Who owns BELPOINTE PREP LLC?
- Ticker: OZ
- CUSIP Number: 080694102
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Analyze quarterly positions in Belpointe Prep with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Belpointe Prep stock
Who bought or sold BELPOINTE PREP LLC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 306k | $20M | 0% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 249k | $16M | -1% | Sep 2025 |
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| Precision Wealth Strategies | 247k | $16M | 1% | Sep 2025 |
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| United Asset Strategies | 85k | $5.5M | 0% | Sep 2025 |
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| Fountainhead AM | 62k | $4.0M | 0% | Sep 2025 |
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| Advisor Group Holdings | 56k | $3.6M | 0% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 44k | $2.8M | 0% | Jun 2025 |
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| Hilltop Holdings | 31k | $2.0M | 100% | Sep 2025 |
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| Brookwood Investment Group | 30k | $1.9M | 16% | Sep 2025 |
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| Wealth Alliance | 29k | $1.8M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 22k | $1.4M | -9% | Sep 2025 |
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| Robertson Stephens Wealth Management | 21k | $1.4M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 18k | $1.2M | 9% | Sep 2025 |
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| LPL Financial | 17k | $1.1M | 0% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 16k | $1.0M | 0% | Sep 2025 |
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| Keystone Wealth Services | 16k | $996k | 0% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 15k | $969k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 13k | $837k | 0% | Sep 2025 |
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| Kestra Advisory Services | 11k | $675k | 7% | Sep 2025 |
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| Mason & Associates | 7.6k | $486k | 0% | Sep 2025 |
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| Mutual Advisors | 7.5k | $473k | 0% | Sep 2025 |
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| Foundations Investment Advisors | 6.9k | $441k | -15% | Sep 2025 |
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| SMART Wealth | 6.0k | $381k | 0% | Sep 2025 |
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| Citadel Advisors | 5.8k | $372k | 100% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 5.6k | $359k | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 5.3k | $342k | 0% | Sep 2025 |
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| Outlook Wealth Advisors | 5.0k | $320k | 0% | Sep 2025 |
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| UBS Group | 5.0k | $317k | -72% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9k | $312k | -1% | Sep 2025 |
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| Cetera Investment Advisers | 4.7k | $301k | 0% | Sep 2025 |
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| REAP Financial Group | 4.5k | $290k | 0% | Sep 2025 |
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| Yale Capital Corp. | 4.2k | $269k | 0% | Sep 2025 |
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| Fulton Bank, NA | 4.1k | $260k | 0% | Sep 2025 |
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| Moneta Group Investment Advisors | 3.9k | $252k | 2% | Sep 2025 |
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| Commonwealth Equity Services | 3.9k | $250k | 100% | Sep 2025 |
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| Abound Wealth Management | 3.6k | $233k | 0% | Sep 2025 |
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| Raymond James Financial | 3.6k | $229k | 0% | Sep 2025 |
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| Lokken Investment Group | 3.6k | $229k | 0% | Sep 2025 |
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| Coppell Advisory Solutions | 3.6k | $228k | 0% | Sep 2025 |
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| Integrated Advisors Network | 3.4k | $214k | 0% | Sep 2025 |
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| AE Wealth Management | 3.3k | $210k | 100% | Sep 2025 |
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| Morgan Stanley | 3.2k | $206k | 100% | Jun 2025 |
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| Eastern Bank | 593.00 | $38k | 0% | Sep 2025 |
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| Royal Bank of Canada | 5.00 | $0 | 100% | Sep 2025 |
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Who sold out of Belpointe Prep?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| XTX Topco | Jun 2025 | 4.6k | $301k |
| Armis Advisers | Jun 2025 | 4.5k | $290k |
| Ridgewood Investments | Jun 2025 | 1.5k | $96k |