Purchases and Sales Made in Q2 2023 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
139New |
$4.35K - $5.79K
|
139
$6.21K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
138+ 1.0% |
$4.32K - $5.74K
|
13.9K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
132+ 1.67% |
$4.14K - $5.49K
|
8.04K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
124+ 139.33% |
$3.88K - $5.16K
|
213
$9.52K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
116+ 39.46% |
$3.63K - $4.83K
|
410
$18.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
110+ 0.3% |
$3.45K - $4.58K
|
36.7K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 14.31% |
$3.13K - $4.16K
|
799
$35.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
87New |
$2.73K - $3.62K
|
87
$3.89K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
86+ 67.72% |
$2.69K - $3.58K
|
213
$9.52K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 487.5% |
$2.44K - $3.25K
|
94
$4.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
65+ 0.75% |
$2.04K - $2.71K
|
8.68K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
57+ 0.85% |
$1.79K - $2.37K
|
6.74K
$301K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
53+ 0.82% |
$1.66K - $2.21K
|
6.5K
$290K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50+ 7.87% |
$1.57K - $2.08K
|
685
$30.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 23.12% |
$1.35K - $1.79K
|
229
$10.2K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43+ 4.29% |
$1.35K - $1.79K
|
1.05K
$46.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 31.11% |
$1.32K - $1.75K
|
177
$7.91K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28+ 175.0% |
$877 - $1.17K
|
44
$1.97K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
16+ 0.01% |
$501 - $666
|
118K
$5.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 4.29% |
$470 - $624
|
365
$16.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 0.72% |
$407 - $541
|
1.83K
$81.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 19.67% |
$376 - $499
|
73
$3.26K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 17.65% |
$188 - $250
|
40
$1.79K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$125 - $166
|
8.7K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.83% |
$125 - $166
|
487
$21.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.37% |
$125 - $166
|
1.07K
$48K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 9.62% |
$157 - $208
|
47
$2.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 22.39% |
$470 - $624
|
52
$2.32K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 70.27% |
$815 - $1.08K
|
11
$492
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 6.25% |
$1K - $1.33K
|
480
$21.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 2.71% |
$1.03K - $1.37K
|
1.19K
$53K
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-35- 0.35% |
$1.1K - $1.46K
|
10.1K
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-39- 9.9% |
$1.22K - $1.62K
|
355
$15.9K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 11.46% |
$1.5K - $2K
|
371
$16.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 11.46% |
$1.5K - $2K
|
371
$16.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50- 9.09% |
$1.57K - $2.08K
|
500
$22.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-55- 7.43% |
$1.72K - $2.29K
|
685
$30.6K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-60- 1.46% |
$1.88K - $2.5K
|
4.06K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-63- 35.59% |
$1.97K - $2.62K
|
114
$5.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 11.98% |
$4.29K - $5.7K
|
1.01K
$45K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-145- 2.16% |
$4.54K - $6.03K
|
6.58K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-176- 1.08% |
$5.51K - $7.33K
|
16.2K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-200- 0.28% |
$6.27K - $8.32K
|
71.9K
$3.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-312- 0.25% |
$9.77K - $13K
|
125K
$5.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-349- 1.47% |
$10.9K - $14.5K
|
23.3K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-383- 1.81% |
$12K - $15.9K
|
20.7K
$926K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-415- 3.14% |
$13K - $17.3K
|
12.8K
$572K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-429- 4.28% |
$13.4K - $17.9K
|
9.6K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-473- 0.85% |
$14.8K - $19.7K
|
54.9K
$2.46M
|