Purchases and Sales Made in Q2 2024 in Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
77+ 0.33% |
$2.91K - $3.79K
|
23.5K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
72New |
$2.73K - $3.54K
|
72
$3.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 6.04% |
$2.73K - $3.54K
|
1.26K
$62.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
69+ 14.97% |
$2.61K - $3.4K
|
530
$26.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 125.93% |
$2.57K - $3.35K
|
122
$6.06K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
67+ 1.02% |
$2.54K - $3.3K
|
6.61K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
60+ 0.64% |
$2.27K - $2.95K
|
9.41K
$467K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
50+ 72.46% |
$1.89K - $2.46K
|
119
$5.91K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
49New |
$1.85K - $2.41K
|
49
$2.43K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
48+ 11.32% |
$1.82K - $2.36K
|
472
$23.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
44+ 0.15% |
$1.67K - $2.17K
|
30.1K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36+ 22.64% |
$1.36K - $1.77K
|
195
$9.68K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 10.58% |
$1.1K - $1.43K
|
303
$15K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27New |
$1.02K - $1.33K
|
27
$1.34K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25New |
$946 - $1.23K
|
25
$1.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$946 - $1.23K
|
25
$1.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22New |
$833 - $1.08K
|
22
$1.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 350.0% |
$795 - $1.03K
|
27
$1.34K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16New |
$606 - $787
|
16
$794
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
14+ 1.07% |
$530 - $689
|
1.33K
$65.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 48.0% |
$454 - $591
|
37
$1.84K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12+ 0.86% |
$454 - $591
|
1.4K
$69.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 0.07% |
$265 - $344
|
9.97K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.92% |
$151 - $197
|
439
$21.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 21.05% |
$151 - $197
|
23
$1.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.9 - $49.2
|
1
$49.6
|
|
|
Aug 14, 2024
Q2 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 4.42% |
$189 - $246
|
108
$5.36K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-7- 0.11% |
$265 - $344
|
6.49K
$322K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 9.35% |
$379 - $492
|
97
$4.82K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.51% |
$416 - $541
|
2.13K
$106K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 2.9% |
$681 - $886
|
603
$29.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-20- 0.16% |
$757 - $984
|
12.6K
$625K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-25- 0.43% |
$946 - $1.23K
|
5.82K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 2.74% |
$984 - $1.28K
|
922
$45.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-30- 0.38% |
$1.14K - $1.48K
|
7.96K
$395K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-32- 39.02% |
$1.21K - $1.57K
|
50
$2.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 1.05% |
$2.23K - $2.9K
|
5.54K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63- 0.3% |
$2.38K - $3.1K
|
21.2K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-76- 0.3% |
$2.88K - $3.74K
|
25.1K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-79- 1.5% |
$2.99K - $3.89K
|
5.19K
$258K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-108- 14.46% |
$4.09K - $5.31K
|
639
$31.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-192- 0.7% |
$7.27K - $9.45K
|
27.2K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-194- 21.44% |
$7.34K - $9.55K
|
711
$35.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-198- 2.3% |
$7.49K - $9.74K
|
8.41K
$418K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-204- 25.31% |
$7.72K - $10K
|
602
$29.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-206- 70.55% |
$7.8K - $10.1K
|
86
$4.27K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-219- 3.85% |
$8.29K - $10.8K
|
5.47K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-238- 11.16% |
$9.01K - $11.7K
|
1.9K
$94.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-253- 4.69% |
$9.58K - $12.5K
|
5.14K
$255K
|