Purchases and Sales Made in Q4 2022 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
95+ 8.25% |
$3.71K - $4.54K
|
1.25K
$58.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
79+ 0.58% |
$3.09K - $3.78K
|
13.7K
$645K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
70+ 1.1% |
$2.74K - $3.35K
|
6.46K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
68+ 1.36% |
$2.66K - $3.25K
|
5.07K
$239K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
60+ 6.01% |
$2.35K - $2.87K
|
1.06K
$49.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
58+ 44.96% |
$2.27K - $2.77K
|
187
$8.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
46New |
$1.8K - $2.2K
|
46
$2.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.12K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
43New |
$1.68K - $2.06K
|
43
$2.03K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39+ 0.38% |
$1.52K - $1.87K
|
10.3K
$488K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38New |
$1.49K - $1.82K
|
38
$1.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22+ 0.05% |
$860 - $1.05K
|
45.7K
$2.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$782 - $957
|
20
$944
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$625 - $765
|
16
$755
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.36% |
$508 - $622
|
3.58K
$169K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 3.61% |
$352 - $431
|
258
$12.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$313 - $383
|
8
$378
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8New |
$313 - $383
|
8
$378
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$313 - $383
|
8
$378
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 8.0% |
$313 - $383
|
108
$5.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 42.11% |
$313 - $383
|
27
$1.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$156 - $191
|
8.69K
$410K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.9% |
$156 - $191
|
35
$1.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.1 - $47.8
|
1
$47.2
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1+ 0.01% |
$39.1 - $47.8
|
9.93K
$469K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$39.1 - $47.8
|
5.62K
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.25% |
$117 - $144
|
1.18K
$55.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 3.75% |
$117 - $144
|
77
$3.63K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3- 0.02% |
$117 - $144
|
12.7K
$598K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-4- 4.55% |
$156 - $191
|
84
$3.96K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.59% |
$156 - $191
|
247
$11.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 17.86% |
$195 - $239
|
23
$1.09K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-7- 50.0% |
$274 - $335
|
7
$330
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8- -0.0% |
$313 - $383
|
341K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14- 0.03% |
$547 - $670
|
53.7K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14- 1.11% |
$547 - $670
|
1.25K
$58.9K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 10.73% |
$860 - $1.05K
|
183
$8.64K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-23- 0.18% |
$899 - $1.1K
|
13K
$614K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-35- 0.58% |
$1.37K - $1.67K
|
6.05K
$285K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-36Closed |
$1.41K - $1.72K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 0.61% |
$1.92K - $2.34K
|
7.93K
$374K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-49- 0.28% |
$1.92K - $2.34K
|
17.7K
$837K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49- 10.06% |
$1.92K - $2.34K
|
438
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-50- 0.16% |
$1.95K - $2.39K
|
31.7K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75- 5.85% |
$2.93K - $3.59K
|
1.21K
$57K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-77- 11.32% |
$3.01K - $3.68K
|
603
$28.5K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-79- 4.55% |
$3.09K - $3.78K
|
1.66K
$78.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-79- 3.92% |
$3.09K - $3.78K
|
1.94K
$91.4K
|