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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
35.9KNew |
$1.26M - $1.85M
|
35.9K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
12KNew |
$422K - $619K
|
12K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-196Closed |
$6.89K - $10.1K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.39KNew |
$154K - $227K
|
4.39K
$194K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-21- 15.91% |
$738 - $1.08K
|
111
$4.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
77New |
$2.71K - $3.97K
|
77
$3.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.31KNew |
$152K - $223K
|
4.31K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$2.25K - $3.3K
|
64
$2.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
14New |
$492 - $723
|
14
$617
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.97KNew |
$175K - $256K
|
4.97K
$219K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-43.5K- 4.68% |
$1.53M - $2.24M
|
885K
$39M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$168K - $247K
|
4.78K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
48New |
$1.69K - $2.48K
|
48
$2.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$3.97K - $5.83K
|
113
$4.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
34New |
$1.2K - $1.75K
|
34
$1.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.43KNew |
$191K - $280K
|
5.43K
$240K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.29K+ 21.17% |
$186K - $273K
|
30.3K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.79KNew |
$168K - $247K
|
4.79K
$211K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.5KNew |
$382K - $470K
|
10.5K
$464K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.82% |
$145 - $179
|
491
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.57KNew |
$238K - $293K
|
6.57K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$588K - $724K
|
16.2K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
183KNew |
$6.64M - $8.17M
|
183K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
5.91KNew |
$214K - $264K
|
5.91K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
75New |
$2.72K - $3.35K
|
75
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-114Closed |
$4.14K - $5.09K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.13K
|
70
$3.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-120- 75.0% |
$4.36K - $5.36K
|
40
$1.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.75KNew |
$281K - $346K
|
7.75K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-7.96K- 61.55% |
$289K - $356K
|
4.97K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-789- 1.59% |
$28.6K - $35.2K
|
48.8K
$2.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-400- 1.75% |
$14.5K - $17.9K
|
22.5K
$993K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 1.34% |
$218 - $268
|
443
$19.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-300- 85.71% |
$10.9K - $13.4K
|
50
$2.21K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
15+ 0.26% |
$545 - $670
|
5.77K
$254K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
93New |
$3.38K - $4.15K
|
93
$4.1K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.03K- 11.26% |
$63.4K - $84.3K
|
16K
$704K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
196New |
$6.14K - $8.16K
|
196
$8.64K
|
|
|
Aug 14, 2023
Q2 2023
|
King Street Capital Management, L.P.
New York, NY |
BUY
|
PUT |
575K+ 65.71% |
$18M - $23.9M
|
1.45M
$63.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.69K- 30.42% |
$147K - $195K
|
10.7K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5KNew |
$157K - $208K
|
5K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
136KNew |
$4.25M - $5.65M
|
136K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
104KNew |
$3.25M - $4.32M
|
104K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
228New |
$7.14K - $9.49K
|
228
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
87New |
$2.73K - $3.62K
|
87
$3.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
88.1KNew |
$2.76M - $3.67M
|
88.1K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-35- 0.35% |
$1.1K - $1.46K
|
10.1K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.13K+ 5.69% |
$98K - $130K
|
58K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 22.39% |
$470 - $624
|
52
$2.29K
|
|