Purchases and Sales Made in Q2 2022 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48+ 9.88% |
$1.68K - $2.03K
|
534
$24.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 0.37% |
$911 - $1.1K
|
7.03K
$326K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
23+ 115.0% |
$806 - $973
|
43
$2K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$806 - $973
|
23
$1.07K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 32.86% |
$806 - $973
|
93
$4.32K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
21+ 55.26% |
$736 - $889
|
59
$2.74K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
14+ 0.17% |
$491 - $592
|
8.34K
$387K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$456 - $550
|
5.61K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 1.37% |
$315 - $381
|
665
$30.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7+ 0.17% |
$245 - $296
|
4.16K
$193K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
5+ 0.03% |
$175 - $212
|
17.4K
$808K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4+ 0.04% |
$140 - $169
|
11.4K
$528K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$105 - $127
|
8.68K
$403K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 11.54% |
$105 - $127
|
29
$1.35K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1+ 0.0% |
$35 - $42.3
|
77.3K
$3.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
1+ 0.0% |
$35 - $42.3
|
53.3K
$2.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$35 - $42.3
|
5.61K
$261K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 5.56% |
$35 - $42.3
|
19
$882
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.01% |
$35 - $42.3
|
17.2K
$797K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 1.63% |
$105 - $127
|
181
$8.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3- 0.05% |
$105 - $127
|
6.55K
$304K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3Closed |
$105 - $127
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 3.05% |
$140 - $169
|
127
$5.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6Closed |
$210 - $254
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9- 0.09% |
$315 - $381
|
10.5K
$488K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14- 66.67% |
$491 - $592
|
7
$325
|
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-17- 0.14% |
$596 - $719
|
12K
$558K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-25Closed |
$876 - $1.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-40Closed |
$1.4K - $1.69K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-45Closed |
$1.58K - $1.9K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45Closed |
$1.58K - $1.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-53- 0.13% |
$1.86K - $2.24K
|
40.1K
$1.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 75.34% |
$1.93K - $2.33K
|
18
$836
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-65- 50.0% |
$2.28K - $2.75K
|
65
$3.02K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-66Closed |
$2.31K - $2.79K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-82- 1.02% |
$2.87K - $3.47K
|
7.93K
$368K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-90- 1.4% |
$3.15K - $3.81K
|
6.32K
$294K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-94- 0.18% |
$3.29K - $3.98K
|
53K
$2.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 0.32% |
$3.5K - $4.23K
|
31.4K
$1.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-108- 1.41% |
$3.78K - $4.57K
|
7.57K
$351K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 6.33% |
$3.85K - $4.65K
|
1.63K
$75.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-125Closed |
$4.38K - $5.29K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-150- 1.44% |
$5.26K - $6.35K
|
10.3K
$476K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-161- 4.78% |
$5.64K - $6.81K
|
3.21K
$149K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-174- 1.98% |
$6.1K - $7.36K
|
8.62K
$400K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-186Closed |
$6.52K - $7.87K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-187- 17.53% |
$6.55K - $7.91K
|
880
$40.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-226Closed |
$7.92K - $9.56K
|
0
$0
|