OZ BELPOINTE PREP LLC: institutional ownership and insider trading
45 funds reported holding $60.9M of BELPOINTE PREP LLC in their latest 13F filings; in Q2 2026 funds net sold $3.03M, with 4 new positions and 6 funds selling out.
Largest institutional holders of OZ
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management — $10.9M
- Precision Wealth Strategies, LLC — $10.6M
- Belpointe Asset Management LLC — $9.86M
- OSAIC HOLDINGS, INC. — $4.26M
- United Asset Strategies, Inc. — $4.02M
- CW Advisors, LLC — $2.81M
- Brookwood Investment Group LLC — $1.63M
- LPL Financial LLC — $1.16M
- Mason & Associates Inc — $1.12M
- WEALTH ALLIANCE, LLC — $1.04M
5%+ owners
- Donnalley David James: 5.6% (Schedule 13G, filed Oct 16, 2026)