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 | 282k | $17M | 45% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 271k | $17M | -2% | Mar 2024 |
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| Precision Wealth Strategies | 241k | $15M | 0% | Mar 2024 |
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| United Asset Strategies | 94k | $5.7M | -4% | Mar 2024 |
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| Lincoln National | 55k | $3.3M | 0% | Mar 2024 |
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| Fountainhead AM | 41k | $2.5M | 46% | Mar 2024 |
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| Ratio Wealth Group | 37k | $2.2M | 0% | Mar 2024 |
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| Wealth Alliance | 29k | $1.7M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 26k | $1.6M | 9% | Mar 2024 |
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| Atomi Financial Group | 19k | $1.1M | 93% | Mar 2024 |
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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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| AE Wealth Management | 5.2k | $319k | -92% | Mar 2024 |
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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 | $301k | 0% | Mar 2024 |
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| Foundations Investment Advisors | 4.3k | $265k | 12% | Mar 2024 |
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| Yale Capital Corp. | 4.2k | $256k | 0% | Mar 2024 |
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| Fulton Bank, NA | 4.1k | $247k | 0% | Mar 2024 |
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| Susquehanna International | 3.9k | $238k | 100% | Mar 2024 |
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| RMR Wealth Builders | 3.8k | $233k | 100% | Mar 2024 |
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| Coppell Advisory Solutions Corp. | 3.6k | $220k | 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 | $204k | 0% | Mar 2024 |
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| Morgan Stanley | 3.0k | $183k | 0% | Mar 2024 |
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| CWM | 2.5k | $153k | -66% | Mar 2024 |
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| Advisor Group Holdings | 1.3k | $80k | 0% | Mar 2024 |
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| Royal Bank of Canada | 900.00 | $55k | -56% | Mar 2024 |
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| Bank of America Corporation | 769.00 | $47k | -60% | Mar 2024 |
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| Cambridge Trust Company | 593.00 | $46k | 0% | Dec 2023 |
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| Creekmur Asset Management | 145.00 | $8.8k | -45% | Mar 2024 |
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Who sold out of Belpointe Prep?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Dec 2023 | 24k | $1.9M |
| Citadel Advisors | Dec 2023 | 7.6k | $588k |
| Fortitude Advisory Group | Dec 2023 | 4.6k | $353k |
| Merit Financial Group | Dec 2023 | 3.2k | $243k |
| Wealth Enhancement Advisory Services | Dec 2023 | 2.6k | $201k |
| Lazard Asset Management | Sep 2023 | 260.00 | $22k |