Latest Institutional Transactions on Utz Brands, Inc. (UTZ)
This table provides information on the latest institutional transactions involving Utz Brands, Inc. (UTZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
59.4K+ 1.94% |
$919K - $1.07M
|
3.12M
$41.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-156K- 34.66% |
$2.42M - $2.82M
|
295K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-46.9K- 3.03% |
$724K - $844K
|
1.5M
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 5.82% |
$1.1K - $1.28K
|
1.29K
$17.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 19.24% |
$1.25K - $1.46K
|
340
$4.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 100.0% |
$108 - $126
|
14
$186
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-461- 3.07% |
$7.13K - $8.31K
|
14.6K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
157+ 280.36% |
$2.43K - $2.83K
|
213
$2.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.42K+ 31.56% |
$115K - $134K
|
30.9K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-756- 4.33% |
$11.7K - $13.6K
|
16.7K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.1KNew |
$218K - $254K
|
14.1K
$186K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-6.5K- 7.99% |
$100K - $117K
|
74.8K
$991K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.06KNew |
$16.4K - $19.1K
|
1.06K
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
445+ 1.11% |
$6.88K - $8.02K
|
40.6K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$30.9 - $36
|
2
$26.5
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.55K - $1.8K
|
100
$1.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.8KNew |
$167K - $195K
|
10.8K
$143K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 28.0% |
$108 - $126
|
32
$424
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 34.82% |
$1.33K - $1.55K
|
333
$4.41K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
11.4K+ 25.49% |
$177K - $206K
|
56.3K
$746K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
324+ 49.92% |
$5.01K - $5.84K
|
973
$12.9K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.83M+ 72.17% |
$40.9M - $52.6M
|
6.75M
$89.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.01KNew |
$14.5K - $18.7K
|
1.01K
$13.3K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-609- 5.4% |
$8.81K - $11.3K
|
10.7K
$141K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.51K- 20.81% |
$50.7K - $65.2K
|
13.3K
$177K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
97.8K+ 21.36% |
$1.41M - $1.82M
|
555K
$7.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
30.4K+ 11.44% |
$440K - $565K
|
296K
$3.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 5.41% |
$70.8K - $91K
|
85.6K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
15.9KNew |
$230K - $296K
|
15.9K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.2K+ 6.52% |
$914K - $1.18M
|
1.03M
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 11.8% |
$39.1K - $50.4K
|
20.2K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.4K- 74.13% |
$150K - $193K
|
3.62K
$48K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 17.1% |
$7.2M - $9.27M
|
3.41M
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
721K+ 811.65% |
$10.4M - $13.4M
|
810K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-8.86K- 24.08% |
$128K - $165K
|
27.9K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17.8K- 0.44% |
$257K - $331K
|
4.07M
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.6K+ 6.31% |
$168K - $217K
|
196K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
89.8K+ 280.64% |
$1.3M - $1.67M
|
122K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
124K+ 57.23% |
$1.8M - $2.31M
|
341K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-158K- 66.39% |
$2.29M - $2.95M
|
80.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.98K+ 10.82% |
$101K - $130K
|
71.5K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
153K+ 9.52% |
$2.21M - $2.84M
|
1.76M
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.11K- 5.19% |
$132K - $170K
|
166K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15.5K- 10.12% |
$224K - $288K
|
137K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
384+ 1.91% |
$5.55K - $7.14K
|
20.4K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.95K+ 36.71% |
$144K - $185K
|
37.1K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
150KNew |
$2.17M - $2.79M
|
150K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
19.2K+ 8.45% |
$278K - $358K
|
247K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
62+ 0.26% |
$897 - $1.15K
|
24.2K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.2K- 10.8% |
$1.01M - $1.31M
|
580K
$7.68M
|
|