Creative Planning - 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
Creative Planning ownership history of BANK OZK
ValueSharesWeighting
Q3 2023$405,789
-5.1%
10,947
+2.8%
0.00%0.0%
Q2 2023$427,798
+22.9%
10,652
+22.6%
0.00%0.0%
Q4 2022$348,121
+11.2%
8,690
+10.0%
0.00%0.0%
Q3 2022$313,000
+28.8%
7,901
+22.0%
0.00%
Q2 2022$243,000
+9.5%
6,477
+24.4%
0.00%
Q1 2022$222,000
-7.5%
5,205
+1.1%
0.00%
Q4 2021$240,000
+9.6%
5,148
+1.2%
0.00%
Q3 2021$219,000
+0.5%
5,085
-1.5%
0.00%
Q2 2021$218,000
-0.9%
5,160
-4.2%
0.00%
Q1 2021$220,000
+5.8%
5,386
-19.2%
0.00%
Q4 2020$208,0006,6660.00%
Other shareholders
BANK OZK shareholders Q2 2023
NameSharesValueWeighting ↓
CABOT WEALTH MANAGEMENT INC 498,461$21,284,0002.86%
Van Berkom & Associates Inc. 1,637,798$69,934,0002.51%
Synergy Asset Management, LLC 213,549$9,119,0002.20%
Global Frontier Investments LLC 125,000$5,338,0002.06%
WASATCH ADVISORS LP 9,771,226$417,231,0002.05%
Copeland Capital Management, LLC 1,556,328$66,455,0001.83%
Horrell Capital Management, Inc. 117,620$5,022,0001.63%
VELA Investment Management, LLC 55,801$2,383,0001.50%
Sapience Investments, LLC 257,460$10,994,0001.34%
RICE HALL JAMES & ASSOCIATES, LLC 604,736$25,822,0001.03%
View complete list of BANK OZK shareholders