Purchases and Sales Made in Q4 2023 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.17K- 12.85% |
$36.3K - $51.5K
|
21.5K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.58K- 4.66% |
$41K - $58.1K
|
73.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 0.98% |
$41.7K - $59.1K
|
370K
$5.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.95K- 26.03% |
$45.3K - $64.2K
|
11.2K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.54K- 26.49% |
$52K - $73.7K
|
12.6K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.63K- 9.37% |
$53K - $75.1K
|
44.8K
$628K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.77K- 26.91% |
$66K - $93.6K
|
15.7K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-5.81K- 26.89% |
$66.5K - $94.4K
|
15.8K
$222K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.11K- 14.34% |
$70K - $99.2K
|
36.5K
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.13K- 9.86% |
$70.2K - $99.5K
|
56K
$786K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.84K- 1.62% |
$89.7K - $127K
|
477K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.98K- 12.99% |
$91.3K - $130K
|
53.4K
$750K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.4K- 11.91% |
$96.1K - $136K
|
62.1K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-12K- 20.81% |
$137K - $194K
|
45.6K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-15.6K- 10.3% |
$179K - $253K
|
136K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-15.8K- 13.18% |
$181K - $257K
|
104K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.2K- 19.96% |
$209K - $296K
|
73K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.6K- 40.18% |
$235K - $334K
|
30.6K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.5K- 52.75% |
$257K - $365K
|
20.1K
$282K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-25.3K- 11.54% |
$290K - $412K
|
194K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.1K- 12.24% |
$390K - $554K
|
244K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.3K- 6.8% |
$553K - $784K
|
662K
$9.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-52.4K- 47.07% |
$600K - $851K
|
58.9K
$827K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-54.1K- 1.13% |
$619K - $878K
|
4.71M
$66.1M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-82.6K- 74.45% |
$945K - $1.34M
|
28.3K
$398K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-92.2K- 25.26% |
$1.06M - $1.5M
|
273K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-113K- 9.68% |
$1.29M - $1.83M
|
1.05M
$14.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-118K- 15.71% |
$1.35M - $1.92M
|
634K
$8.89M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 17.7% |
$1.41M - $2M
|
573K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-143K- 17.1% |
$1.64M - $2.33M
|
694K
$9.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-155K- 16.67% |
$1.78M - $2.52M
|
775K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-252K- 5.78% |
$2.88M - $4.09M
|
4.1M
$57.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-305K- 5.14% |
$3.5M - $4.96M
|
5.63M
$79.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-335K- 6.17% |
$3.84M - $5.45M
|
5.1M
$71.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-488K- 29.69% |
$5.59M - $7.93M
|
1.16M
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-609K- 88.53% |
$6.97M - $9.88M
|
78.9K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.26M- 42.43% |
$14.4M - $20.4M
|
1.7M
$23.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.65M- 24.38% |
$18.8M - $26.7M
|
5.1M
$71.6M
|