Purchases and Sales Made in Q3 2024 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$317 - $377
|
8
$371
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.33% |
$278 - $330
|
2.14K
$99.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 2.48% |
$278 - $330
|
289
$13.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.94% |
$198 - $235
|
535
$24.8K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.63% |
$159 - $188
|
643
$29.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$119 - $141
|
3
$139
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.88% |
$119 - $141
|
107
$4.97K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.62% |
$79.3 - $94.2
|
326
$15.1K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$79.3 - $94.2
|
2
$92.8
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 2.7% |
$39.7 - $47.1
|
38
$1.76K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$39.7 - $47.1
|
1
$46.4
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.23% |
$39.7 - $47.1
|
440
$20.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 4.0% |
$79.3 - $94.2
|
48
$2.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 22.22% |
$238 - $282
|
21
$975
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 1.82% |
$436 - $518
|
592
$27.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-20- 0.08% |
$793 - $942
|
23.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 3.49% |
$833 - $989
|
581
$27K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 71.88% |
$912 - $1.08K
|
9
$418
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-31- 3.95% |
$1.23K - $1.46K
|
753
$35K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-36- 73.47% |
$1.43K - $1.69K
|
13
$603
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-38- 18.63% |
$1.51K - $1.79K
|
166
$7.71K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-39- 1.58% |
$1.55K - $1.84K
|
2.43K
$113K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-41- 8.3% |
$1.63K - $1.93K
|
453
$21K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-46- 53.49% |
$1.82K - $2.17K
|
40
$1.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.53% |
$1.9K - $2.26K
|
1.85K
$85.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-57- 47.9% |
$2.26K - $2.68K
|
62
$2.88K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-64- 1.17% |
$2.54K - $3.01K
|
5.4K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-64- 21.33% |
$2.54K - $3.01K
|
236
$11K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 60.53% |
$3.65K - $4.33K
|
60
$2.79K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-93- 13.92% |
$3.69K - $4.38K
|
575
$26.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-122- 0.52% |
$4.84K - $5.74K
|
23.3K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-134- 0.57% |
$5.31K - $6.31K
|
23.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-140- 0.3% |
$5.55K - $6.59K
|
47.1K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 2.83% |
$6.23K - $7.39K
|
5.39K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-159- 2.73% |
$6.31K - $7.49K
|
5.66K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-162- 2.89% |
$6.42K - $7.63K
|
5.44K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-177- 1.97% |
$7.02K - $8.33K
|
8.79K
$408K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-187- 13.17% |
$7.42K - $8.8K
|
1.23K
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-209- 2.48% |
$8.29K - $9.84K
|
8.21K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-256- 3.87% |
$10.2K - $12.1K
|
6.35K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-273- 22.94% |
$10.8K - $12.9K
|
917
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-330- 3.34% |
$13.1K - $15.5K
|
9.54K
$443K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-336- 1.43% |
$13.3K - $15.8K
|
23.2K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-355- 2.59% |
$14.1K - $16.7K
|
13.3K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-359- 6.23% |
$14.2K - $16.9K
|
5.41K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-369- 2.34% |
$14.6K - $17.4K
|
15.4K
$715K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-379- 1.95% |
$15K - $17.8K
|
19K
$883K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.57% |
$15.9K - $18.8K
|
25K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-406- 7.27% |
$16.1K - $19.1K
|
5.18K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-435- 1.85% |
$17.3K - $20.5K
|
23.1K
$1.07M
|