Purchases and Sales Made in Q2 2025 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$434K - $546K
|
11.5K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.78KNew |
$255K - $321K
|
6.78K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5.21KNew |
$196K - $246K
|
5.21K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.11KNew |
$192K - $242K
|
5.11K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.98K+ 177.43% |
$149K - $188K
|
6.22K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 1137.9% |
$53K - $66.8K
|
1.54K
$79.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.22K+ 21.09% |
$46K - $57.9K
|
7.03K
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
466+ 70.82% |
$17.5K - $22.1K
|
1.12K
$58.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
311+ 1.88% |
$11.7K - $14.7K
|
16.8K
$870K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 22.56% |
$1.13K - $1.42K
|
163
$8.43K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 9.09% |
$75.2 - $94.7
|
24
$1.24K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 0.87% |
$338 - $426
|
1.03K
$53K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-194- 13.11% |
$7.29K - $9.18K
|
1.29K
$66.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.12K- 21.31% |
$42.2K - $53.2K
|
4.15K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.28K- 55.03% |
$47.9K - $60.4K
|
1.04K
$53.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.33K- 0.55% |
$49.8K - $62.7K
|
241K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.69K- 27.68% |
$176K - $222K
|
12.3K
$633K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.57K- 10.39% |
$285K - $358K
|
65.3K
$3.37M
|