Who owns BELPOINTE PREP LLC?
- Ticker: OZ
- CUSIP Number: 080694102
Tip: Access positions for across all investors
Analyze quarterly positions in Belpointe Prep with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 248k | $16M | 0% | Dec 2025 |
|
| Precision Wealth Strategies | 247k | $16M | 0% | Dec 2025 |
|
| Belpointe Asset Management | 219k | $14M | -28% | Dec 2025 |
|
| United Asset Strategies | 89k | $5.8M | 5% | Dec 2025 |
|
| Lido Advisors | 64k | $4.2M | 100% | Dec 2025 |
|
| Advisor Group Holdings | 56k | $3.7M | 0% | Dec 2025 |
|
| Brookwood Investment Group | 30k | $1.9M | 0% | Dec 2025 |
|
| Wealth Alliance | 29k | $1.9M | 0% | Dec 2025 |
|
| Mason & Associates | 25k | $1.7M | 235% | Dec 2025 |
|
| Robertson Stephens Wealth Management | 21k | $1.4M | -1% | Dec 2025 |
|
| Rockefeller Capital Management | 18k | $1.2M | 0% | Dec 2025 |
|
| Cetera Investment Advisers | 18k | $1.2M | 290% | Dec 2025 |
|
| Mariner Wealth Advisors | 18k | $1.1M | -20% | Dec 2025 |
|
| LPL Financial | 17k | $1.1M | 0% | Dec 2025 |
|
| U.S. Capital Wealth Advisors | 16k | $1.0M | 0% | Dec 2025 |
|
| Keystone Wealth Services | 16k | $1.0M | 0% | Dec 2025 |
|
| B.O.S.S. Retirement Advisors | 15k | $982k | 0% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 13k | $851k | 0% | Dec 2025 |
|
| Kestra Advisory Services | 11k | $685k | 0% | Dec 2025 |
|
| Renaissance Technologies | 8.6k | $559k | 100% | Dec 2025 |
|
| Mutual Advisors | 7.5k | $488k | 0% | Dec 2025 |
|
| Coppell Advisory Solutions | 6.2k | $401k | 73% | Dec 2025 |
|
| Walser Wealth Management Company, A Ltd Liability | 6.1k | $394k | 100% | Dec 2025 |
|
| Foundations Investment Advisors | 6.1k | $394k | -12% | Dec 2025 |
|
| Citadel Advisors | 5.8k | $372k | 100% | Sep 2025 |
|
| Brown Advisory Holdings Incorporated | 5.6k | $365k | 0% | Dec 2025 |
|
| Outlook Wealth Advisors | 5.0k | $325k | 0% | Dec 2025 |
|
| SMART Wealth | 4.9k | $321k | -17% | Dec 2025 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9k | $317k | 0% | Dec 2025 |
|
| REAP Financial Group | 4.5k | $293k | -1% | Dec 2025 |
|
| Kingswood Wealth Advisors | 4.3k | $278k | -20% | Dec 2025 |
|
| UBS Group | 4.2k | $276k | -14% | Dec 2025 |
|
| Yale Capital Corp. | 4.2k | $273k | 0% | Dec 2025 |
|
| Fulton Bank, NA | 4.1k | $264k | 0% | Dec 2025 |
|
| Moneta Group Investment Advisors | 3.9k | $256k | 0% | Dec 2025 |
|
| Raymond James Financial | 3.8k | $249k | 7% | Dec 2025 |
|
| Abound Wealth Management | 3.6k | $237k | 0% | Dec 2025 |
|
| Lokken Investment Group | 3.6k | $229k | 0% | Sep 2025 |
|
| Susquehanna International | 3.4k | $220k | 100% | Dec 2025 |
|
| Integrated Advisors Network | 3.4k | $218k | 0% | Dec 2025 |
|
| AE Wealth Management | 3.3k | $213k | 0% | Dec 2025 |
|
| Eastern Bank | 593.00 | $39k | 0% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 400.00 | $26k | 100% | Dec 2025 |
|
| Fountainhead AM | 373.00 | $24k | -99% | Dec 2025 |
|
| Royal Bank of Canada | 5.00 | $0 | 100% | Sep 2025 |
|
Who sold out of Belpointe Prep?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hilltop Holdings | Sep 2025 | 31k | $2.0M |
| Armis Advisers | Jun 2025 | 4.5k | $290k |
| Commonwealth Equity Services | Sep 2025 | 3.9k | $250k |
| Ridgewood Investments | Jun 2025 | 1.5k | $96k |