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 | 275k | $21M | 88% | Dec 2023 |
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| Precision Wealth Strategies | 241k | $19M | 0% | Dec 2023 |
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| United Asset Strategies | 94k | $5.7M | -4% | Mar 2024 |
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| AE Wealth Management | 69k | $4.5M | -16% | Dec 2023 |
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| Lincoln National | 55k | $4.2M | 0% | Dec 2023 |
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| Wealth Alliance | 29k | $2.2M | 0% | Dec 2023 |
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| Fountainhead AM | 28k | $2.2M | 18% | Dec 2023 |
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| B.O.S.S. Retirement Advisors | 24k | $1.9M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 24k | $1.8M | 0% | Dec 2023 |
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| Rockefeller Capital Management | 18k | $1.4M | 0% | Dec 2023 |
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| Keystone Wealth Services | 16k | $947k | 0% | Mar 2024 |
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| Kestra Advisory Services | 14k | $1.1M | 21% | Dec 2023 |
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| Mason & Associates | 9.7k | $591k | 0% | Mar 2024 |
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| Atomi Financial Group | 9.6k | $744k | 272% | Dec 2023 |
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| Citadel Advisors | 7.6k | $588k | 100% | Dec 2023 |
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| Synergy Financial Management | 5.2k | $318k | 0% | Mar 2024 |
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| Outlook Wealth Advisors | 5.0k | $304k | 0% | Mar 2024 |
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| UBS Group | 5.0k | $382k | -29% | Dec 2023 |
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| Fortitude Advisory Group | 4.6k | $353k | 100% | Dec 2023 |
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| Fulton Bank, NA | 4.1k | $247k | 0% | Mar 2024 |
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| Foundations Investment Advisors | 3.9k | $247k | 100% | Dec 2023 |
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| RMR Wealth Builders | 3.8k | $233k | 100% | Mar 2024 |
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| Coppell Advisory Solutions | 3.6k | $279k | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 3.6k | $218k | 0% | Mar 2024 |
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| Integrated Advisors Network | 3.4k | $259k | 0% | Dec 2023 |
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| Merit Financial Group | 3.2k | $243k | 0% | Dec 2023 |
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| CWM | 2.5k | $153k | -66% | Mar 2024 |
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| Royal Bank of Canada | 2.1k | $159k | 100% | Dec 2023 |
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| Bank of America Corporation | 1.9k | $147k | 39% | Dec 2023 |
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| Advisor Group Holdings | 1.3k | $101k | -34% | Dec 2023 |
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| Cambridge Trust Company | 593.00 | $46k | 0% | Dec 2023 |
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| Creekmur Asset Management | 265.00 | $21k | 100% | Dec 2023 |
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Who sold out of Belpointe Prep?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2023 | 2.6k | $201k |
| Authentikos Wealth Advisory | Sep 2023 | 316.00 | $27k |