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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-63- 82.89% |
$830 - $954
|
13
$172
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
22.4K+ 1.49% |
$295K - $339K
|
1.52M
$20.1M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
831KNew |
$10.9M - $12.6M
|
831K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.47M- 97.18% |
$19.3M - $22.2M
|
42.5K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$132 - $152
|
10
$132
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-235- 1.15% |
$3.1K - $3.56K
|
20.1K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-9.83K- 2.3% |
$130K - $149K
|
418K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
654+ 69.13% |
$8.62K - $9.91K
|
1.6K
$21.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
604+ 82.85% |
$7.96K - $9.15K
|
1.33K
$17.6K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.98K- 15.62% |
$26.1K - $30K
|
10.7K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.22K- 6.28% |
$16.1K - $18.5K
|
18.2K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 8.92% |
$250 - $288
|
232
$3.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
378New |
$4.98K - $5.73K
|
378
$5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
214+ 521.95% |
$2.82K - $3.24K
|
255
$3.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-123- 1.09% |
$1.62K - $1.86K
|
11.2K
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.92K+ 11.48% |
$25.3K - $29.1K
|
18.6K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
183K+ 27.46% |
$2.41M - $2.77M
|
850K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 75.86% |
$269K - $309K
|
47.3K
$626K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-18- 0.07% |
$237 - $273
|
24K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-57.3K- 19.44% |
$755K - $868K
|
238K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
2.61K+ 22.52% |
$34.4K - $39.5K
|
14.2K
$188K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
374+ 119.87% |
$4.93K - $5.67K
|
686
$9.08K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.44K+ 44.82% |
$32.2K - $37K
|
7.89K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
10.3KNew |
$135K - $155K
|
10.3K
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
239+ 23900.0% |
$3.15K - $3.62K
|
240
$3.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 50.0% |
$39.5 - $45.5
|
3
$39.7
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8+ 0.36% |
$105 - $121
|
2.23K
$29.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-74- 18.64% |
$975 - $1.12K
|
323
$4.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-14.1K- 25.06% |
$186K - $214K
|
42.2K
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-81.5K- 2.61% |
$1.07M - $1.23M
|
3.04M
$40.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-17K- 15.68% |
$224K - $257K
|
91.3K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-67- 13.79% |
$883 - $1.02K
|
419
$5.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.37K- 4.4% |
$18K - $20.7K
|
29.8K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
879New |
$11.6K - $13.3K
|
879
$11.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.41K+ 20.12% |
$31.7K - $36.5K
|
14.4K
$190K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.41% |
$92.3 - $106
|
1.7K
$22.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$183K - $211K
|
13.9K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 78.57% |
$145 - $167
|
3
$39.7
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.94K- 19.21% |
$78.3K - $90K
|
25K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.41K+ 9.69% |
$18.6K - $21.4K
|
16K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16.8K- 92.9% |
$222K - $255K
|
1.29K
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 21.88% |
$92.3 - $106
|
39
$516
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-190- 57.06% |
$2.5K - $2.88K
|
143
$1.89K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 600.0% |
$712 - $818
|
63
$833
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
407New |
$5.36K - $6.17K
|
407
$5.38K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
428New |
$5.64K - $6.48K
|
428
$5.66K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 2.45% |
$1.32K - $1.52K
|
3.98K
$52.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-221- 90.2% |
$2.91K - $3.35K
|
24
$318
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-89- 0.22% |
$1.17K - $1.35K
|
40.5K
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 177.78% |
$1.05K - $1.21K
|
125
$1.65K
|