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 46 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $84.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
298,385
shares
|
$18.4 Million
1.38% 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
|
$15.8 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
235,796
shares
|
$14.5 Million
18.72% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
86,933
shares
|
$5.35 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
55,000
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2024
Added 4088.88%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
46,211
shares
|
$2.84 Million
0.71% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
43,221
shares
|
$2.66 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
36,790
shares
|
$2.26 Million
0.43% of portfolio
|
Q3 2022
Added 62.9%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
28,474
shares
|
$1.75 Million
0.24% of portfolio
|
Q1 2023
Added 23.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
25,128
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
21,424
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
17,158
shares
|
$1.06 Million
1.07% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
16,888
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,785
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,349
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2024
Added 15.43%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
15,890
shares
|
$977,235
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
15,890
shares
|
$977,235
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,558
shares
|
$956,817
0.32% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
15,212
shares
|
$935,538
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,218
shares
|
$812,907
0.53% of portfolio
|
Q4 2022
Reduced 99.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,382
shares
|
$699,993
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
7,600
shares
|
$467,400
0.14% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
5,960
shares
|
$366,540
0.16% of portfolio
|
Q4 2023
Added 51.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,705
shares
|
$350,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,659
shares
|
$348,028
0.01% of portfolio
|
Q4 2024
Added 23.51%
|