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 50 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 $90.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
298,385
shares
|
$19.2 Million
1.52% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
256,339
shares
|
$16.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
235,796
shares
|
$15.2 Million
18.72% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
86,933
shares
|
$5.61 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,000
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2024
Added 4088.88%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
51,802
shares
|
$3.34 Million
0.77% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
43,940
shares
|
$2.83 Million
0.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
36,790
shares
|
$2.37 Million
0.43% of portfolio
|
Q3 2022
Added 62.9%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
28,474
shares
|
$1.84 Million
0.27% of portfolio
|
Q1 2023
Added 23.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,775
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
21,424
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
17,158
shares
|
$1.11 Million
1.13% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,785
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
16,578
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
15,890
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
15,890
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
15,558
shares
|
$1 Million
0.34% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
15,212
shares
|
$981,174
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,218
shares
|
$852,561
0.53% of portfolio
|
Q4 2022
Reduced 99.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$741,750
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,382
shares
|
$734,139
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,341
shares
|
$666,994
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
7,600
shares
|
$490,200
0.14% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,186
shares
|
$398,997
0.0% of portfolio
|
Q4 2024
Reduced 62.16%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
5,960
shares
|
$384,420
0.16% of portfolio
|
Q4 2023
Added 51.46%
|