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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.23K- 56.34% |
$245K - $306K
|
3.28K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.01K- 37.8% |
$174K - $218K
|
4.95K
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.74K- 0.73% |
$101K - $126K
|
236K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 5.43% |
$15.7K - $19.5K
|
4.7K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-195- 0.07% |
$11.3K - $14.1K
|
262K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68- 97.14% |
$3.94K - $4.92K
|
2
$158
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15- 0.09% |
$870 - $1.09K
|
16.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10- 0.28% |
$580 - $724
|
3.59K
$284K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.72K- 6.07% |
$326K - $363K
|
88.5K
$6.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-857- 3.3% |
$48.9K - $54.4K
|
25.1K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 58.62% |
$4.85K - $5.39K
|
60
$4.74K
|
|
| Q1 2024 | |||||||
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.98K- 66.4% |
$232K - $369K
|
2.52K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 8.58% |
$73.5K - $117K
|
16.8K
$1.33M
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.96K- 29.01% |
$258K - $333K
|
9.7K
$766K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.15K- 94.21% |
$422K - $468K
|
316
$25K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-33- 0.91% |
$3.05K - $3.25K
|
3.61K
$285K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.31M- 99.0% |
$114M - $131M
|
13.2K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-12- 0.14% |
$1.04K - $1.2K
|
8.83K
$698K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.62K- 80.15% |
$812K - $969K
|
2.38K
$188K
|
|
| 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
|
|