OZK

Bank Ozk

Latest period2024 - Q4Total superinvestors39

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 39 superinvestors own shares of Bank Ozk (OZK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Bank Ozk (OZK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Bank Ozk (OZK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Bank Ozk (OZK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.22%
0.01%
$2.433M
56,592 shares@ 43.0 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 0.06%
0.01%
$1.888M
42,391 shares@ 44.53 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 23.84%
0.05%
$922,187
20,709 shares@ 44.54 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 49.4%
0.02%
$714,057
16,035 shares@ 44.54 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 3.67%
0.03%
$470,014
10,555 shares@ 44.53 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.5%
0.01%
$290,000
6,520 shares@ 44.48 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 14.6%
0.02%
$211,874
4,758 shares@ 44.54 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 102.78%
0.01%
$16,253
365 shares@ 44.53 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 11.77%
0.01%
$7,615
171 shares@ 44.54 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 12.91%
0.01%
$3,117
70 shares@ 44.53 avg price