Purchases and Sales Made in Q3 2023 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
260New |
$9.44K - $11.6K
|
260
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
257+ 1.09% |
$9.33K - $11.5K
|
23.8K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
190+ 0.4% |
$6.9K - $8.49K
|
48.2K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
174+ 2.95% |
$6.32K - $7.77K
|
6.08K
$282K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
165+ 2.29% |
$5.99K - $7.37K
|
7.37K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
142+ 102.16% |
$5.15K - $6.34K
|
281
$13K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
121+ 0.87% |
$4.39K - $5.41K
|
14.1K
$652K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
111+ 129.07% |
$4.03K - $4.96K
|
197
$9.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.68% |
$3.63K - $4.47K
|
6.04K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
97+ 1.21% |
$3.52K - $4.33K
|
8.14K
$378K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 102.13% |
$3.48K - $4.29K
|
190
$8.82K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95New |
$3.45K - $4.24K
|
95
$4.41K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
93New |
$3.38K - $4.15K
|
93
$4.32K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$3.27K - $4.02K
|
90
$4.18K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
84+ 0.14% |
$3.05K - $3.75K
|
61K
$2.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
78+ 0.21% |
$2.83K - $3.48K
|
36.7K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
75New |
$2.72K - $3.35K
|
75
$3.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.13K
|
70
$3.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
67+ 0.77% |
$2.43K - $2.99K
|
8.74K
$406K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
60+ 5.74% |
$2.18K - $2.68K
|
1.11K
$51.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$1.89K - $2.32K
|
52
$2.41K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
52New |
$1.89K - $2.32K
|
52
$2.41K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
39+ 3.63% |
$1.42K - $1.74K
|
1.11K
$51.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 0.45% |
$1.05K - $1.3K
|
6.53K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 23.29% |
$617 - $759
|
90
$4.18K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
15+ 0.26% |
$545 - $670
|
5.77K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 17.28% |
$508 - $625
|
95
$4.41K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
12+ 0.66% |
$436 - $536
|
1.84K
$85.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.82% |
$145 - $179
|
491
$22.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 16.0% |
$145 - $179
|
29
$1.35K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 2.0% |
$36.3 - $44.7
|
51
$2.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.0% |
$36.3 - $44.7
|
41.2K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.44% |
$36.3 - $44.7
|
230
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3- 0.01% |
$109 - $134
|
36.6K
$1.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 1.34% |
$218 - $268
|
443
$20.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 18.18% |
$290 - $357
|
36
$1.67K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-14- 0.25% |
$508 - $625
|
5.6K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.65% |
$508 - $625
|
2.14K
$99.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 12.21% |
$944 - $1.16K
|
187
$8.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 80.0% |
$1.16K - $1.43K
|
8
$371
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 6.88% |
$1.2K - $1.47K
|
447
$20.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-34- 0.28% |
$1.23K - $1.52K
|
12.2K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-39- 0.07% |
$1.42K - $1.74K
|
54K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-47- 0.16% |
$1.71K - $2.1K
|
29.6K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-59- 0.41% |
$2.14K - $2.64K
|
14.2K
$660K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-64- 0.95% |
$2.32K - $2.86K
|
6.65K
$309K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-81- 38.03% |
$2.94K - $3.62K
|
132
$6.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-95- 6.54% |
$3.45K - $4.24K
|
1.36K
$63K
|