Purchases and Sales Made in Q2 2025 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
17.6KNew |
$205K - $252K
|
17.6K
$247K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5K+ 97.34% |
$157K - $193K
|
27.4K
$385K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.5KNew |
$157K - $193K
|
13.5K
$189K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3K+ 6.34% |
$34.9K - $42.9K
|
50.3K
$706K
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.16K+ 15.23% |
$25.1K - $30.9K
|
16.4K
$230K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 37.58% |
$17.4K - $21.4K
|
5.48K
$76.9K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
414+ 101.72% |
$4.81K - $5.92K
|
821
$11.5K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$105 - $129
|
9
$126
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.41% |
$81.3 - $100
|
1.71K
$23.9K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 2.1% |
$34.9 - $42.9
|
146
$2.05K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.09% |
$11.6 - $14.3
|
1.06K
$14.9K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 69.84% |
$511 - $629
|
19
$267
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 70.09% |
$3.49K - $4.29K
|
128
$1.8K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-445- 34.55% |
$5.17K - $6.36K
|
843
$11.8K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-557- 64.92% |
$6.47K - $7.96K
|
301
$4.22K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-566- 4.39% |
$6.58K - $8.09K
|
12.3K
$173K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-989- 74.19% |
$11.5K - $14.1K
|
344
$4.83K
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-209K- 6.89% |
$2.43M - $2.99M
|
2.83M
$39.7M
|