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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-95- 6.07% |
$1.13K - $1.38K
|
1.47K
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-35- 4.26% |
$415 - $507
|
786
$8.27K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-876- 1.74% |
$10.4K - $12.7K
|
49.5K
$520K
|
|
|
Nov 03, 2025
Q3 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42K+ 50.0% |
$498K - $609K
|
126K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-611- 4.53% |
$7.24K - $8.85K
|
12.9K
$135K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$35.6 - $43.5
|
3
$31.6
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
298+ 1.4% |
$3.53K - $4.32K
|
21.6K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
BUY
|
- |
269KNew |
$3.19M - $3.9M
|
269K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
95.7K+ 560.56% |
$1.13M - $1.39M
|
113K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-7.94K- 1.82% |
$94K - $115K
|
428K
$4.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 28.0% |
$249 - $304
|
96
$1.01K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.4K- 97.22% |
$16.6K - $20.3K
|
40
$421
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-60.9K- 3.04% |
$722K - $883K
|
1.94M
$20.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-474- 3.57% |
$5.62K - $6.87K
|
12.8K
$135K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
243K+ 19.48% |
$2.88M - $3.53M
|
1.49M
$15.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-28- 4.61% |
$332 - $406
|
579
$6.09K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
79New |
$936 - $1.14K
|
79
$831
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
27.1KNew |
$321K - $392K
|
27.1K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6- 0.6% |
$71.1 - $86.9
|
1K
$10.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-239- 79.4% |
$2.83K - $3.46K
|
62
$652
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-165- 3.01% |
$1.96K - $2.39K
|
5.32K
$55.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 20.68% |
$67.2K - $82.2K
|
21.8K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-2.02K- 52.24% |
$23.9K - $29.3K
|
1.85K
$19.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 45.45% |
$59.3 - $72.5
|
6
$63.1
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
9.6K+ 16.2% |
$114K - $139K
|
68.8K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
815K+ 93.15% |
$9.65M - $11.8M
|
1.69M
$17.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.5KNew |
$196K - $240K
|
16.5K
$174K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14- 0.13% |
$166 - $203
|
10.6K
$112K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 32.42% |
$1.82K - $2.23K
|
629
$6.62K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 10.17% |
$415 - $507
|
309
$3.25K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27+ 270.0% |
$320 - $391
|
37
$389
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-8.2K- 19.43% |
$97.2K - $119K
|
34K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
288New |
$3.41K - $4.17K
|
288
$3.03K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
280New |
$3.32K - $4.06K
|
280
$2.95K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 400.0% |
$427 - $522
|
45
$473
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
304K+ 10.76% |
$3.6M - $4.41M
|
3.13M
$32.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31New |
$367 - $449
|
31
$326
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 5.8% |
$794 - $971
|
1.09K
$11.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-89.5K- 63.92% |
$1.06M - $1.3M
|
50.5K
$532K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
169+ 21.53% |
$2K - $2.45K
|
954
$10K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 0.68% |
$11.9 - $14.5
|
145
$1.53K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
327+ 18.56% |
$3.87K - $4.74K
|
2.09K
$22K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 10394.74% |
$23.4K - $28.6K
|
1.99K
$21K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.28K+ 17.84% |
$86.3K - $106K
|
48.1K
$506K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.47% |
$94.8 - $116
|
1.71K
$18K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-123- 0.75% |
$1.46K - $1.78K
|
16.2K
$171K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-210- 50.0% |
$2.49K - $3.04K
|
210
$2.21K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.33K- 31.58% |
$75K - $91.6K
|
13.7K
$144K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.06K- 99.81% |
$12.6K - $15.4K
|
2
$21
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
11.9KNew |
$141K - $173K
|
11.9K
$125K
|
|