Latest Institutional Purchases of Belpointe Prep, LLC (OZ)
This list provides information on the latest institutional transactions involving Belpointe Prep, LLC (OZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43.2KNew |
$2.51M - $3.13M
|
43.2K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$1.24M - $1.55M
|
21.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.9KNew |
$922K - $1.15M
|
15.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.3K+ 4.65% |
$769K - $959K
|
298K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71KNew |
$331K - $413K
|
5.71K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.91KNew |
$285K - $356K
|
4.91K
$388K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.29K+ 10.22% |
$249K - $310K
|
46.2K
$3.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06K+ 15.21% |
$236K - $294K
|
30.8K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.94KNew |
$228K - $285K
|
3.94K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.35KNew |
$194K - $243K
|
3.35K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
593New |
$34.4K - $42.9K
|
593
$46.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
117+ 2.62% |
$6.79K - $8.47K
|
4.58K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22+ 0.71% |
$1.28K - $1.59K
|
3.13K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 4088.88% |
$3.06M - $3.41M
|
55K
$4.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.2KNew |
$978K - $1.09M
|
17.2K
$1.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.13K+ 233.91% |
$520K - $579K
|
13K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.5KNew |
$85.5K - $95.2K
|
1.5K
$119K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.82KNew |
$178K - $283K
|
3.82K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.19K+ 15.43% |
$102K - $162K
|
16.3K
$1.29M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$42K - $66.6K
|
900
$71.1K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 5.15% |
$8.17K - $13K
|
3.57K
$282K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.1KNew |
$1.96M - $2.53M
|
30.1K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
24.1KNew |
$1.57M - $2.02M
|
24.1K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.57KNew |
$297K - $383K
|
4.57K
$361K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.29K+ 17.22% |
$149K - $192K
|
15.6K
$1.23M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.03K+ 51.46% |
$132K - $170K
|
5.96K
$471K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.23KNew |
$429K - $476K
|
5.23K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.6KNew |
$214K - $237K
|
2.6K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
800+ 18.06% |
$65.7K - $72.8K
|
5.23K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
260New |
$21.3K - $23.7K
|
260
$20.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11New |
$903 - $1K
|
11
$869
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107KNew |
$9.88M - $10.5M
|
107K
$8.45M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.1K+ 11796.81% |
$1.02M - $1.09M
|
11.2K
$883K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.5K+ 23.91% |
$507K - $541K
|
28.5K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4.93KNew |
$455K - $486K
|
4.93K
$390K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.56KNew |
$421K - $449K
|
4.56K
$360K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 43.22% |
$99.8K - $106K
|
3.58K
$283K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$218K - $250K
|
2.5K
$198K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.47KNew |
$215K - $247K
|
2.47K
$195K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.3KNew |
$201K - $231K
|
2.3K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2KNew |
$174K - $200K
|
2K
$158K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
96New |
$8.35K - $9.6K
|
96
$7.58K
|
|
| Q3 2022 | |||||||
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
14.2K+ 62.9% |
$1.2M - $1.43M
|
36.8K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$473K - $564K
|
5.6K
$443K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.01KNew |
$254K - $303K
|
3.01K
$238K
|
|
| Q2 2022 | |||||||
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
4.06KNew |
$391K - $409K
|
4.06K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.28KNew |
$123K - $129K
|
1.28K
$101K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
222New |
$21.4K - $22.3K
|
222
$17.5K
|
|