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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-180- 15.25% |
$2.99K - $3.52K
|
1K
$15.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.26K- 93.52% |
$20.8K - $24.6K
|
87
$1.36K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
53.5KNew |
$888K - $1.05M
|
53.5K
$838K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20.6KNew |
$341K - $402K
|
20.6K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-356- 3.68% |
$5.91K - $6.96K
|
9.32K
$146K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 37.5% |
$4.98K - $5.87K
|
500
$7.83K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-174- 26.98% |
$2.89K - $3.4K
|
471
$7.38K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17K- 9.58% |
$283K - $333K
|
161K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
5.08K+ 26.83% |
$84.3K - $99.3K
|
24K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201New |
$3.34K - $3.93K
|
201
$3.15K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$16.6 - $19.6
|
6
$94
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
54.9KNew |
$912K - $1.07M
|
54.9K
$860K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
152New |
$2.52K - $2.97K
|
152
$2.38K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
17.1K+ 3.03% |
$284K - $335K
|
583K
$9.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.24K- 18.64% |
$70.4K - $82.9K
|
18.5K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 11.36% |
$664 - $782
|
312
$4.89K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41- 10.79% |
$681 - $802
|
339
$5.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 105.0% |
$349 - $411
|
41
$642
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.67KNew |
$44.2K - $52.1K
|
2.67K
$41.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-285- 0.74% |
$4.73K - $5.57K
|
38.5K
$602K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 8.84% |
$25.7K - $30.3K
|
16K
$250K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
247New |
$4.1K - $4.83K
|
247
$3.87K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.3% |
$83 - $97.8
|
1.68K
$26.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.93K+ 4.48% |
$32K - $37.6K
|
44.9K
$703K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-498- 4.57% |
$8.27K - $9.74K
|
10.4K
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
37+ 8.15% |
$614 - $723
|
491
$7.69K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 49.41% |
$2.08K - $2.44K
|
128
$2K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 12.59% |
$43.5K - $51.7K
|
24.1K
$377K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-300- 50.0% |
$4.84K - $5.75K
|
300
$4.7K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
404KNew |
$6.53M - $7.75M
|
404K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
12KNew |
$194K - $230K
|
12K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
81KNew |
$1.31M - $1.55M
|
81K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35KNew |
$565K - $671K
|
35K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-75K- 38.85% |
$1.21M - $1.44M
|
118K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-555- 12.55% |
$8.96K - $10.6K
|
3.87K
$60.6K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.08K- 4.8% |
$49.7K - $59K
|
61K
$955K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.5K+ 81.73% |
$137K - $163K
|
18.9K
$296K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
112K+ 396.3% |
$1.81M - $2.15M
|
141K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-305- 0.85% |
$4.92K - $5.85K
|
35.5K
$556K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.03K+ 7.19% |
$65K - $77.3K
|
60.1K
$941K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.78KNew |
$44.8K - $53.2K
|
2.78K
$43.5K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
115KNew |
$1.86M - $2.21M
|
115K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
8.27K+ 7.94% |
$133K - $159K
|
112K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-78- 97.5% |
$1.26K - $1.5K
|
2
$31.3
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.47K- 10.91% |
$56K - $66.5K
|
28.3K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
398+ 288.41% |
$6.42K - $7.63K
|
536
$8.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.3KNew |
$311K - $370K
|
19.3K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
33.6KNew |
$543K - $645K
|
33.6K
$527K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
175New |
$2.82K - $3.36K
|
175
$2.74K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$32.3 - $38.4
|
7
$110
|
|