Institutional Ownership Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 1.4 Million shares, which have been reported (via 13F filing form) to have a value of $92.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
306,494
shares
|
$20.2 Million
1.17% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
251,698
shares
|
$16.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
243,931
shares
|
$16 Million
5.79% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
85,973
shares
|
$5.65 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
59,601
shares
|
$3.92 Million
0.66% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
43,940
shares
|
$2.89 Million
0.04% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
38,205
shares
|
$2.51 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
36,790
shares
|
$2.42 Million
0.43% of portfolio
|
Q3 2022
Added 62.9%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
28,474
shares
|
$1.87 Million
0.23% of portfolio
|
Q1 2023
Added 23.91%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,139
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
21,424
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
19,848
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 300.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,785
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,478
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,890
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
15,558
shares
|
$1.02 Million
0.27% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
15,500
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
15,164
shares
|
$997,033
0.24% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,218
shares
|
$869,083
0.53% of portfolio
|
Q4 2022
Reduced 99.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,382
shares
|
$748,366
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,341
shares
|
$679,920
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,689
shares
|
$637,051
0.0% of portfolio
|
Q1 2025
Added 56.63%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,045
shares
|
$528,958
0.01% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
7,600
shares
|
$499,700
0.13% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
5,958
shares
|
$391,738
0.14% of portfolio
|
Q1 2025
Reduced 0.03%
|