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 43 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $96.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,700
shares
|
$330,503
0.0% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,582
shares
|
$322,206
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,200
shares
|
$295,344
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
4,060
shares
|
$285,499
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,935
shares
|
$276,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,609
shares
|
$253,784
0.04% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,589
shares
|
$252,378
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,582
shares
|
$251,886
0.0% of portfolio
|
Q1 2023
Added 43.22%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
3,574
shares
|
$251,323
0.11% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,350
shares
|
$235,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,280
shares
|
$230,649
0.0% of portfolio
|
Q3 2024
Reduced 56.34%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,150
shares
|
$221,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,133
shares
|
$220,312
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,500
shares
|
$105,479
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
593
shares
|
$41,699
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
593
shares
|
$41,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2
shares
|
$140
0.0% of portfolio
|
Q3 2024
Reduced 97.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|