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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,808
shares
|
$352,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,611
shares
|
$340,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,337
shares
|
$324,169
0.02% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,996
shares
|
$303,457
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,950
shares
|
$300,663
0.0% of portfolio
|
Q3 2025
Reduced 72.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,869
shares
|
$295,743
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,700
shares
|
$285,478
0.0% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,534
shares
|
$275,395
0.06% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
4,200
shares
|
$255,108
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
4,060
shares
|
$246,604
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,935
shares
|
$239,011
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,900
shares
|
$236,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3,645
shares
|
$221,397
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,609
shares
|
$219,210
0.04% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,582
shares
|
$217,570
0.0% of portfolio
|
Q1 2023
Added 43.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,582
shares
|
$217,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,574
shares
|
$217,084
0.09% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,559
shares
|
$216,173
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,350
shares
|
$203,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,280
shares
|
$199,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,195
shares
|
$194,064
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,504
shares
|
$152,092
0.0% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
593
shares
|
$36,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
593
shares
|
$36,018
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5
shares
|
$303
0.0% of portfolio
|
Q3 2025
New holding
|
|