Purchases and Sales Made in Q1 2025 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q1 2025. The information is specifically focused on institutions that hold shares of Utz Brands, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.92K+ 11.48% |
$25.3K - $29.1K
|
18.6K
$261K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.86KNew |
$24.5K - $28.1K
|
1.86K
$26K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.8KNew |
$23.7K - $27.3K
|
1.8K
$25.3K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.7K+ 7.76% |
$22.4K - $25.8K
|
23.6K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6KNew |
$21.1K - $24.3K
|
1.6K
$22.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.41K+ 9.69% |
$18.6K - $21.4K
|
16K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.29KNew |
$17K - $19.5K
|
1.29K
$18.1K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.14KNew |
$15K - $17.2K
|
1.14K
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.03K+ 150.73% |
$13.6K - $15.6K
|
1.72K
$24.1K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
975+ 3.0% |
$12.9K - $14.8K
|
33.5K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
879New |
$11.6K - $13.3K
|
879
$12.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
858New |
$11.3K - $13K
|
858
$12K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
826+ 144.66% |
$10.9K - $12.5K
|
1.4K
$19.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
815+ 26.38% |
$10.7K - $12.3K
|
3.9K
$54.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
654+ 69.13% |
$8.62K - $9.91K
|
1.6K
$22.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
653+ 0.69% |
$8.61K - $9.89K
|
95.8K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
604+ 82.85% |
$7.96K - $9.15K
|
1.33K
$18.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
600New |
$7.91K - $9.09K
|
600
$8.42K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
598New |
$7.88K - $9.06K
|
598
$8.39K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
548+ 224.59% |
$7.22K - $8.3K
|
792
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
448+ 10.54% |
$5.9K - $6.79K
|
4.7K
$65.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
428New |
$5.64K - $6.48K
|
428
$6K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
407New |
$5.36K - $6.17K
|
407
$5.71K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
389+ 28.13% |
$5.13K - $5.89K
|
1.77K
$24.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
388+ 19.73% |
$5.11K - $5.88K
|
2.36K
$33K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
378New |
$4.98K - $5.73K
|
378
$5.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
374+ 119.87% |
$4.93K - $5.67K
|
686
$9.62K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
373+ 1.58% |
$4.92K - $5.65K
|
24K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
239+ 23900.0% |
$3.15K - $3.62K
|
240
$3.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
214+ 521.95% |
$2.82K - $3.24K
|
255
$3.58K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
209+ 10450.0% |
$2.75K - $3.17K
|
211
$2.96K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
153+ 41.02% |
$2.02K - $2.32K
|
526
$7.38K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
139+ 0.38% |
$1.83K - $2.11K
|
36.8K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
104+ 0.37% |
$1.37K - $1.58K
|
28K
$393K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 177.78% |
$1.05K - $1.21K
|
125
$1.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 600.0% |
$712 - $818
|
63
$884
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.4% |
$567 - $651
|
10.9K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36New |
$474 - $545
|
36
$505
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 8.92% |
$250 - $288
|
232
$3.25K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 92.86% |
$171 - $197
|
27
$379
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$132 - $152
|
10
$140
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8+ 0.36% |
$105 - $121
|
2.23K
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8New |
$105 - $121
|
8
$112
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 21.88% |
$92.3 - $106
|
39
$547
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.41% |
$92.3 - $106
|
1.7K
$23.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$26.4 - $30.3
|
4
$56.1
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$13.2 - $15.2
|
1
$14
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 50.0% |
$39.5 - $45.5
|
3
$42.1
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 78.57% |
$145 - $167
|
3
$42.1
|