Latest Institutional Transactions on Utz Brands, Inc. (UTZ)
This table provides information on the latest institutional transactions involving Utz Brands, Inc. (UTZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 10.0% |
$77.3 - $90.1
|
45
$595
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56+ 6.29% |
$866 - $1.01K
|
946
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.4K+ 17.99% |
$52.6K - $61.3K
|
22.3K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-1.07K- 8.47% |
$16.6K - $19.3K
|
11.6K
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21K+ 33.33% |
$325K - $378K
|
84K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
300+ 0.58% |
$4.64K - $5.41K
|
52.2K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-387- 6.63% |
$5.98K - $6.97K
|
5.45K
$72.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.67K+ 11.0% |
$41.2K - $48.1K
|
26.9K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
9.99K+ 8.57% |
$154K - $180K
|
127K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.45KNew |
$53.3K - $62.2K
|
3.45K
$45.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.76K+ 1.88% |
$27.2K - $31.7K
|
95.1K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 57.14% |
$186 - $216
|
9
$119
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 14.18% |
$1.48K - $1.73K
|
773
$10.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 16.67% |
$30.9 - $36
|
14
$185
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
397New |
$6.14K - $7.15K
|
397
$5.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-156K- 34.66% |
$2.42M - $2.82M
|
295K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
59.4K+ 1.94% |
$919K - $1.07M
|
3.12M
$41.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-46.9K- 3.03% |
$724K - $844K
|
1.5M
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.69KNew |
$26.1K - $30.5K
|
1.69K
$22.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 5.82% |
$1.1K - $1.28K
|
1.29K
$17.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 100.0% |
$108 - $126
|
14
$185
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 19.24% |
$1.25K - $1.46K
|
340
$4.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.42K+ 31.56% |
$115K - $134K
|
30.9K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
157+ 280.36% |
$2.43K - $2.83K
|
213
$2.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-461- 3.07% |
$7.13K - $8.31K
|
14.6K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-6.5K- 7.99% |
$100K - $117K
|
74.8K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-756- 4.33% |
$11.7K - $13.6K
|
16.7K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.1KNew |
$218K - $254K
|
14.1K
$186K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.06KNew |
$16.4K - $19.1K
|
1.06K
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
445+ 1.11% |
$6.88K - $8.02K
|
40.6K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$30.9 - $36
|
2
$26.5
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.55K - $1.8K
|
100
$1.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.8KNew |
$167K - $195K
|
10.8K
$143K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 28.0% |
$108 - $126
|
32
$423
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 34.82% |
$1.33K - $1.55K
|
333
$4.41K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
11.4K+ 25.49% |
$177K - $206K
|
56.3K
$745K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
324+ 49.92% |
$5.01K - $5.84K
|
973
$12.9K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.83M+ 72.17% |
$40.9M - $52.6M
|
6.75M
$89.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.01KNew |
$14.5K - $18.7K
|
1.01K
$13.3K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-609- 5.4% |
$8.81K - $11.3K
|
10.7K
$141K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.51K- 20.81% |
$50.7K - $65.2K
|
13.3K
$177K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
97.8K+ 21.36% |
$1.41M - $1.82M
|
555K
$7.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
30.4K+ 11.44% |
$440K - $565K
|
296K
$3.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 5.41% |
$70.8K - $91K
|
85.6K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
15.9KNew |
$230K - $296K
|
15.9K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.2K+ 6.52% |
$914K - $1.18M
|
1.03M
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 11.8% |
$39.1K - $50.4K
|
20.2K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.4K- 74.13% |
$150K - $193K
|
3.62K
$47.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 17.1% |
$7.2M - $9.27M
|
3.41M
$45.1M
|
|