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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,611
shares
|
$368,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,098
shares
|
$335,193
0.08% of portfolio
|
Q1 2025
Reduced 66.95%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,996
shares
|
$328,487
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,907
shares
|
$322,635
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,700
shares
|
$309,025
0.0% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,534
shares
|
$298,110
0.02% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,200
shares
|
$276,150
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,060
shares
|
$266,945
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,935
shares
|
$258,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,645
shares
|
$239,658
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,609
shares
|
$237,291
0.04% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,584
shares
|
$235,648
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,582
shares
|
$235,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,582
shares
|
$235,516
0.0% of portfolio
|
Q1 2023
Added 43.22%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
3,574
shares
|
$234,990
0.11% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,350
shares
|
$220,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,253
shares
|
$213,884
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,150
shares
|
$207,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
3,114
shares
|
$204,745
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,999
shares
|
$197,184
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,500
shares
|
$98,625
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
593
shares
|
$38,989
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
593
shares
|
$38,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|