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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$420 - $499
|
26
$407
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.65M- 24.38% |
$18.8M - $26.7M
|
5.1M
$79.9M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-280Closed |
$3.21K - $4.55K
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-920Closed |
$10.5K - $14.9K
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
395New |
$4.52K - $6.41K
|
395
$6.19K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 3.61% |
$172 - $244
|
401
$6.28K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$1.15K - $1.62K
|
100
$1.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.69K+ 21.27% |
$42.2K - $59.9K
|
21K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.81K+ 95.52% |
$32.2K - $45.7K
|
5.76K
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
99.7KNew |
$1.14M - $1.62M
|
99.7K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
185KNew |
$2.12M - $3.01M
|
185K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.74KNew |
$100K - $142K
|
8.74K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.5K- 52.75% |
$257K - $365K
|
20.1K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
3.9K+ 22.54% |
$44.7K - $63.3K
|
21.2K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.98K- 12.99% |
$91.3K - $130K
|
53.4K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
389New |
$4.45K - $6.32K
|
389
$6.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 93.75% |
$17.2K - $24.4K
|
100
$1.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
52KNew |
$595K - $844K
|
52K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
44.8KNew |
$513K - $727K
|
44.8K
$701K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.95K- 26.03% |
$45.3K - $64.2K
|
11.2K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.5K+ 100.0% |
$28.6K - $40.6K
|
5K
$78.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19KNew |
$13.6K - $19.3K
|
1.19K
$18.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4KNew |
$120K - $170K
|
10.4K
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-15.6K- 10.3% |
$179K - $253K
|
136K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5KNew |
$132K - $187K
|
11.5K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11- 0.02% |
$126 - $179
|
63.5K
$994K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.88K+ 28.36% |
$44.4K - $63K
|
17.6K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
152New |
$1.74K - $2.47K
|
152
$2.38K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8New |
$91.6 - $130
|
8
$125
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.25KNew |
$14.3K - $20.2K
|
1.25K
$19.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.38K- 6.13% |
$15.8K - $22.4K
|
21.2K
$331K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 52.63% |
$1.15K - $1.62K
|
90
$1.41K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
52KNew |
$698K - $894K
|
52K
$814K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-615- 17.84% |
$8.26K - $10.6K
|
2.83K
$44.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
25.6K+ 32.78% |
$344K - $441K
|
104K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-51- 0.46% |
$685 - $877
|
11.1K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
16.9KNew |
$227K - $290K
|
16.9K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-351K- 99.59% |
$4.72M - $6.04M
|
1.45K
$22.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$152K - $195K
|
11.3K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.1KNew |
$136K - $174K
|
10.1K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
20.8KNew |
$279K - $357K
|
20.8K
$325K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
34.8K+ 121.36% |
$468K - $599K
|
63.5K
$995K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$269 - $344
|
20
$313
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
219New |
$2.94K - $3.76K
|
219
$3.43K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
558New |
$7.49K - $9.59K
|
558
$8.74K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$148 - $189
|
11
$172
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-888- 0.3% |
$14K - $16.8K
|
300K
$4.69M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
220New |
$3.46K - $4.16K
|
220
$3.45K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.23K- 28.95% |
$82.3K - $98.9K
|
12.8K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-466K- 39.97% |
$7.33M - $8.81M
|
700K
$11M
|
|