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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
326
shares
|
$14,572
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
305
shares
|
$13,633
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
289
shares
|
$12,918
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
275
shares
|
$12,292
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
275
shares
|
$12,292
0.0% of portfolio
|
Q3 2024
Added 316.67%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
240
shares
|
$10,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
236
shares
|
$10,549
0.0% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
228
shares
|
$10,191
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
221
shares
|
$9,878
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
209
shares
|
$9,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
208
shares
|
$9,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
196
shares
|
$8,761
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
195
shares
|
$8,716
0.0% of portfolio
|
Q2 2024
Added 22.64%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
194
shares
|
$8,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
188
shares
|
$8,403
0.0% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
180
shares
|
$8,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
172
shares
|
$7,688
0.0% of portfolio
|
Q3 2024
Added 40.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
166
shares
|
$7,420
0.0% of portfolio
|
Q4 2023
Added 84.44%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
166
shares
|
$7,420
0.0% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
153
shares
|
$6,839
0.0% of portfolio
|
Q3 2024
Added 41.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
136
shares
|
$6,079
0.0% of portfolio
|
Q3 2024
Added 91.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
136
shares
|
$6,079
0.0% of portfolio
|
Q2 2024
Added 338.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
126
shares
|
$5,632
0.0% of portfolio
|
Q3 2024
Added 48.24%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
120
shares
|
$5,364
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
107
shares
|
$4,782
0.0% of portfolio
|
Q3 2024
Added 2.88%
|