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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 4.29% |
$579 - $708
|
340
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 28.95% |
$455 - $556
|
49
$2.53K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 12.9% |
$331 - $404
|
70
$3.62K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$331 - $404
|
8
$414
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.78% |
$207 - $253
|
648
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.95% |
$207 - $253
|
531
$27.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$166 - $202
|
4
$207
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.91% |
$166 - $202
|
444
$23K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 3.53% |
$124 - $152
|
88
$4.55K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$41.4 - $50.6
|
1
$51.7
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.03% |
$82.8 - $101
|
193
$9.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2- 0.03% |
$82.8 - $101
|
6.82K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.71% |
$207 - $253
|
29
$1.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6- 0.09% |
$248 - $303
|
6.35K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 0.25% |
$538 - $657
|
5.28K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.15% |
$621 - $758
|
10.2K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-15- 0.29% |
$621 - $758
|
5.18K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 40.0% |
$993 - $1.21K
|
36
$1.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-29- 0.51% |
$1.2K - $1.47K
|
5.67K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-40- 8.26% |
$1.66K - $2.02K
|
444
$23K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 0.61% |
$1.66K - $2.02K
|
6.54K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-43- 0.07% |
$1.78K - $2.17K
|
61.8K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.51% |
$1.78K - $2.17K
|
8.47K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 23.94% |
$1.86K - $2.27K
|
143
$7.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 21.19% |
$2.07K - $2.53K
|
186
$9.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-59- 35.54% |
$2.44K - $2.98K
|
107
$5.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-61- 1.2% |
$2.52K - $3.08K
|
5.03K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-73- 8.38% |
$3.02K - $3.69K
|
798
$41.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-86- 14.96% |
$3.56K - $4.35K
|
489
$25.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-92- 1.85% |
$3.81K - $4.65K
|
4.89K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-99- 11.94% |
$4.1K - $5K
|
730
$37.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 8.52% |
$4.35K - $5.31K
|
1.13K
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-106- 1.44% |
$4.39K - $5.36K
|
7.27K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-124- 1.31% |
$5.13K - $6.27K
|
9.33K
$482K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-128- 23.93% |
$5.3K - $6.47K
|
407
$21K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-129- 29.45% |
$5.34K - $6.52K
|
309
$16K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-143- 1.13% |
$5.92K - $7.23K
|
12.5K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-156- 15.18% |
$6.46K - $7.89K
|
872
$45.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-158- 0.82% |
$6.54K - $7.99K
|
19.1K
$986K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-165- 1.35% |
$6.83K - $8.34K
|
12K
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-229- 2.79% |
$9.48K - $11.6K
|
7.98K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-231- 1.79% |
$9.56K - $11.7K
|
12.7K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-253- 4.89% |
$10.5K - $12.8K
|
4.93K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-255- 3.94% |
$10.6K - $12.9K
|
6.21K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-298- 1.91% |
$12.3K - $15.1K
|
15.3K
$792K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-298- 26.9% |
$12.3K - $15.1K
|
810
$41.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-416- 0.51% |
$17.2K - $21K
|
81.1K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-416- 8.99% |
$17.2K - $21K
|
4.21K
$218K
|