Purchases and Sales Made in Q3 2024 in Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43.2KNew |
$2.51M - $3.13M
|
43.2K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$1.24M - $1.55M
|
21.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.9KNew |
$922K - $1.15M
|
15.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.3K+ 4.65% |
$769K - $959K
|
298K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71KNew |
$331K - $413K
|
5.71K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.91KNew |
$285K - $356K
|
4.91K
$388K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.29K+ 10.22% |
$249K - $310K
|
46.2K
$3.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.06K+ 15.21% |
$236K - $294K
|
30.8K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.94KNew |
$228K - $285K
|
3.94K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.35KNew |
$194K - $243K
|
3.35K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
593New |
$34.4K - $42.9K
|
593
$46.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
117+ 2.62% |
$6.79K - $8.47K
|
4.58K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22+ 0.71% |
$1.28K - $1.59K
|
3.13K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10- 0.28% |
$580 - $724
|
3.59K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15- 0.09% |
$870 - $1.09K
|
16.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68- 97.14% |
$3.94K - $4.92K
|
2
$158
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-195- 0.07% |
$11.3K - $14.1K
|
262K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 5.43% |
$15.7K - $19.5K
|
4.7K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.74K- 0.73% |
$101K - $126K
|
236K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.01K- 37.8% |
$174K - $218K
|
4.95K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.23K- 56.34% |
$245K - $306K
|
3.28K
$259K
|