.5K - $15.9K
|
29.6K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
287+ 3.0% |
$12K - $15.2K
|
9.87K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
281+ 3.32% |
$11.7K - $14.9K
|
8.75K
$452K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
223+ 12.84% |
$9.3K - $11.8K
|
1.96K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
211+ 1.32% |
$8.8K - $11.2K
|
16.2K
$840K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
203New |
$8.47K - $10.8K
|
203
$10.5K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.8% |
$8.34K - $10.6K
|
25.2K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
195New |
$8.13K - $10.4K
|
195
$10.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
157+ 3.32% |
$6.55K - $8.34K
|
4.88K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
128+ 0.1% |
$5.34K - $6.8K
|
128K
$6.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120+ 5.92% |
$5.01K - $6.37K
|
2.15K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
119+ 0.81% |
$4.96K - $6.32K
|
14.8K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 9.84% |
$4.63K - $5.89K
|
1.24K
$64K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
100+ 8.71% |
$4.17K - $5.31K
|
1.25K
$64.5K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
97New |
$4.05K - $5.15K
|
97
$5.01K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 24.27% |
$3.8K - $4.83K
|
466
$24.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
89+ 15.03% |
$3.71K - $4.73K
|
681
$35.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
88+ 1.42% |
$3.67K - $4.67K
|
6.3K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86+ 0.22% |
$3.59K - $4.57K
|
38.8K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
59New |
$2.46K - $3.13K
|
59
$3.05K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
50New |
$2.09K - $2.66K
|
50
$2.58K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
48New |
$2K - $2.55K
|
48
$2.48K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
41+ 9.23% |
$1.71K - $2.18K
|
485
$25.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
39+ 0.31% |
$1.63K - $2.07K
|
12.5K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
39+ 0.8% |
$1.63K - $2.07K
|
4.93K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37New |
$1.54K - $1.96K
|
37
$1.91K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 5.96% |
$1.54K - $1.96K
|
658
$34K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 83.72% |
$1.5K - $1.91K
|
79
$4.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35+ 0.66% |
$1.46K - $1.86K
|
5.31K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 12.33% |
$1.17K - $1.49K
|
255
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
28+ 4.6% |
$1.17K - $1.49K
|
637
$32.9K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
22+ 0.46% |
$918 - $1.17K
|
4.78K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
18+ 0.36% |
$751 - $956
|
5.07K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 187.5% |
$626 - $797
|
23
$1.19K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 500.0% |
$626 - $797
|
18
$930
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$542 - $690
|
13
$672
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13+ 1.78% |
$542 - $690
|
742
$38.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.05% |
$459 - $584
|
23.5K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 20.83% |
$417 - $531
|
58
$3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$250 - $319
|
6
$310
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 1.36% |
$209 - $266
|
373
$19.3K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$209 - $266
|
5
$258
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.82% |
$209 - $266
|
280
$14.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$209 - $266
|
5
$258
|