Purchases and Sales Made in Q2 2023 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32+ 0.18% |
$504 - $605
|
18.2K
$255K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$456 - $548
|
29
$407
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$456 - $548
|
29
$407
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 67.5% |
$425 - $511
|
67
$940
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 0.07% |
$205 - $246
|
17.7K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 7.94% |
$78.7 - $94.6
|
68
$954
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$31.5 - $37.8
|
3
$42.1
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.23% |
$31.5 - $37.8
|
164
$2.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$15.7 - $18.9
|
5
$70.1
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 10.0% |
$15.7 - $18.9
|
9
$126
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1Closed |
$15.7 - $18.9
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 24.24% |
$126 - $151
|
25
$351
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-64- 0.23% |
$1.01K - $1.21K
|
27.9K
$391K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-218- 40.6% |
$3.43K - $4.12K
|
319
$4.48K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-222- 0.88% |
$3.49K - $4.2K
|
24.9K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 9.75% |
$3.62K - $4.35K
|
2.13K
$29.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-250- 1.06% |
$3.94K - $4.73K
|
23.3K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-251- 65.19% |
$3.95K - $4.75K
|
134
$1.88K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 1.47% |
$4.16K - $4.99K
|
17.7K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-310- 2.59% |
$4.88K - $5.86K
|
11.7K
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-723- 1.38% |
$11.4K - $13.7K
|
51.8K
$727K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-888- 0.3% |
$14K - $16.8K
|
300K
$4.2M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-978- 7.84% |
$15.4K - $18.5K
|
11.5K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1K- 55.56% |
$15.7K - $18.9K
|
800
$11.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.04K- 29.92% |
$16.3K - $19.6K
|
2.43K
$34.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 8.81% |
$18.5K - $22.2K
|
12.1K
$170K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.26K- 10.19% |
$19.9K - $23.9K
|
11.1K
$156K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.42K- 11.06% |
$22.3K - $26.8K
|
11.4K
$160K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-2.53K- 18.05% |
$39.8K - $47.8K
|
11.5K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.85K- 17.47% |
$44.9K - $53.9K
|
13.5K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.72K- 11.92% |
$58.5K - $70.3K
|
27.5K
$385K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.23K- 28.95% |
$82.3K - $98.9K
|
12.8K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.41K- 1.82% |
$85.1K - $102K
|
291K
$4.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.86K- 8.58% |
$108K - $130K
|
73.1K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.45K- 21.29% |
$117K - $141K
|
27.5K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.52K- 12.78% |
$118K - $142K
|
51.3K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.71K- 5.84% |
$121K - $146K
|
124K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.56K- 6.63% |
$135K - $162K
|
120K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9.8K- 15.27% |
$154K - $185K
|
54.4K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-11.2K- 8.56% |
$177K - $212K
|
120K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-18.8K- 28.33% |
$296K - $356K
|
47.6K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.5K- 99.13% |
$307K - $369K
|
171
$2.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.9K- 2.66% |
$439K - $527K
|
1.02M
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.4K- 2.6% |
$447K - $537K
|
1.07M
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.6K- 41.95% |
$607K - $729K
|
53.4K
$749K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-55.4K- 41.45% |
$871K - $1.05M
|
78.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-57.4K- 28.02% |
$903K - $1.08M
|
147K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57.9K- 17.2% |
$911K - $1.09M
|
278K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-58.6K- 1.81% |
$923K - $1.11M
|
3.18M
$44.6M
|
|
|
Aug 14, 2023
Q2 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-133K- 2.96% |
$2.09M - $2.51M
|
4.35M
$61.1M
|