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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-94Closed |
$3.62K - $4.18K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-109Closed |
$4.19K - $4.85K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Blackstone Inc
New York, NY |
SELL
|
CALL |
-50KClosed |
$1.58M - $2.27M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-87Closed |
$2.74K - $3.96K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-64.6KClosed |
$2.03M - $2.94M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-450Closed |
$14.2K - $20.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.4KClosed |
$202K - $291K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
368New |
$11.6K - $16.7K
|
368
$15.3K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-39Closed |
$1.23K - $1.77K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-13.5KClosed |
$425K - $614K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-99Closed |
$3.12K - $4.5K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-8.63KClosed |
$272K - $392K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.6KClosed |
$50.6K - $72.9K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
100KNew |
$3.15M - $4.55M
|
100K
$4.17M
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-414K- 78.17% |
$13.1M - $18.8M
|
116K
$4.83M
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-200Closed |
$4.31K - $6.29K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-18.3KClosed |
$395K - $576K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.25KNew |
$27K - $39.3K
|
1.25K
$52.1K
|
|
Feb 10, 2021
Q4 2020
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-381KClosed |
$8.21M - $12M
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
229New |
$4.94K - $7.2K
|
229
$9.55K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180Closed |
$3.88K - $5.66K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-59.2KClosed |
$1.28M - $1.86M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-757Closed |
$16.3K - $23.8K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10KClosed |
$204K - $263K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.76KNew |
$36K - $46.3K
|
1.76K
$73.5K
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-7.5KClosed |
$153K - $197K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Royce & Associates LP
|
SELL
|
- |
-93.4KClosed |
$1.91M - $2.45M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-833Closed |
$17K - $21.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-13.2KClosed |
$270K - $348K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.03KClosed |
$21.1K - $27.1K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.99KClosed |
$204K - $262K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-158Closed |
$3.22K - $4.15K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-233Closed |
$4.75K - $6.12K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-900Closed |
$18.4K - $23.6K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.4K+ 126.9% |
$21.8K - $40.1K
|
2.51K
$104K
|
|
Aug 19, 2020
Q2 2020
|
Tru Independence LLC
|
SELL
|
- |
-400Closed |
$6.22K - $11.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-28.7KClosed |
$446K - $821K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-178Closed |
$2.77K - $5.09K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-183KClosed |
$2.84M - $5.23M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.95K+ 187.9% |
$45.9K - $84.4K
|
4.52K
$189K
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$21.8K - $40.1K
|
1.4K
$58.4K
|
|
Aug 10, 2020
Q2 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-24.2KClosed |
$376K - $693K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.07KClosed |
$32.1K - $59.1K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.05KClosed |
$31.9K - $58.7K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$109 - $200
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1KClosed |
$15.6K - $28.6K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-24.3KClosed |
$377K - $694K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-226Closed |
$3.51K - $6.47K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-229Closed |
$3.56K - $6.55K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-27Closed |
$420 - $773
|
0
$0
|