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 53 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $89.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
5,960
shares
|
$370,175
0.16% of portfolio
|
Q4 2023
Added 51.46%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,659
shares
|
$351,480
0.01% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
5,611
shares
|
$348,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,225
shares
|
$324,524
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,996
shares
|
$310,301
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,950
shares
|
$307,444
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,913
shares
|
$305,146
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,700
shares
|
$291,917
0.0% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
4,200
shares
|
$260,862
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
4,060
shares
|
$252,166
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,935
shares
|
$244,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
3,716
shares
|
$230,800
0.22% of portfolio
|
Q1 2025
Reduced 78.34%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,645
shares
|
$226,390
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,609
shares
|
$224,154
0.04% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,584
shares
|
$222,602
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,582
shares
|
$222,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,582
shares
|
$222,478
0.0% of portfolio
|
Q1 2023
Added 43.22%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
3,574
shares
|
$221,981
0.13% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,350
shares
|
$208,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,280
shares
|
$203,720
0.0% of portfolio
|
Q3 2024
Reduced 56.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,183
shares
|
$197,696
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,150
shares
|
$195,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,958
shares
|
$183,721
0.0% of portfolio
|
Q4 2024
Added 147800.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,739
shares
|
$170,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$93,165
0.06% of portfolio
|
Q2 2024
New holding
|