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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 12.63% |
$422 - $619
|
107
$4.97K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 1.0% |
$387 - $568
|
1.12K
$51.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$281 - $413
|
8
$371
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.89% |
$246 - $361
|
378
$17.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 24.14% |
$246 - $361
|
36
$1.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.28% |
$211 - $310
|
2.14K
$99.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$141 - $206
|
4
$186
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.13% |
$141 - $206
|
357
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4+ 0.01% |
$141 - $206
|
36.6K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.8% |
$70.3 - $103
|
253
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 5.56% |
$70.3 - $103
|
38
$1.76K
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 1.92% |
$35.2 - $51.6
|
51
$2.37K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 8.51% |
$141 - $206
|
43
$2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11- 3.41% |
$387 - $568
|
312
$14.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-13- 0.2% |
$457 - $671
|
6.63K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13- 0.18% |
$457 - $671
|
7.2K
$334K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 15.79% |
$527 - $774
|
80
$3.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-21- 15.91% |
$738 - $1.08K
|
111
$5.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-28- 30.77% |
$984 - $1.45K
|
63
$2.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-31- 0.15% |
$1.09K - $1.6K
|
20.4K
$946K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-42- 0.37% |
$1.48K - $2.17K
|
11.3K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-46- 0.67% |
$1.62K - $2.37K
|
6.85K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50- 7.3% |
$1.76K - $2.58K
|
635
$29.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 37.37% |
$2.5K - $3.66K
|
119
$5.52K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-79- 17.67% |
$2.78K - $4.08K
|
368
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-85- 0.16% |
$2.99K - $4.39K
|
53.9K
$2.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 43.65% |
$3.02K - $4.44K
|
111
$5.15K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 91.75% |
$3.13K - $4.59K
|
8
$371
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.12% |
$3.52K - $5.16K
|
8.81K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.66% |
$3.52K - $5.16K
|
5.94K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-139- 1.08% |
$4.89K - $7.17K
|
12.7K
$588K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-140- 17.74% |
$4.92K - $7.23K
|
649
$30.1K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-140- 17.74% |
$4.92K - $7.23K
|
649
$30.1K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-142- 2.96% |
$4.99K - $7.33K
|
4.65K
$216K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-146- 2.81% |
$5.13K - $7.54K
|
5.04K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-163- 2.75% |
$5.73K - $8.41K
|
5.78K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-180- 16.17% |
$6.33K - $9.29K
|
933
$43.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-190- 2.57% |
$6.68K - $9.81K
|
7.2K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-196Closed |
$6.89K - $10.1K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.67% |
$7.03K - $10.3K
|
29.6K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-223- 0.41% |
$7.84K - $11.5K
|
53.9K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-250- 1.61% |
$8.79K - $12.9K
|
15.3K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-271- 0.81% |
$9.53K - $14K
|
33K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-301- 2.82% |
$10.6K - $15.5K
|
10.4K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-302- 2.21% |
$10.6K - $15.6K
|
13.4K
$621K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-304- 20.44% |
$10.7K - $15.7K
|
1.18K
$54.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-307- 38.42% |
$10.8K - $15.8K
|
492
$22.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-326- 0.75% |
$11.5K - $16.8K
|
43K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-328- 15.69% |
$11.5K - $16.9K
|
1.76K
$81.8K
|