Institutional Ownership Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $92.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
298,385
shares
|
$18.6 Million
1.52% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
256,339
shares
|
$16 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
243,931
shares
|
$15.2 Million
15.74% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
86,933
shares
|
$5.43 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
59,601
shares
|
$3.73 Million
0.66% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,000
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2024
Added 4088.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
43,940
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
38,205
shares
|
$2.39 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
36,790
shares
|
$2.3 Million
0.43% of portfolio
|
Q3 2022
Added 62.9%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
28,474
shares
|
$1.78 Million
0.23% of portfolio
|
Q1 2023
Added 23.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,775
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
21,424
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,785
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,478
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
15,890
shares
|
$993,125
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
15,890
shares
|
$993,125
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
15,558
shares
|
$972,375
0.3% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
15,425
shares
|
$964,062
0.3% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
15,164
shares
|
$947,750
0.28% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,218
shares
|
$826,125
0.53% of portfolio
|
Q4 2022
Reduced 99.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$718,750
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,382
shares
|
$711,375
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,341
shares
|
$646,312
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,045
shares
|
$502,812
0.01% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
7,600
shares
|
$475,000
0.13% of portfolio
|
Q4 2024
Reduced 21.65%
|