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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.09K- 5.91% |
$99.2K - $111K
|
33.3K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
541New |
$25.6K - $28.7K
|
541
$23.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.47K+ 1.72% |
$69.8K - $78.2K
|
87.2K
$3.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$237 - $266
|
10
$441
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 22.46% |
$148K - $166K
|
10.8K
$475K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.48% |
$379 - $425
|
549
$24.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 82.19% |
$14.2K - $15.9K
|
665
$29.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.14% |
$284 - $319
|
4.15K
$183K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-1.29K- 9.53% |
$61.3K - $68.7K
|
12.3K
$542K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.8% |
$142 - $159
|
379
$16.7K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 353.81% |
$857K - $961K
|
23.2K
$1.02M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-11.5K- 27.72% |
$430K - $542K
|
29.9K
$1.32M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 283.19% |
$4.39M - $5.53M
|
158K
$6.97M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
192+ 1.39% |
$7.22K - $9.09K
|
14K
$618K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.19K+ 3.57% |
$120K - $151K
|
92.6K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
14.1KNew |
$529K - $666K
|
14.1K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-408- 6.69% |
$15.3K - $19.3K
|
5.69K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-24.4K- 33.66% |
$917K - $1.15M
|
48.1K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 3.48% |
$44.8K - $56.4K
|
33K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-201- 3.44% |
$7.55K - $9.52K
|
5.64K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
5KNew |
$188K - $237K
|
5K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
35.1KNew |
$1.32M - $1.66M
|
35.1K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
38.8KNew |
$1.46M - $1.84M
|
38.8K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
6.34K+ 111.16% |
$238K - $300K
|
12K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 3.93% |
$413 - $521
|
269
$11.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-567- 6.23% |
$21.3K - $26.8K
|
8.53K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Awh Capital, L.P.
Dallas, TX |
BUY
|
- |
35.1K+ 65.61% |
$1.32M - $1.66M
|
88.6K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
13.9KNew |
$522K - $658K
|
13.9K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.16KNew |
$232K - $292K
|
6.16K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
202K+ 40.38% |
$7.6M - $9.57M
|
703K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-404- 1.14% |
$15.2K - $19.1K
|
35K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4K- 12.96% |
$150K - $189K
|
26.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-447- 40.45% |
$16.8K - $21.2K
|
658
$29K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
100+ 0.93% |
$3.76K - $4.73K
|
10.8K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.7KNew |
$177K - $222K
|
4.7K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
716New |
$26.9K - $33.9K
|
716
$31.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 25.0% |
$37.6 - $47.3
|
3
$132
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
46.3KNew |
$1.74M - $2.19M
|
46.3K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
39New |
$1.47K - $1.85K
|
39
$1.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.39% |
$188 - $237
|
119
$5.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
8.11KNew |
$305K - $384K
|
8.11K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
70New |
$2.63K - $3.31K
|
70
$3.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-135- 0.79% |
$5.07K - $6.39K
|
16.9K
$744K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.98K- 26.29% |
$74.4K - $93.8K
|
5.56K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-65- 47.79% |
$2.44K - $3.08K
|
71
$3.13K
|
|
|
Aug 11, 2025
Q2 2025
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
311K+ 24.45% |
$11.7M - $14.7M
|
1.58M
$69.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.59K- 32.47% |
$59.6K - $75.1K
|
3.3K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$75.2 - $94.7
|
3
$132
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
162+ 2.57% |
$6.09K - $7.67K
|
6.46K
$285K
|
|