Purchases and Sales Made in Q2 2024 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q2 2024. 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, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
176New |
$2.92K - $3.44K
|
176
$2.76K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161+ 2.79% |
$2.67K - $3.15K
|
5.93K
$92.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
160+ 6.95% |
$2.66K - $3.13K
|
2.46K
$38.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
152New |
$2.52K - $2.97K
|
152
$2.38K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$2.19K - $2.58K
|
132
$2.07K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
73+ 11.51% |
$1.21K - $1.43K
|
707
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51+ 0.47% |
$847 - $997
|
11K
$172K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47New |
$780 - $919
|
47
$736
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
37+ 8.15% |
$614 - $723
|
491
$7.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 105.0% |
$349 - $411
|
41
$642
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 150.0% |
$299 - $352
|
30
$470
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18+ 3.28% |
$299 - $352
|
567
$8.88K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$116 - $137
|
14.8K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.3% |
$83 - $97.8
|
1.68K
$26.3K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2+ 0.01% |
$33.2 - $39.1
|
27.6K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$16.6 - $19.6
|
6
$94
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4- 2.92% |
$66.4 - $78.2
|
133
$2.08K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-20- 1.56% |
$332 - $391
|
1.26K
$19.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 1.22% |
$448 - $528
|
2.18K
$34.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 4.76% |
$498 - $587
|
600
$9.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-30- 0.06% |
$498 - $587
|
53.7K
$841K
|
|
|
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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 6.43% |
$780 - $919
|
684
$10.7K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-69- 0.61% |
$1.15K - $1.35K
|
11.3K
$177K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-122- 17.53% |
$2.03K - $2.39K
|
574
$8.99K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 49.41% |
$2.08K - $2.44K
|
128
$2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-170- 0.7% |
$2.82K - $3.32K
|
24.2K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-174- 26.98% |
$2.89K - $3.4K
|
471
$7.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-180- 15.25% |
$2.99K - $3.52K
|
1K
$15.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-253- 1.53% |
$4.2K - $4.95K
|
16.2K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-264- 1.08% |
$4.38K - $5.16K
|
24.1K
$377K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-285- 0.74% |
$4.73K - $5.57K
|
38.5K
$602K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 37.5% |
$4.98K - $5.87K
|
500
$7.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-322- 1.77% |
$5.35K - $6.3K
|
17.9K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-339- 1.22% |
$5.63K - $6.63K
|
27.5K
$431K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-356- 3.68% |
$5.91K - $6.96K
|
9.32K
$146K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-498- 4.57% |
$8.27K - $9.74K
|
10.4K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-511- 1.85% |
$8.48K - $9.99K
|
27.1K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-622- 2.58% |
$10.3K - $12.2K
|
23.5K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-653- 3.15% |
$10.8K - $12.8K
|
20.1K
$314K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-756- 4.37% |
$12.5K - $14.8K
|
16.5K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-787- 10.99% |
$13.1K - $15.4K
|
6.37K
$99.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-797- 2.54% |
$13.2K - $15.6K
|
30.6K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-867- 2.22% |
$14.4K - $16.9K
|
38.2K
$598K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-868- 2.22% |
$14.4K - $17K
|
38.3K
$600K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-987- 16.31% |
$16.4K - $19.3K
|
5.06K
$79.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.07K- 8.27% |
$17.7K - $20.8K
|
11.8K
$185K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 16.27% |
$17.8K - $20.9K
|
5.51K
$86.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.25K- 3.5% |
$20.7K - $24.4K
|
34.5K
$540K
|