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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.08% |
$14.5 - $18.4
|
1.31K
$20.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
11.4KNew |
$165K - $210K
|
11.4K
$179K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
153New |
$2.21K - $2.81K
|
153
$2.4K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-16.3KClosed |
$201K - $252K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-79.3K- 83.28% |
$978K - $1.23M
|
15.9K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-42.6KClosed |
$526K - $660K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-94KClosed |
$1.16M - $1.46M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
174+ 5.7% |
$2.15K - $2.69K
|
3.23K
$50.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$285K - $357K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-24KClosed |
$296K - $372K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-133Closed |
$1.64K - $2.06K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
16K+ 60.08% |
$198K - $248K
|
42.7K
$668K
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 19.73% |
$130K - $163K
|
42.8K
$670K
|
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-12.7KClosed |
$157K - $197K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-160Closed |
$1.97K - $2.48K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-94.1KClosed |
$1.16M - $1.46M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.03K+ 209.93% |
$25.1K - $31.4K
|
3K
$46.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-41Closed |
$506 - $635
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
932New |
$11.5K - $14.4K
|
932
$14.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Highlander Partners, L.P.
|
BUY
|
- |
548KNew |
$6.77M - $8.49M
|
548K
$8.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-36.7KClosed |
$453K - $568K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.21KClosed |
$14.9K - $18.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-14.4K- 21.93% |
$178K - $224K
|
51.4K
$805K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.89KNew |
$122K - $153K
|
9.89K
$155K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-50Closed |
$617 - $774
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-135Closed |
$1.83K - $2.43K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$13.6K - $18K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-16.9KClosed |
$229K - $304K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-14.5KClosed |
$197K - $262K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-47.9KClosed |
$649K - $863K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1KNew |
$13.6K - $18K
|
1K
$15.7K
|
|
|
May 11, 2022
Q1 2022
|
Park Circle CO
|
SELL
|
- |
-14K- 35.0% |
$190K - $252K
|
26K
$407K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
925New |
$12.5K - $16.7K
|
925
$14.5K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
650New |
$8.81K - $11.7K
|
650
$10.2K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.36K - $1.8K
|
100
$1.57K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
43New |
$583 - $774
|
43
$673
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-4.06K- 36.25% |
$55K - $73K
|
7.13K
$112K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
568New |
$7.8K - $9.82K
|
568
$8.89K
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
40KNew |
$549K - $692K
|
40K
$626K
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-54KClosed |
$742K - $934K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40.3KClosed |
$554K - $697K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
SELL
|
- |
-28.8KClosed |
$395K - $497K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-55Closed |
$755 - $951
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$1.37K - $1.73K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.2KClosed |
$154K - $194K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
6.7K+ 22.56% |
$115K - $157K
|
36.4K
$570K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.29KClosed |
$73.5K - $101K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-815KClosed |
$14M - $19.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-100Closed |
$1.71K - $2.34K
|
0
$0
|
|