J.P. Morgan Private Wealth Advisors LLC - BANK OZK ownership

BANK OZK's ticker is OZK and the CUSIP is 06417N103. A total of 360 filers reported holding BANK OZK in Q2 2023. The put-call ratio across all filers is 4.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of BANK OZK
ValueSharesWeighting
Q3 2023$1,810,683
-9.2%
48,845
-1.6%
0.01%
-50.0%
Q2 2023$1,993,307
+4.7%
49,634
-10.8%
0.01%
+150.0%
Q1 2023$1,903,606
-17.4%
55,661
-3.2%
0.00%
-20.0%
Q4 2022$2,304,131
+0.6%
57,517
-0.6%
0.01%
-16.7%
Q3 2022$2,290,000
+14.4%
57,883
+8.5%
0.01%
+20.0%
Q2 2022$2,002,000
-13.7%
53,346
-1.8%
0.01%0.0%
Q1 2022$2,319,000
+17.6%
54,298
+28.1%
0.01%
+25.0%
Q4 2021$1,972,000
+17.5%
42,377
+8.4%
0.00%0.0%
Q3 2021$1,679,000
+10.4%
39,076
+8.3%
0.00%0.0%
Q2 2021$1,521,000
+91.6%
36,084
+85.7%
0.00%
+33.3%
Q1 2021$794,000
+19.0%
19,436
-8.9%
0.00%
+50.0%
Q4 2020$667,000
+27.8%
21,339
-12.9%
0.00%0.0%
Q3 2020$522,000
-15.1%
24,493
-6.5%
0.00%
-33.3%
Q2 2020$615,000
+40.7%
26,204
+0.2%
0.00%
+50.0%
Q1 2020$437,000
-32.1%
26,144
+23.8%
0.00%
-33.3%
Q4 2019$644,000
+38.8%
21,111
+24.0%
0.00%
+50.0%
Q3 2019$464,000
+22.1%
17,029
+35.0%
0.00%0.0%
Q2 2019$380,000
-28.0%
12,613
-30.7%
0.00%
-33.3%
Q1 2019$528,000
+56.7%
18,208
+23.5%
0.00%
+50.0%
Q4 2018$337,000
-57.7%
14,740
-29.8%
0.00%
-50.0%
Q3 2018$797,00020,9960.00%
Other shareholders
BANK OZK shareholders Q2 2023
NameSharesValueWeighting ↓
Selective Wealth Management, Inc. 530,156$11,303,0008.87%
Global Frontier Investments LLC 125,000$2,665,0003.93%
WEYBOSSET RESEARCH & MANAGEMENT LLC 239,695$5,110,0002.80%
Van Berkom & Associates Inc. 3,268,097$69,676,0002.02%
Bank OZK 157,898$3,366,0001.80%
CABOT WEALTH MANAGEMENT INC 413,350$8,813,0001.60%
Copeland Capital Management, LLC 1,509,789$32,189,0001.43%
Lingohr Asset Management GmbH 13,770$294,0001.04%
Millrace Asset Group, Inc. 56,177$1,198,0000.97%
Sapience Investments, LLC 254,590$5,428,0000.96%
View complete list of BANK OZK shareholders