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 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.75% |
$167 - $212
|
535
$27.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.08% |
$167 - $212
|
5.18K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4+ 0.04% |
$167 - $212
|
10.5K
$541K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$125 - $159
|
3
$155
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.8% |
$125 - $159
|
110
$5.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.01% |
$125 - $159
|
299
$15.5K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.2% |
$83.4 - $106
|
168
$8.68K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 8.7% |
$83.4 - $106
|
25
$1.29K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$41.7 - $53.1
|
1
$51.7
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 1.04% |
$41.7 - $53.1
|
95
$4.91K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3- 3.41% |
$125 - $159
|
85
$4.39K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.09% |
$209 - $266
|
5.4K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 13.29% |
$792 - $1.01K
|
124
$6.41K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 64.52% |
$834 - $1.06K
|
11
$569
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27- 3.7% |
$1.13K - $1.43K
|
703
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 4.17% |
$1.13K - $1.43K
|
621
$32.1K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-34- 17.62% |
$1.42K - $1.81K
|
159
$8.22K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-38- 22.22% |
$1.58K - $2.02K
|
133
$6.87K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 0.63% |
$1.67K - $2.12K
|
6.31K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-63- 0.03% |
$2.63K - $3.35K
|
245K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-66- 0.11% |
$2.75K - $3.5K
|
61.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-71- 0.77% |
$2.96K - $3.77K
|
9.1K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-72- 0.71% |
$3K - $3.82K
|
10K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-72- 27.48% |
$3K - $3.82K
|
190
$9.82K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-80- 0.47% |
$3.34K - $4.25K
|
16.8K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-93- 12.55% |
$3.88K - $4.94K
|
648
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-97- 10.23% |
$4.05K - $5.15K
|
851
$44K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-103- 13.53% |
$4.3K - $5.47K
|
658
$34K
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-135- 0.26% |
$5.63K - $7.17K
|
51.3K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-140- 35.53% |
$5.84K - $7.43K
|
254
$13.1K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-151- 97.42% |
$6.3K - $8.02K
|
4
$207
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-156- 0.45% |
$6.51K - $8.28K
|
34.7K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-200- 94.34% |
$8.34K - $10.6K
|
12
$620
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-215- 3.68% |
$8.97K - $11.4K
|
5.63K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-237- 0.39% |
$9.89K - $12.6K
|
59.8K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-272- 1.7% |
$11.3K - $14.4K
|
15.8K
$815K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-288- 0.46% |
$12K - $15.3K
|
62.4K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-310- 91.18% |
$12.9K - $16.5K
|
30
$1.55K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-329- 83.72% |
$13.7K - $17.5K
|
64
$3.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-373- 7.37% |
$15.6K - $19.8K
|
4.69K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-385- 94.59% |
$16.1K - $20.4K
|
22
$1.14K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-389- 6.87% |
$16.2K - $20.7K
|
5.28K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 2.58% |
$16.5K - $21K
|
14.9K
$772K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-401- 4.71% |
$16.7K - $21.3K
|
8.11K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-415- 7.33% |
$17.3K - $22K
|
5.25K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-442- 1.41% |
$18.4K - $23.5K
|
30.8K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-474- 54.23% |
$19.8K - $25.2K
|
400
$20.7K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-512- 2.42% |
$21.4K - $27.2K
|
20.7K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-570Closed |
$23.8K - $30.3K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-571- 2.99% |
$23.8K - $30.3K
|
18.5K
$956K
|