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 | 241k | $11M | -2% | Jun 2026 |
|
| Precision Wealth Strategies | 235k | $11M | -2% | Jun 2026 |
|
| Belpointe Asset Management | 218k | $9.9M | -4% | Jun 2026 |
|
| Advisor Group Holdings | 94k | $4.3M | 0% | Jun 2026 |
|
| United Asset Strategies | 89k | $4.0M | -1% | Jun 2026 |
|
| Brookwood Investment Group | 36k | $1.6M | -5% | Jun 2026 |
|
| LPL Financial | 26k | $1.2M | 55% | Jun 2026 |
|
| Mason & Associates | 25k | $1.1M | -3% | Jun 2026 |
|
| Wealth Alliance | 23k | $1.0M | 0% | Jun 2026 |
|
| Lido Advisors | 23k | $1.0M | -64% | Jun 2026 |
|
| Sheets Smith Wealth Management | 22k | $987k | 0% | Jun 2026 |
|
| Robertson Stephens Wealth Management | 21k | $960k | 0% | Jun 2026 |
|
| Rockefeller Capital Management | 18k | $832k | 0% | Jun 2026 |
|
| Navis Wealth Advisors | 16k | $735k | 0% | Jun 2026 |
|
| SRS Capital Advisors | 16k | $720k | 100% | Jun 2026 |
|
| U.S. Capital Wealth Advisors | 16k | $845k | 0% | Mar 2026 |
|
| Keystone Wealth Services | 16k | $705k | 0% | Jun 2026 |
|
| B.O.S.S. Retirement Advisors | 15k | $678k | -1% | Jun 2026 |
|
| Cetera Investment Advisers | 15k | $673k | -19% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 13k | $592k | 0% | Jun 2026 |
|
| Mariner Wealth Advisors | 12k | $542k | -32% | Jun 2026 |
|
| Mutual Advisors | 7.5k | $340k | 0% | Jun 2026 |
|
| Tounjian Advisory Partners | 6.3k | $284k | 100% | Jun 2026 |
|
| Lane Brothers & Co | 6.2k | $280k | 0% | Jun 2026 |
|
| Walser Wealth Management Company, A Ltd Liability | 6.1k | $274k | 0% | Jun 2026 |
|
| Foundations Investment Advisors | 6.1k | $274k | -24% | Jun 2026 |
|
| Brown Advisory Holdings Incorporated | 5.6k | $254k | 0% | Jun 2026 |
|
| Kingswood Wealth Advisors | 5.3k | $242k | 0% | Jun 2026 |
|
| NewEdge Wealth | 5.3k | $239k | 0% | Jun 2026 |
|
| Outlook Wealth Advisors | 5.0k | $226k | 0% | Jun 2026 |
|
| SMART Wealth | 4.9k | $224k | 0% | Jun 2026 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9k | $221k | 0% | Jun 2026 |
|
| Accurate Wealth Management | 4.6k | $206k | 0% | Jun 2026 |
|
| UBS Group | 4.0k | $182k | 17% | Jun 2026 |
|
| Central Trust & Investment | 3.9k | $177k | 100% | Jun 2026 |
|
| Abound Wealth Management | 3.6k | $165k | 0% | Jun 2026 |
|
| Morgan Stanley | 3.2k | $171k | -34% | Mar 2026 |
|
| Mercer Global Advisors | 1.3k | $57k | 100% | Jun 2026 |
|
| REAP Financial Group | 970.00 | $44k | 0% | Jun 2026 |
|
| Bnp Paribas Arbitrage, Snc | 600.00 | $27k | 100% | Jun 2026 |
|
| Eastern Bank | 593.00 | $27k | 0% | Jun 2026 |
|
| Fountainhead AM | 292.00 | $13k | -22% | Jun 2026 |
|
| Jones Financial Companies, L.L | 10.00 | $451.000000 | 43% | Jun 2026 |
|
| Royal Bank of Canada | 5.00 | $0 | 0% | Jun 2026 |
|
Who sold out of Belpointe Prep?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Mar 2026 | 11k | $561k |
| Yale Capital Corp. | Mar 2026 | 4.2k | $223k |
| Fulton Bank, NA | Mar 2026 | 4.1k | $216k |
| Moneta Group Investment Advisors | Mar 2026 | 3.9k | $209k |
| XTX Topco | Mar 2026 | 3.9k | $205k |
| Hamrick Investment Counsel | Mar 2026 | 1.3k | $68k |