Latest Institutional Transactions on Bank Ozk (OZK)
This table provides information on the latest institutional transactions involving Bank Ozk (OZK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-373- 7.37% |
$15.6K - $19.8K
|
4.69K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.21KNew |
$342K - $436K
|
8.21K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
39+ 0.8% |
$1.63K - $2.07K
|
4.93K
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 16.33% |
$427K - $543K
|
72.9K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 83.72% |
$1.5K - $1.91K
|
79
$3.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28KNew |
$1.17M - $1.49M
|
28K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.4KNew |
$1.52M - $1.94M
|
36.4K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.8K+ 54.82% |
$492K - $627K
|
33.3K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$41.7 - $53.1
|
1
$38.4
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
700New |
$29.2K - $37.2K
|
700
$26.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 9.84% |
$4.63K - $5.89K
|
1.24K
$47.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.75% |
$167 - $212
|
535
$20.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
414+ 8.53% |
$17.3K - $22K
|
5.27K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.41K+ 2014.29% |
$58.8K - $74.9K
|
1.48K
$56.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-272- 1.7% |
$11.3K - $14.4K
|
15.8K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.39K+ 60.51% |
$266K - $339K
|
16.9K
$650K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 13.29% |
$792 - $1.01K
|
124
$4.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-885- 2.39% |
$36.9K - $47K
|
36.1K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.01K+ 4828.57% |
$42.3K - $53.8K
|
1.04K
$39.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-238K- 97.7% |
$9.93M - $12.6M
|
5.61K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-288- 0.46% |
$12K - $15.3K
|
62.4K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.41K+ 21.8% |
$101K - $128K
|
13.5K
$517K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 2.58% |
$16.5K - $21K
|
14.9K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16.5K+ 29.63% |
$686K - $874K
|
72K
$2.76M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
7.24K+ 830.16% |
$302K - $384K
|
8.11K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
22.1K+ 13.48% |
$920K - $1.17M
|
186K
$7.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2.28K- 0.93% |
$95K - $121K
|
243K
$9.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$16.7K - $21.2K
|
400
$15.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.33K+ 33.74% |
$97.1K - $124K
|
9.23K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.82K+ 1052.02% |
$75.9K - $96.6K
|
1.99K
$76.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.88K+ 55.23% |
$245K - $312K
|
16.5K
$634K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-389- 6.87% |
$16.2K - $20.7K
|
5.28K
$203K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-34.5K- 10.08% |
$1.44M - $1.83M
|
308K
$11.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 5.96% |
$1.54K - $1.96K
|
658
$25.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 187.5% |
$626 - $797
|
23
$883
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27- 3.7% |
$1.13K - $1.43K
|
703
$27K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.43K+ 176.79% |
$59.7K - $76K
|
2.24K
$86K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.81KNew |
$242K - $308K
|
5.81K
$223K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-38- 22.22% |
$1.58K - $2.02K
|
133
$5.1K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
493New |
$20.4K - $24.9K
|
493
$18.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.63KNew |
$316K - $386K
|
7.63K
$293K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-38.3K- 68.09% |
$1.58M - $1.94M
|
17.9K
$689K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.59K- 5.97% |
$107K - $131K
|
40.7K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-299K- 28.91% |
$12.4M - $15.1M
|
736K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24.9K+ 8.33% |
$1.03M - $1.26M
|
323K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 1.22% |
$251K - $306K
|
503K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
58.2K+ 37.2% |
$2.41M - $2.94M
|
215K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.71KNew |
$278K - $339K
|
6.71K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
577+ 2.62% |
$23.9K - $29.2K
|
22.6K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2- 0.03% |
$82.8 - $101
|
6.82K
$262K
|
|