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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 247k | $13M | -1% | Mar 2026 |
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| Precision Wealth Strategies | 241k | $13M | -3% | Mar 2026 |
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| Belpointe Asset Management | 227k | $12M | 3% | Mar 2026 |
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| United Asset Strategies | 89k | $4.8M | 0% | Mar 2026 |
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| Lido Advisors | 64k | $3.4M | -1% | Mar 2026 |
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| Advisor Group Holdings | 56k | $3.7M | 0% | Dec 2025 |
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| Brookwood Investment Group | 38k | $2.0M | 27% | Mar 2026 |
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| Wealth Alliance | 29k | $1.9M | 0% | Dec 2025 |
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| Mason & Associates | 25k | $1.3M | 0% | Mar 2026 |
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| Sheets Smith Wealth Management | 22k | $1.2M | 100% | Mar 2026 |
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| Robertson Stephens Wealth Management | 21k | $1.1M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 18k | $977k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 18k | $975k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 18k | $930k | 0% | Mar 2026 |
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| LPL Financial | 17k | $875k | 0% | Mar 2026 |
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| Navis Wealth Advisors | 16k | $863k | 100% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 16k | $845k | 0% | Mar 2026 |
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| Keystone Wealth Services | 16k | $828k | 0% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 15k | $803k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 13k | $696k | 0% | Mar 2026 |
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| Kestra Advisory Services | 11k | $561k | 0% | Mar 2026 |
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| Renaissance Technologies | 8.6k | $559k | 100% | Dec 2025 |
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| Foundations Investment Advisors | 8.0k | $426k | 32% | Mar 2026 |
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| Mutual Advisors | 7.5k | $399k | 0% | Mar 2026 |
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| Lane Brothers & Co | 6.2k | $329k | 0% | Mar 2026 |
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| Coppell Advisory Solutions | 6.2k | $401k | 73% | Dec 2025 |
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| Walser Wealth Management Company, A Ltd Liability | 6.1k | $322k | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 5.6k | $299k | 0% | Mar 2026 |
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| Kingswood Wealth Advisors | 5.3k | $284k | 25% | Mar 2026 |
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| NewEdge Wealth | 5.3k | $281k | 100% | Mar 2026 |
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| Outlook Wealth Advisors | 5.0k | $266k | 0% | Mar 2026 |
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| SMART Wealth | 4.9k | $263k | 0% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9k | $259k | 0% | Mar 2026 |
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| Accurate Wealth Management | 4.6k | $240k | 100% | Mar 2026 |
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| Yale Capital Corp. | 4.2k | $223k | 0% | Mar 2026 |
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| Fulton Bank, NA | 4.1k | $216k | 0% | Mar 2026 |
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| Moneta Group Investment Advisors | 3.9k | $209k | 0% | Mar 2026 |
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| Raymond James Financial | 3.8k | $249k | 7% | Dec 2025 |
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| Abound Wealth Management | 3.6k | $194k | 0% | Mar 2026 |
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| UBS Group | 3.4k | $182k | -20% | Mar 2026 |
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| Susquehanna International | 3.4k | $220k | 100% | Dec 2025 |
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| Morgan Stanley | 3.2k | $171k | -34% | Mar 2026 |
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| Hamrick Investment Counsel | 1.3k | $68k | 100% | Mar 2026 |
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| REAP Financial Group | 970.00 | $52k | -78% | Mar 2026 |
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| Eastern Bank | 593.00 | $32k | 0% | Mar 2026 |
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| Fountainhead AM | 373.00 | $20k | 0% | Mar 2026 |
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| Royal Bank of Canada | 5.00 | $0 | 0% | Mar 2026 |
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Who sold out of Belpointe Prep?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hilltop Holdings | Sep 2025 | 31k | $2.0M |
| Citadel Advisors | Dec 2025 | 4.3k | $280k |
| Integrated Advisors Network | Dec 2025 | 3.4k | $218k |
| AE Wealth Management | Dec 2025 | 3.3k | $213k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 400.00 | $26k |