Latest Institutional Transactions on Belpointe Prep, LLC (OZ)
This table provides information on the latest institutional transactions involving Belpointe Prep, LLC (OZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.91KNew |
$312K - $393K
|
4.91K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.9KNew |
$1.01M - $1.27M
|
15.9K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-695- 0.29% |
$44.2K - $55.6K
|
236K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 23.51% |
$68.4K - $86.2K
|
5.66K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$723K - $911K
|
11.4K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.6K- 1.81% |
$102K - $128K
|
86.9K
$5.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.88K- 2.24% |
$374K - $471K
|
256K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.2KNew |
$967K - $1.22M
|
15.2K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.1K- 21.65% |
$133K - $168K
|
7.6K
$467K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.01K- 37.8% |
$174K - $218K
|
4.95K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68- 97.14% |
$3.94K - $4.92K
|
2
$123
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22+ 0.71% |
$1.28K - $1.59K
|
3.13K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.23K- 56.34% |
$245K - $306K
|
3.28K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71KNew |
$331K - $413K
|
5.71K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10- 0.28% |
$580 - $724
|
3.59K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 5.43% |
$15.7K - $19.5K
|
4.7K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.9KNew |
$922K - $1.15M
|
15.9K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43.2KNew |
$2.51M - $3.13M
|
43.2K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.94KNew |
$228K - $285K
|
3.94K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.3K+ 4.65% |
$769K - $959K
|
298K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$1.24M - $1.55M
|
21.4K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15- 0.09% |
$870 - $1.09K
|
16.9K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.29K+ 10.22% |
$249K - $310K
|
46.2K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.35KNew |
$194K - $243K
|
3.35K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
593New |
$34.4K - $42.9K
|
593
$36.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06K+ 15.21% |
$236K - $294K
|
30.8K
$1.89M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.13K+ 233.91% |
$520K - $579K
|
13K
$801K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 4088.88% |
$3.06M - $3.41M
|
55K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 58.62% |
$4.85K - $5.39K
|
60
$3.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-857- 3.3% |
$48.9K - $54.4K
|
25.1K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.2KNew |
$978K - $1.09M
|
17.2K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.5KNew |
$85.5K - $95.2K
|
1.5K
$92.3K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$42K - $66.6K
|
900
$55.4K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.19K+ 15.43% |
$102K - $162K
|
16.3K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 8.58% |
$73.5K - $117K
|
16.8K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 5.15% |
$8.17K - $13K
|
3.57K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.82KNew |
$178K - $283K
|
3.82K
$235K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.98K- 66.4% |
$232K - $369K
|
2.52K
$155K
|
|
| Q4 2023 | |||||||
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.03K+ 51.46% |
$132K - $170K
|
5.96K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.57KNew |
$297K - $383K
|
4.57K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.1KNew |
$1.96M - $2.53M
|
30.1K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.29K+ 17.22% |
$149K - $192K
|
15.6K
$957K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
260New |
$21.3K - $23.7K
|
260
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
800+ 18.06% |
$65.7K - $72.8K
|
5.23K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.23KNew |
$429K - $476K
|
5.23K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.6KNew |
$214K - $237K
|
2.6K
$160K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.15K- 94.21% |
$422K - $468K
|
316
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11New |
$903 - $1K
|
11
$677
|
|