Purchases and Sales Made in Q1 2025 in Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ) during Q1 2025. The information is specifically focused on institutions that hold shares of Belpointe PREP, LLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.2KNew |
$2.31M - $2.98M
|
38.2K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.9K+ 300.97% |
$901K - $1.16M
|
19.8K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.14K+ 3.45% |
$492K - $635K
|
244K
$16M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.11K+ 2.72% |
$491K - $633K
|
306K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.8K+ 15.06% |
$472K - $609K
|
59.6K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4K+ 34.78% |
$242K - $312K
|
15.5K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.65KNew |
$221K - $284K
|
3.65K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.5K+ 56.63% |
$212K - $273K
|
9.69K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.11KNew |
$188K - $243K
|
3.11K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.39K+ 42.16% |
$144K - $186K
|
8.05K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
70+ 2.2% |
$4.24K - $5.46K
|
3.25K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41+ 1.39% |
$2.48K - $3.2K
|
3K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2- 0.03% |
$121 - $156
|
5.96K
$392K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6- 0.12% |
$363 - $468
|
4.91K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-48- 0.32% |
$2.9K - $3.75K
|
15.2K
$997K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-100- 0.6% |
$6.05K - $7.8K
|
16.5K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-960- 1.1% |
$58.1K - $74.9K
|
86K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.64K- 13.09% |
$220K - $284K
|
24.1K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.64K- 1.81% |
$281K - $362K
|
252K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10.3K- 66.95% |
$625K - $806K
|
5.1K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-10.3K- 66.95% |
$625K - $806K
|
5.1K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 78.34% |
$813K - $1.05M
|
3.72K
$244K
|