Purchases and Sales Made in Q4 2023 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
531+ 0.64% |
$18.7K - $27.4K
|
83K
$3.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
394+ 0.11% |
$13.9K - $20.3K
|
345K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
382+ 1.96% |
$13.4K - $19.7K
|
19.8K
$920K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
376+ 0.32% |
$13.2K - $19.4K
|
117K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
367New |
$12.9K - $18.9K
|
367
$17K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
329New |
$11.6K - $17K
|
329
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
329+ 4.04% |
$11.6K - $17K
|
8.47K
$393K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
292+ 0.96% |
$10.3K - $15.1K
|
30.7K
$1.43M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
292+ 0.96% |
$10.3K - $15.1K
|
30.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266+ 1.24% |
$9.35K - $13.7K
|
21.8K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
253+ 28.52% |
$8.9K - $13.1K
|
1.14K
$52.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
247+ 4.12% |
$8.68K - $12.7K
|
6.25K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
246+ 2.21% |
$8.65K - $12.7K
|
11.4K
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
236+ 2.28% |
$8.3K - $12.2K
|
10.6K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
231+ 66.0% |
$8.12K - $11.9K
|
581
$27K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.68% |
$7.03K - $10.3K
|
29.7K
$1.38M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
186+ 0.3% |
$6.54K - $9.6K
|
61.2K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
168+ 1.54% |
$5.91K - $8.67K
|
11.1K
$515K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
163+ 2.63% |
$5.73K - $8.41K
|
6.36K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
159New |
$5.59K - $8.21K
|
159
$7.38K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
137+ 0.97% |
$4.82K - $7.07K
|
14.2K
$659K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$3.97K - $5.83K
|
113
$5.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
111+ 39.5% |
$3.9K - $5.73K
|
392
$18.2K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.4% |
$3.52K - $5.16K
|
25.2K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
93+ 0.92% |
$3.27K - $4.8K
|
10.2K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
89+ 1.59% |
$3.13K - $4.59K
|
5.69K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
77+ 0.16% |
$2.71K - $3.97K
|
48.8K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$2.71K - $3.97K
|
77
$3.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 84.44% |
$2.67K - $3.92K
|
166
$7.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
71+ 0.3% |
$2.5K - $3.66K
|
23.4K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$2.25K - $3.3K
|
64
$2.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
60+ 0.99% |
$2.11K - $3.1K
|
6.14K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55+ 4.9% |
$1.93K - $2.84K
|
1.18K
$54.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
55+ 15.07% |
$1.93K - $2.84K
|
420
$19.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 30.51% |
$1.9K - $2.79K
|
231
$10.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
48New |
$1.69K - $2.48K
|
48
$2.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.01% |
$1.3K - $1.91K
|
589K
$27.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35+ 0.54% |
$1.23K - $1.81K
|
6.56K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
34New |
$1.2K - $1.75K
|
34
$1.58K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
28+ 0.01% |
$984 - $1.45K
|
257K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27New |
$949 - $1.39K
|
27
$1.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20+ 181.82% |
$703 - $1.03K
|
31
$1.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19New |
$668 - $981
|
19
$882
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$492 - $723
|
14
$650
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.76% |
$492 - $723
|
1.85K
$86.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 15.56% |
$492 - $723
|
104
$4.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
14New |
$492 - $723
|
14
$650
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 116.67% |
$492 - $723
|
26
$1.21K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 1.01% |
$457 - $671
|
1.3K
$60.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12+ 0.02% |
$422 - $619
|
65.6K
$3.05M
|