Latest Institutional Transactions on Belpointe Prep, LLC (OZ)
This table provides information on the latest institutional transactions involving Belpointe Prep, LLC (OZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-454- 15.35% |
$27.2K - $30.4K
|
2.5K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.81KNew |
$348K - $389K
|
5.81K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.26K- 9.36% |
$136K - $151K
|
21.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5New |
$300 - $335
|
5
$304
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28- 0.87% |
$1.68K - $1.88K
|
3.2K
$194K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30.7KNew |
$1.84M - $2.06M
|
30.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
64+ 1.65% |
$3.84K - $4.29K
|
3.94K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.58K+ 9.38% |
$94.5K - $106K
|
18.4K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.8K- 72.1% |
$768K - $857K
|
4.95K
$301K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
730+ 7.44% |
$43.8K - $48.9K
|
10.5K
$640K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2- 0.03% |
$120 - $134
|
5.96K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.48K- 0.99% |
$149K - $166K
|
249K
$15.1M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-23- 0.15% |
$1.38K - $1.54K
|
15.1K
$920K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 14.79% |
$71.8K - $80.2K
|
6.9K
$419K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.28KNew |
$197K - $220K
|
3.28K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-864- 0.28% |
$51.8K - $57.9K
|
306K
$18.6M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-399- 0.46% |
$23.9K - $26.7K
|
85.4K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9KNew |
$234K - $261K
|
3.9K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-199- 0.32% |
$11.9K - $13.3K
|
62.4K
$3.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.12K+ 15.97% |
$247K - $276K
|
29.9K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.03K+ 1.24% |
$182K - $203K
|
247K
$15M
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
38+ 0.78% |
$2.23K - $2.7K
|
4.91K
$298K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.3KNew |
$3.3M - $4M
|
56.3K
$3.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.56KNew |
$208K - $253K
|
3.56K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.46K+ 46.89% |
$85.5K - $104K
|
4.57K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$766K - $929K
|
13.1K
$794K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.5KNew |
$439K - $533K
|
7.5K
$456K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-564- 11.06% |
$33K - $40K
|
4.53K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-564- 11.06% |
$33K - $40K
|
4.53K
$275K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
354+ 6.63% |
$21.4K - $27.6K
|
5.69K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-100- 0.6% |
$6.05K - $7.8K
|
16.5K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.65KNew |
$221K - $284K
|
3.65K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 78.34% |
$813K - $1.05M
|
3.72K
$226K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.32KNew |
$211K - $266K
|
3.32K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.61KNew |
$357K - $449K
|
5.61K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$657K - $828K
|
10.3K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
719+ 1.66% |
$45.7K - $57.6K
|
43.9K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.58KNew |
$228K - $287K
|
3.58K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.9KNew |
$1.01M - $1.27M
|
15.9K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.1K- 21.65% |
$133K - $168K
|
7.6K
$462K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 5.43% |
$15.7K - $19.5K
|
4.7K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$1.24M - $1.55M
|
21.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.9KNew |
$922K - $1.15M
|
15.9K
$965K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.35KNew |
$194K - $243K
|
3.35K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
593New |
$34.4K - $42.9K
|
593
$36K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$191K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06K+ 15.21% |
$236K - $294K
|
30.8K
$1.87M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.13K+ 233.91% |
$520K - $579K
|
13K
$791K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 58.62% |
$4.85K - $5.39K
|
60
$3.64K
|
|