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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.3KNew |
$3.3M - $4M
|
56.3K
$3.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$766K - $929K
|
13.1K
$839K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.5KNew |
$439K - $533K
|
7.5K
$481K
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.56KNew |
$208K - $253K
|
3.56K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.96K+ 4.97% |
$174K - $210K
|
62.6K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.46K+ 46.89% |
$85.5K - $104K
|
4.57K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
737+ 0.24% |
$43.2K - $52.3K
|
307K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 1.24% |
$7.03K - $8.52K
|
9.81K
$630K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49+ 0.61% |
$2.87K - $3.48K
|
8.09K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.14K+ 3.45% |
$492K - $635K
|
244K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4K+ 34.78% |
$242K - $312K
|
15.5K
$995K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.65KNew |
$221K - $284K
|
3.65K
$234K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
354+ 6.63% |
$21.4K - $27.6K
|
5.69K
$365K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.9KNew |
$1.01M - $1.27M
|
15.9K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$657K - $828K
|
10.3K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.61KNew |
$357K - $449K
|
5.61K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.58KNew |
$228K - $287K
|
3.58K
$230K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.32KNew |
$211K - $266K
|
3.32K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
719+ 1.66% |
$45.7K - $57.6K
|
43.9K
$2.82M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$1.24M - $1.55M
|
21.4K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.9KNew |
$922K - $1.15M
|
15.9K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71KNew |
$331K - $413K
|
5.71K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06K+ 15.21% |
$236K - $294K
|
30.8K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.35KNew |
$194K - $243K
|
3.35K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
593New |
$34.4K - $42.9K
|
593
$38.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.13K+ 233.91% |
$520K - $579K
|
13K
$836K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.5KNew |
$85.5K - $95.2K
|
1.5K
$96.3K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.82KNew |
$178K - $283K
|
3.82K
$245K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$42K - $66.6K
|
900
$57.8K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 5.15% |
$8.17K - $13K
|
3.57K
$229K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.1KNew |
$1.96M - $2.53M
|
30.1K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.57KNew |
$297K - $383K
|
4.57K
$293K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.29K+ 17.22% |
$149K - $192K
|
15.6K
$999K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.23KNew |
$429K - $476K
|
5.23K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
800+ 18.06% |
$65.7K - $72.8K
|
5.23K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
260New |
$21.3K - $23.7K
|
260
$16.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11New |
$903 - $1K
|
11
$706
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107KNew |
$9.88M - $10.5M
|
107K
$6.87M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.1K+ 11796.81% |
$1.02M - $1.09M
|
11.2K
$718K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.5K+ 23.91% |
$507K - $541K
|
28.5K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4.93KNew |
$455K - $486K
|
4.93K
$317K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.56KNew |
$421K - $449K
|
4.56K
$293K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 43.22% |
$99.8K - $106K
|
3.58K
$230K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$218K - $250K
|
2.5K
$160K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.47KNew |
$215K - $247K
|
2.47K
$159K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.3KNew |
$201K - $231K
|
2.3K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2KNew |
$174K - $200K
|
2K
$128K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
96New |
$8.35K - $9.6K
|
96
$6.16K
|
|