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 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2- 0.03% |
$82.8 - $101
|
6.82K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.03% |
$82.8 - $101
|
193
$9.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.71% |
$207 - $253
|
29
$1.37K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6- 0.09% |
$248 - $303
|
6.35K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 0.25% |
$538 - $657
|
5.28K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-15- 0.29% |
$621 - $758
|
5.18K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.15% |
$621 - $758
|
10.2K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 40.0% |
$993 - $1.21K
|
36
$1.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-29- 0.51% |
$1.2K - $1.47K
|
5.67K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-40- 8.26% |
$1.66K - $2.02K
|
444
$21K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 0.61% |
$1.66K - $2.02K
|
6.54K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.51% |
$1.78K - $2.17K
|
8.47K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-43- 0.07% |
$1.78K - $2.17K
|
61.8K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 23.94% |
$1.86K - $2.27K
|
143
$6.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 21.19% |
$2.07K - $2.53K
|
186
$8.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-59- 35.54% |
$2.44K - $2.98K
|
107
$5.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-61- 1.2% |
$2.52K - $3.08K
|
5.03K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-73- 8.38% |
$3.02K - $3.69K
|
798
$37.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-86- 14.96% |
$3.56K - $4.35K
|
489
$23.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-92- 1.85% |
$3.81K - $4.65K
|
4.89K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-99- 11.94% |
$4.1K - $5K
|
730
$34.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 8.52% |
$4.35K - $5.31K
|
1.13K
$53.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-106- 1.44% |
$4.39K - $5.36K
|
7.27K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-124- 1.31% |
$5.13K - $6.27K
|
9.33K
$441K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-128- 23.93% |
$5.3K - $6.47K
|
407
$19.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-129- 29.45% |
$5.34K - $6.52K
|
309
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-143- 1.13% |
$5.92K - $7.23K
|
12.5K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-156- 15.18% |
$6.46K - $7.89K
|
872
$41.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-158- 0.82% |
$6.54K - $7.99K
|
19.1K
$900K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-165- 1.35% |
$6.83K - $8.34K
|
12K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-229- 2.79% |
$9.48K - $11.6K
|
7.98K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-231- 1.79% |
$9.56K - $11.7K
|
12.7K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-253- 4.89% |
$10.5K - $12.8K
|
4.93K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-255- 3.94% |
$10.6K - $12.9K
|
6.21K
$293K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-298- 26.9% |
$12.3K - $15.1K
|
810
$38.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-298- 1.91% |
$12.3K - $15.1K
|
15.3K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-416- 0.51% |
$17.2K - $21K
|
81.1K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-416- 8.99% |
$17.2K - $21K
|
4.21K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-434- 8.21% |
$18K - $21.9K
|
4.85K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-465- 0.09% |
$19.2K - $23.5K
|
518K
$24.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-469- 62.28% |
$19.4K - $23.7K
|
284
$13.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-532- 0.22% |
$22K - $26.9K
|
245K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-559- 1.86% |
$23.1K - $28.3K
|
29.5K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-610- 9.03% |
$25.2K - $30.8K
|
6.15K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-614- 9.21% |
$25.4K - $31K
|
6.06K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-628- 99.52% |
$26K - $31.7K
|
3
$142
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-667- 0.14% |
$27.6K - $33.7K
|
486K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-690- 28.43% |
$28.6K - $34.9K
|
1.74K
$82K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-714- 18.01% |
$29.6K - $36.1K
|
3.25K
$153K
|