Purchases and Sales Made in Q2 2025 in Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$766K - $929K
|
13.1K
$785K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.5KNew |
$439K - $533K
|
7.5K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.96K+ 4.97% |
$174K - $210K
|
62.6K
$3.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.46K+ 46.89% |
$85.5K - $104K
|
4.57K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
737+ 0.24% |
$43.2K - $52.3K
|
307K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 1.24% |
$7.03K - $8.52K
|
9.81K
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49+ 0.61% |
$2.87K - $3.48K
|
8.09K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30- 0.92% |
$1.76K - $2.13K
|
3.22K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41- 1.37% |
$2.4K - $2.91K
|
2.96K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-64- 1.63% |
$3.75K - $4.54K
|
3.87K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-155- 0.18% |
$9.08K - $11K
|
85.8K
$5.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-443- 0.18% |
$25.9K - $31.5K
|
251K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-564- 11.06% |
$33K - $40K
|
4.53K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-564- 11.06% |
$33K - $40K
|
4.53K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 10.61% |
$123K - $149K
|
17.7K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 53.11% |
$354K - $429K
|
5.34K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-12.4K- 32.57% |
$729K - $884K
|
25.8K
$1.55M
|