Purchases and Sales Made in Q3 2025 in Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ) during Q3 2025. The information is specifically focused on institutions that hold shares of Belpointe PREP, LLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30.7KNew |
$1.84M - $2.06M
|
30.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.81KNew |
$348K - $389K
|
5.81K
$353K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.12K+ 15.97% |
$247K - $276K
|
29.9K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9KNew |
$234K - $261K
|
3.9K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.28KNew |
$197K - $220K
|
3.28K
$199K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.03K+ 1.24% |
$182K - $203K
|
247K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.58K+ 9.38% |
$94.5K - $106K
|
18.4K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
730+ 7.44% |
$43.8K - $48.9K
|
10.5K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
64+ 1.65% |
$3.84K - $4.29K
|
3.94K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5New |
$300 - $335
|
5
$304
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2- 0.03% |
$120 - $134
|
5.96K
$362K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-23- 0.15% |
$1.38K - $1.54K
|
15.1K
$920K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28- 0.87% |
$1.68K - $1.88K
|
3.2K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-38- 0.77% |
$2.28K - $2.55K
|
4.87K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-199- 0.32% |
$11.9K - $13.3K
|
62.4K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-399- 0.46% |
$23.9K - $26.7K
|
85.4K
$5.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-454- 15.35% |
$27.2K - $30.4K
|
2.5K
$152K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-864- 0.28% |
$51.8K - $57.9K
|
306K
$18.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 14.79% |
$71.8K - $80.2K
|
6.9K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.26K- 9.36% |
$136K - $151K
|
21.9K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.48K- 0.99% |
$149K - $166K
|
249K
$15.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.8K- 72.1% |
$768K - $857K
|
4.95K
$301K
|
|