Purchases and Sales Made in Q4 2024 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
241+ 0.52% |
$9.97K - $12.2K
|
46.8K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
221+ 128.49% |
$9.15K - $11.2K
|
393
$18.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
212New |
$8.77K - $10.7K
|
212
$10K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
205+ 0.96% |
$8.48K - $10.4K
|
21.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
193+ 1.76% |
$7.99K - $9.76K
|
11.2K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
189New |
$7.82K - $9.55K
|
189
$8.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
185+ 102.78% |
$7.66K - $9.35K
|
365
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
180+ 18.6% |
$7.45K - $9.1K
|
1.15K
$54.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
173New |
$7.16K - $8.75K
|
173
$8.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
155New |
$6.42K - $7.84K
|
155
$7.32K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143+ 30.69% |
$5.92K - $7.23K
|
609
$28.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
136+ 107.94% |
$5.63K - $6.87K
|
262
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
131+ 0.9% |
$5.42K - $6.62K
|
14.7K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117+ 15.46% |
$4.84K - $5.91K
|
874
$41.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
103+ 0.08% |
$4.26K - $5.21K
|
128K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
103+ 1.78% |
$4.26K - $5.21K
|
5.89K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.34% |
$4.14K - $5.06K
|
29.3K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
96+ 1.49% |
$3.97K - $4.85K
|
6.52K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91+ 0.91% |
$3.77K - $4.6K
|
10.1K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 29.76% |
$3.56K - $4.35K
|
375
$17.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
85+ 1.25% |
$3.52K - $4.3K
|
6.89K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
69+ 255.56% |
$2.86K - $3.49K
|
96
$4.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47+ 6.5% |
$1.95K - $2.38K
|
770
$36.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
45+ 0.69% |
$1.86K - $2.27K
|
6.58K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
41+ 0.18% |
$1.7K - $2.07K
|
23.3K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
39+ 0.31% |
$1.61K - $1.97K
|
12.5K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 6.34% |
$1.53K - $1.87K
|
621
$29.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
37+ 0.16% |
$1.53K - $1.87K
|
23.4K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 17.01% |
$1.37K - $1.67K
|
227
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 5.95% |
$1.32K - $1.62K
|
570
$26.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
31New |
$1.28K - $1.57K
|
31
$1.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
28New |
$1.16K - $1.42K
|
28
$1.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
28+ 0.05% |
$1.16K - $1.42K
|
51.4K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27New |
$1.12K - $1.36K
|
27
$1.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.77% |
$1.08K - $1.31K
|
3.39K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
22+ 0.05% |
$911 - $1.11K
|
42.4K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 77.78% |
$869 - $1.06K
|
48
$2.27K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 11.76% |
$745 - $910
|
171
$8.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 17.53% |
$704 - $859
|
114
$5.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 4.29% |
$579 - $708
|
340
$16K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 28.95% |
$455 - $556
|
49
$2.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$331 - $404
|
8
$378
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 12.9% |
$331 - $404
|
70
$3.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.78% |
$207 - $253
|
648
$30.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.95% |
$207 - $253
|
531
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.91% |
$166 - $202
|
444
$21K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$166 - $202
|
4
$189
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 3.53% |
$124 - $152
|
88
$4.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$41.4 - $50.6
|
1
$47.2
|
|
|
Feb 14, 2025
Q4 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|