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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-151K- 46.14% |
$7.16M - $8.02M
|
176K
$7.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-334- 68.3% |
$15.8K - $17.7K
|
155
$6.84K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
29New |
$1.37K - $1.54K
|
29
$1.28K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1.31K+ 28.75% |
$62.2K - $69.8K
|
5.88K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
463+ 1.48% |
$21.9K - $24.6K
|
31.8K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
30.9K+ 64.56% |
$1.46M - $1.64M
|
78.7K
$3.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-251- 3.94% |
$11.9K - $13.3K
|
6.13K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-12.4K- 8.38% |
$588K - $660K
|
136K
$5.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.2K+ 133.94% |
$767K - $859K
|
28.2K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-89K- 13.05% |
$4.22M - $4.73M
|
593K
$26.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.14K- 0.88% |
$53.9K - $60.5K
|
128K
$5.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.65K- 6.95% |
$173K - $194K
|
48.9K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
959+ 6.5% |
$45.5K - $51K
|
15.7K
$693K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.77K- 1.27% |
$179K - $200K
|
292K
$12.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-30.3K- 85.71% |
$1.44M - $1.61M
|
5.05K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.03K+ 20.12% |
$96K - $108K
|
12.1K
$534K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 1.07% |
$521 - $585
|
1.02K
$44.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.98KNew |
$189K - $211K
|
3.98K
$175K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.21K+ 228.06% |
$57.4K - $64.4K
|
1.74K
$76.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Qv Investors Inc.
|
SELL
|
- |
-35.3K- 16.13% |
$1.67M - $1.88M
|
184K
$8.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-38.5K- 93.79% |
$1.83M - $2.05M
|
2.55K
$113K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
9.84KNew |
$467K - $523K
|
9.84K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
505+ 4.17% |
$23.9K - $26.8K
|
12.6K
$556K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4+ 0.03% |
$190 - $213
|
14.9K
$659K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 4.8% |
$1.28K - $1.43K
|
589
$26K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
58New |
$2.75K - $3.08K
|
58
$2.56K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
135+ 0.47% |
$6.4K - $7.17K
|
28.9K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
30New |
$1.42K - $1.59K
|
30
$1.32K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.36K+ 66.97% |
$159K - $178K
|
8.37K
$369K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
74+ 0.15% |
$3.51K - $3.93K
|
48.4K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.57K- 4.54% |
$169K - $189K
|
75K
$3.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10- 3.37% |
$474 - $531
|
287
$12.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
537New |
$25.5K - $28.5K
|
537
$23.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.76K+ 134.53% |
$462K - $518K
|
17K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-281- 3.21% |
$13.3K - $14.9K
|
8.47K
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.86K+ 24.51% |
$88.3K - $99K
|
9.47K
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16.1K+ 17.46% |
$762K - $854K
|
108K
$4.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
193New |
$9.15K - $10.3K
|
193
$8.51K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
38+ 0.3% |
$1.8K - $2.02K
|
12.6K
$555K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.6K+ 20.77% |
$740K - $829K
|
90.8K
$4M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.72KNew |
$224K - $251K
|
4.72K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-285- 4.64% |
$13.5K - $15.1K
|
5.86K
$258K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.69K- 4.73% |
$80K - $89.6K
|
34K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.12K- 5.61% |
$52.9K - $59.4K
|
18.8K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
692New |
$32.8K - $36.8K
|
692
$30.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 14.23% |
$50.1K - $56.1K
|
8.48K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.07K+ 57.92% |
$193K - $216K
|
11.1K
$490K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-4.13K- 10.44% |
$196K - $220K
|
35.4K
$1.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-904- 11.91% |
$42.8K - $48K
|
6.69K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
22+ 7.67% |
$1.04K - $1.17K
|
309
$13.6K
|
|