Purchases and Sales Made in Q4 2024 in Belpointe Prep, LLC (OZ)
This table provides information about the institutional ownership of Belpointe Prep, LLC (OZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.9KNew |
$1.01M - $1.27M
|
15.9K
$1.16M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.4KNew |
$980K - $1.24M
|
15.4K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.2KNew |
$967K - $1.22M
|
15.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.5KNew |
$731K - $921K
|
11.5K
$840K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$723K - $911K
|
11.4K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$657K - $828K
|
10.3K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.61KNew |
$357K - $449K
|
5.61K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.59K+ 12.1% |
$355K - $448K
|
51.8K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.91KNew |
$312K - $393K
|
4.91K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.58KNew |
$228K - $287K
|
3.58K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.96K+ 147800.0% |
$188K - $237K
|
2.96K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74KNew |
$174K - $219K
|
2.74K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 10.53% |
$168K - $212K
|
27.8K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 23.51% |
$68.4K - $86.2K
|
5.66K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
719+ 1.66% |
$45.7K - $57.6K
|
43.9K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50+ 1.6% |
$3.18K - $4K
|
3.18K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 0.14% |
$318 - $400
|
3.58K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-310- 1.84% |
$19.7K - $24.8K
|
16.6K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-695- 0.29% |
$44.2K - $55.6K
|
236K
$17.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.29K- 7.69% |
$81.7K - $103K
|
15.4K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.6K- 1.81% |
$102K - $128K
|
86.9K
$6.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.1K- 21.65% |
$133K - $168K
|
7.6K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.88K- 2.24% |
$374K - $471K
|
256K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.2K- 62.16% |
$646K - $814K
|
6.19K
$452K
|