Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 488 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
12,779
shares
|
$571,221
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
12,640
shares
|
$565,008
0.88% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12,557
shares
|
$561,297
0.01% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
12,417
shares
|
$555,039
0.44% of portfolio
|
Q1 2024
Added 3.89%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
12,324
shares
|
$550,882
0.16% of portfolio
|
Q3 2024
Reduced 54.7%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
12,314
shares
|
$550,435
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
12,194
shares
|
$545,071
0.01% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,156
shares
|
$543,373
0.01% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,036
shares
|
$538,009
0.0% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
12,000
shares
|
$536,400
0.01% of portfolio
|
Q3 2021
Reduced 7.51%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,435
shares
|
$511,144
0.36% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
11,401
shares
|
$509,624
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
11,248
shares
|
$502,785
0.0% of portfolio
|
Q3 2024
Added 72.04%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,230
shares
|
$501,981
0.01% of portfolio
|
Q3 2024
Reduced 71.33%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
11,088
shares
|
$495,633
0.08% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,991
shares
|
$491,297
0.0% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
10,862
shares
|
$485,531
0.07% of portfolio
|
Q3 2024
Reduced 37.93%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,733
shares
|
$479,765
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
10,648
shares
|
$475,965
0.03% of portfolio
|
Q3 2024
Added 83.24%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
10,523
shares
|
$470,378
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
10,258
shares
|
$458,532
0.02% of portfolio
|
Q1 2024
Reduced 5.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
10,182
shares
|
$455,135
0.02% of portfolio
|
Q3 2024
Added 65.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
10,111
shares
|
$451,961
0.06% of portfolio
|
Q3 2022
Added 9.91%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
10,060
shares
|
$449,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,030
shares
|
$448,341
0.0% of portfolio
|
Q3 2024
Added 0.59%
|