Purchases and Sales Made in Q1 2024 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q1 2024. The information is specifically focused on institutions that hold shares of Bank OZK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
948New |
$39.4K - $47.2K
|
948
$45.5K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
934+ 2.55% |
$38.9K - $46.5K
|
37.5K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
925+ 6.08% |
$38.5K - $46K
|
16.2K
$775K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
905New |
$37.6K - $45K
|
905
$43.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
823+ 1.43% |
$34.2K - $40.9K
|
58.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
814+ 0.5% |
$33.9K - $40.5K
|
165K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
784New |
$32.6K - $39K
|
784
$37.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
724+ 1.18% |
$30.1K - $36K
|
62K
$2.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 2.36% |
$29.1K - $34.8K
|
30.3K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
692+ 12.64% |
$28.8K - $34.4K
|
6.17K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
673+ 37.75% |
$28K - $33.5K
|
2.46K
$118K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
625New |
$26K - $31.1K
|
625
$30K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
608+ 5.38% |
$25.3K - $30.2K
|
11.9K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
604New |
$25.1K - $30K
|
604
$29K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 2.38% |
$25K - $29.9K
|
25.8K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
588+ 0.5% |
$24.5K - $29.3K
|
118K
$5.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
465+ 3.89% |
$19.3K - $23.1K
|
12.4K
$596K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
461New |
$19.2K - $22.9K
|
461
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
441+ 2.89% |
$18.3K - $21.9K
|
15.7K
$754K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
409+ 0.5% |
$17K - $20.3K
|
82.1K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
400+ 0.08% |
$16.6K - $19.9K
|
472K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
396New |
$16.5K - $19.7K
|
396
$19K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
390New |
$16.2K - $19.4K
|
390
$18.7K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
383+ 8.89% |
$15.9K - $19.1K
|
4.69K
$225K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
373+ 0.82% |
$15.5K - $18.6K
|
45.7K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
370+ 20.99% |
$15.4K - $18.4K
|
2.13K
$102K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
363New |
$15.1K - $18.1K
|
363
$17.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
338+ 130.0% |
$14.1K - $16.8K
|
598
$28.7K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
292New |
$12.1K - $14.5K
|
292
$14K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
269New |
$11.2K - $13.4K
|
269
$12.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
249+ 3.92% |
$10.4K - $12.4K
|
6.61K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
240New |
$9.98K - $11.9K
|
240
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 38.73% |
$9.36K - $11.2K
|
806
$38.7K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
220+ 4.25% |
$9.15K - $10.9K
|
5.4K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
210+ 3.98% |
$8.74K - $10.4K
|
5.49K
$264K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
205+ 81.03% |
$8.53K - $10.2K
|
458
$22K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
194+ 242.5% |
$8.07K - $9.65K
|
274
$13.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
162+ 14.21% |
$6.74K - $8.06K
|
1.3K
$62.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
159+ 32.32% |
$6.61K - $7.91K
|
651
$31.3K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
158+ 0.19% |
$6.57K - $7.86K
|
83.2K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
129New |
$5.37K - $6.42K
|
129
$6.19K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
123+ 52.56% |
$5.12K - $6.12K
|
357
$17.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
106+ 0.75% |
$4.41K - $5.27K
|
14.3K
$686K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
105+ 1.85% |
$4.37K - $5.22K
|
5.79K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.71% |
$4.08K - $4.88K
|
14K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
89+ 1112.5% |
$3.7K - $4.43K
|
97
$4.66K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 16.93% |
$2.66K - $3.18K
|
442
$21.2K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
60+ 0.26% |
$2.5K - $2.99K
|
23.5K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
58+ 0.25% |
$2.41K - $2.89K
|
23.3K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
52+ 0.85% |
$2.16K - $2.59K
|
6.17K
$296K
|