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 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $91.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,611
shares
|
$360,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,337
shares
|
$342,528
0.03% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,996
shares
|
$320,643
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,907
shares
|
$314,931
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,700
shares
|
$301,646
0.0% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
4,574
shares
|
$293,559
0.01% of portfolio
|
Q2 2025
Added 46.89%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,534
shares
|
$290,992
0.02% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,534
shares
|
$290,992
0.07% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
4,200
shares
|
$269,556
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,060
shares
|
$260,570
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,871
shares
|
$248,440
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,645
shares
|
$233,936
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,609
shares
|
$231,625
0.04% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,582
shares
|
$229,892
0.0% of portfolio
|
Q1 2023
Added 43.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,582
shares
|
$229,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
3,574
shares
|
$229,379
0.1% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,559
shares
|
$228,416
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
3,350
shares
|
$215,003
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,223
shares
|
$206,852
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,958
shares
|
$189,844
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,500
shares
|
$96,270
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
593
shares
|
$38,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
593
shares
|
$38,058
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|