Latest Institutional Sells of Belpointe Prep, LLC (OZ)
This list provides information on the latest institutional transactions involving Belpointe Prep, LLC (OZ) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-12.4K- 32.57% |
$729K - $884K
|
25.8K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 10.61% |
$123K - $149K
|
17.7K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-564- 11.06% |
$33K - $40K
|
4.53K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-564- 11.06% |
$33K - $40K
|
4.53K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-443- 0.18% |
$25.9K - $31.5K
|
251K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-155- 0.18% |
$9.08K - $11K
|
85.8K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-64- 1.63% |
$3.75K - $4.54K
|
3.87K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41- 1.37% |
$2.4K - $2.91K
|
2.96K
$177K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30- 0.92% |
$1.76K - $2.13K
|
3.22K
$193K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 78.34% |
$813K - $1.05M
|
3.72K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.64K- 13.09% |
$220K - $284K
|
24.1K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-100- 0.6% |
$6.05K - $7.8K
|
16.5K
$989K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-48- 0.32% |
$2.9K - $3.75K
|
15.2K
$910K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6- 0.12% |
$363 - $468
|
4.91K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2- 0.03% |
$121 - $156
|
5.96K
$357K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.1K- 21.65% |
$133K - $168K
|
7.6K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 0.14% |
$318 - $400
|
3.58K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.23K- 56.34% |
$245K - $306K
|
3.28K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 5.43% |
$15.7K - $19.5K
|
4.7K
$282K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 58.62% |
$4.85K - $5.39K
|
60
$3.6K
|
|
| Q1 2024 | |||||||
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.98K- 66.4% |
$232K - $369K
|
2.52K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 8.58% |
$73.5K - $117K
|
16.8K
$1.01M
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.15K- 94.21% |
$422K - $468K
|
316
$19K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-33- 0.91% |
$3.05K - $3.25K
|
3.61K
$217K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.31M- 99.0% |
$114M - $131M
|
13.2K
$793K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-12- 0.14% |
$1.04K - $1.2K
|
8.83K
$530K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.62K- 80.15% |
$812K - $969K
|
2.38K
$143K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.83KClosed |
$370K - $386K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-55Closed |
$5.3K - $5.53K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.27KClosed |
$255K - $327K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.1KClosed |
$242K - $310K
|
0
$0
|
|