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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
404KNew |
$6.53M - $7.75M
|
404K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35KNew |
$565K - $671K
|
35K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-75K- 38.85% |
$1.21M - $1.44M
|
118K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-555- 12.55% |
$8.96K - $10.6K
|
3.87K
$40.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-305- 0.85% |
$4.92K - $5.85K
|
35.5K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.03K+ 7.19% |
$65K - $77.3K
|
60.1K
$632K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.47K- 10.91% |
$56K - $66.5K
|
28.3K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
398+ 288.41% |
$6.42K - $7.63K
|
536
$5.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.3KNew |
$311K - $370K
|
19.3K
$203K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
33.6KNew |
$543K - $645K
|
33.6K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
175New |
$2.82K - $3.36K
|
175
$1.84K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$420 - $499
|
26
$274
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-280Closed |
$3.21K - $4.55K
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-920Closed |
$10.5K - $14.9K
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
395New |
$4.52K - $6.41K
|
395
$4.16K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 3.61% |
$172 - $244
|
401
$4.22K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$1.15K - $1.62K
|
100
$1.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
99.7KNew |
$1.14M - $1.62M
|
99.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
185KNew |
$2.12M - $3.01M
|
185K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.5K- 52.75% |
$257K - $365K
|
20.1K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.98K- 12.99% |
$91.3K - $130K
|
53.4K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
44.8KNew |
$513K - $727K
|
44.8K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.5K+ 100.0% |
$28.6K - $40.6K
|
5K
$52.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5KNew |
$132K - $187K
|
11.5K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11- 0.02% |
$126 - $179
|
63.5K
$668K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
152New |
$1.74K - $2.47K
|
152
$1.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8New |
$91.6 - $130
|
8
$84.2
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.25KNew |
$14.3K - $20.2K
|
1.25K
$13.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.38K- 6.13% |
$15.8K - $22.4K
|
21.2K
$223K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
52KNew |
$698K - $894K
|
52K
$547K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
25.6K+ 32.78% |
$344K - $441K
|
104K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-615- 17.84% |
$8.26K - $10.6K
|
2.83K
$29.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
20.8KNew |
$279K - $357K
|
20.8K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-51- 0.46% |
$685 - $877
|
11.1K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
16.9KNew |
$227K - $290K
|
16.9K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-351K- 99.59% |
$4.72M - $6.04M
|
1.45K
$15.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$152K - $195K
|
11.3K
$119K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
34.8K+ 121.36% |
$468K - $599K
|
63.5K
$668K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
219New |
$2.94K - $3.76K
|
219
$2.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
558New |
$7.49K - $9.59K
|
558
$5.87K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$148 - $189
|
11
$116
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-888- 0.3% |
$14K - $16.8K
|
300K
$3.15M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
220New |
$3.46K - $4.16K
|
220
$2.31K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.23K- 28.95% |
$82.3K - $98.9K
|
12.8K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-201K- 99.57% |
$3.17M - $3.8M
|
868
$9.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-466K- 39.97% |
$7.33M - $8.81M
|
700K
$7.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-723- 1.38% |
$11.4K - $13.7K
|
51.8K
$545K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
71New |
$1.12K - $1.34K
|
71
$747
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1Closed |
$15.7 - $18.9
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.23% |
$31.5 - $37.8
|
164
$1.73K
|
|