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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
17.6KNew |
$205K - $252K
|
17.6K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-209K- 6.89% |
$2.43M - $2.99M
|
2.83M
$39.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3K+ 6.34% |
$34.9K - $42.9K
|
50.3K
$710K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5K+ 97.34% |
$157K - $193K
|
27.4K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-989- 74.19% |
$11.5K - $14.1K
|
344
$4.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.5KNew |
$157K - $193K
|
13.5K
$190K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.41% |
$81.3 - $100
|
1.71K
$24.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$105 - $129
|
9
$127
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-445- 34.55% |
$5.17K - $6.36K
|
843
$11.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 69.84% |
$511 - $629
|
19
$268
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
414+ 101.72% |
$4.81K - $5.92K
|
821
$11.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 2.1% |
$34.9 - $42.9
|
146
$2.06K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.16K+ 15.23% |
$25.1K - $30.9K
|
16.4K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 70.09% |
$3.49K - $4.29K
|
128
$1.81K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-557- 64.92% |
$6.47K - $7.96K
|
301
$4.25K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-566- 4.39% |
$6.58K - $8.09K
|
12.3K
$174K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.09% |
$11.6 - $14.3
|
1.06K
$15K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 37.58% |
$17.4K - $21.4K
|
5.48K
$77.3K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.86KNew |
$24.5K - $28.1K
|
1.86K
$26.2K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.91K- 72.83% |
$25.2K - $29K
|
714
$10.1K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
69.8K+ 48.17% |
$920K - $1.06M
|
215K
$3.03M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
598New |
$7.88K - $9.06K
|
598
$8.44K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.95K+ 23.47% |
$78.4K - $90.1K
|
31.3K
$442K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
52.3K+ 36.38% |
$689K - $792K
|
196K
$2.77M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$13.2 - $15.2
|
1
$14.1
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
153+ 41.02% |
$2.02K - $2.32K
|
526
$7.42K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
224KNew |
$2.95M - $3.39M
|
224K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 35.15% |
$2.07M - $2.38M
|
603K
$8.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 24.33% |
$1.38M - $1.58M
|
534K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-305K- 57.95% |
$4.02M - $4.62M
|
221K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.29K+ 12.07% |
$30.1K - $34.6K
|
21.2K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.6KNew |
$377K - $434K
|
28.6K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.7K+ 39.7% |
$932K - $1.07M
|
249K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.7KNew |
$194K - $223K
|
14.7K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.31M+ 172.55% |
$17.3M - $19.9M
|
2.07M
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
92.2KNew |
$1.22M - $1.4M
|
92.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27K+ 32.97% |
$356K - $409K
|
109K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.06K+ 2.27% |
$40.3K - $46.3K
|
138K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
975+ 3.0% |
$12.9K - $14.8K
|
33.5K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.52K- 19.79% |
$20.1K - $23.1K
|
6.17K
$87.1K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-128K- 7.01% |
$1.69M - $1.95M
|
1.7M
$24M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-12.2K- 26.75% |
$161K - $185K
|
33.4K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
34.6K+ 12.83% |
$455K - $523K
|
304K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
285K+ 92.89% |
$3.76M - $4.32M
|
593K
$8.36M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
826+ 144.66% |
$10.9K - $12.5K
|
1.4K
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
235K+ 74.38% |
$3.1M - $3.56M
|
551K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
373+ 1.58% |
$4.92K - $5.65K
|
24K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 8.44% |
$22.2K - $25.5K
|
18.3K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.19K+ 5.87% |
$28.9K - $33.2K
|
39.5K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
43.2K+ 132.2% |
$569K - $655K
|
75.9K
$1.07M
|
|