Purchases and Sales Made in Q3 2024 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.28K+ 24.19% |
$76.3K - $98.2K
|
27.1K
$424K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.95K+ 46.35% |
$71.5K - $92K
|
15.6K
$245K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
4.85K+ 0.16% |
$70.1K - $90.1K
|
3.06M
$47.9M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.18K+ 11.62% |
$60.5K - $77.8K
|
40.2K
$629K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.95K+ 24.55% |
$42.7K - $54.9K
|
15K
$235K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.45KNew |
$35.5K - $45.6K
|
2.45K
$38.4K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.39KNew |
$34.5K - $44.4K
|
2.39K
$37.3K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.73K+ 5.52% |
$25K - $32.2K
|
33K
$517K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.36K+ 45.59% |
$19.6K - $25.3K
|
4.34K
$67.9K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22K+ 22.21% |
$17.7K - $22.8K
|
6.74K
$105K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 823.48% |
$15.7K - $20.2K
|
1.22K
$19.1K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.01KNew |
$14.5K - $18.7K
|
1.01K
$15.8K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$8.68K - $11.2K
|
600
$9.4K
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
570+ 2.94% |
$8.24K - $10.6K
|
19.9K
$312K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
484New |
$7K - $9K
|
484
$7.58K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
421New |
$6.09K - $7.83K
|
421
$6.59K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
384+ 1.91% |
$5.55K - $7.14K
|
20.4K
$320K
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
333New |
$4.82K - $6.19K
|
333
$5.21K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
285+ 2.6% |
$4.12K - $5.3K
|
11.3K
$176K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
265New |
$3.83K - $4.93K
|
265
$4.15K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
259+ 66.41% |
$3.75K - $4.82K
|
649
$10.2K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
247New |
$3.57K - $4.59K
|
247
$3.87K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
236+ 34.5% |
$3.41K - $4.39K
|
920
$14.4K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
217+ 16.29% |
$3.14K - $4.04K
|
1.55K
$24.3K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200+ 0.49% |
$2.89K - $3.72K
|
41.3K
$647K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
196+ 2.07% |
$2.83K - $3.65K
|
9.66K
$151K
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
189+ 0.32% |
$2.73K - $3.52K
|
58.7K
$919K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
183+ 25.88% |
$2.65K - $3.4K
|
890
$13.9K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
176+ 1.19% |
$2.54K - $3.27K
|
15K
$235K
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
122New |
$1.76K - $2.27K
|
122
$1.91K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
112New |
$1.62K - $2.08K
|
112
$1.75K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$1.45K - $1.86K
|
100
$1.57K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
91+ 7.23% |
$1.32K - $1.69K
|
1.35K
$21.1K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
63New |
$911 - $1.17K
|
63
$987
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
62+ 0.26% |
$897 - $1.15K
|
24.2K
$378K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53+ 8.49% |
$766 - $986
|
677
$10.6K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$723 - $930
|
50
$783
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.17% |
$593 - $763
|
24.3K
$380K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36New |
$521 - $670
|
36
$564
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
35New |
$506 - $651
|
35
$548
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25New |
$362 - $465
|
25
$392
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 90.0% |
$260 - $335
|
38
$595
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
12New |
$174 - $223
|
12
$188
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 14.29% |
$14.5 - $18.6
|
6
$94
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 30.0% |
$130 - $167
|
21
$329
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14- 0.71% |
$202 - $260
|
1.97K
$30.8K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 0.72% |
$419 - $539
|
3.98K
$62.3K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 80.85% |
$549 - $707
|
9
$141
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52- 0.44% |
$752 - $967
|
11.7K
$183K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-61- 10.63% |
$882 - $1.13K
|
513
$8.03K
|