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 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $88.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
306,367
shares
|
$18.6 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
248,780
shares
|
$15.1 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
246,962
shares
|
$15 Million
5.92% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
85,419
shares
|
$5.19 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
62,366
shares
|
$3.79 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
56,347
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
43,940
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
36,790
shares
|
$2.23 Million
0.43% of portfolio
|
Q3 2022
Added 62.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
30,700
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
29,876
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
28,474
shares
|
$1.73 Million
0.2% of portfolio
|
Q1 2023
Added 23.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
21,879
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
21,424
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,360
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
16,478
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,890
shares
|
$965,158
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,558
shares
|
$944,992
0.24% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
15,141
shares
|
$919,664
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,218
shares
|
$802,861
0.53% of portfolio
|
Q4 2022
Reduced 99.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
13,080
shares
|
$794,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,539
shares
|
$640,138
0.0% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
7,600
shares
|
$461,624
0.1% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,500
shares
|
$455,550
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,897
shares
|
$418,923
0.01% of portfolio
|
Q3 2025
Reduced 14.79%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
5,956
shares
|
$361,767
0.14% of portfolio
|
Q3 2025
Reduced 0.03%
|
|