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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.3KNew |
$201K - $231K
|
2.3K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2KNew |
$174K - $200K
|
2K
$132K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
96New |
$8.35K - $9.6K
|
96
$6.31K
|
|
| Q3 2022 | |||||||
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
14.2K+ 62.9% |
$1.2M - $1.43M
|
36.8K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$473K - $564K
|
5.6K
$368K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.01KNew |
$254K - $303K
|
3.01K
$198K
|
|
| Q2 2022 | |||||||
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
4.06KNew |
$391K - $409K
|
4.06K
$267K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.28KNew |
$123K - $129K
|
1.28K
$84K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
222New |
$21.4K - $22.3K
|
222
$14.6K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
593New |
$46.3K - $59.3K
|
593
$39K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
55KNew |
$5.49M - $8.83M
|
55K
$3.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$499K - $802K
|
5K
$328K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.2KNew |
$419K - $674K
|
4.2K
$276K
|
|