Institutional Ownership Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,735
shares
|
$104,661
0.0% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,371
shares
|
$99,005
0.0% of portfolio
|
Q2 2024
Reduced 10.99%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,833
shares
|
$90,644
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
5,000
shares
|
$77,700
0.01% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,337
shares
|
$67,396
0.01% of portfolio
|
Q3 2024
Added 45.59%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,084
shares
|
$63,465
0.01% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,979
shares
|
$61,833
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,619
shares
|
$56,239
0.0% of portfolio
|
Q3 2024
Reduced 74.13%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,997
shares
|
$46,573
0.01% of portfolio
|
Q2 2022
Added 209.93%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,833
shares
|
$44,024
0.01% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,775
shares
|
$43,123
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,665
shares
|
$41,414
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,454
shares
|
$38,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
2,385
shares
|
$37,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
2,218
shares
|
$34,467
0.0% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,098
shares
|
$32,602
0.0% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,967
shares
|
$30,567
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,549
shares
|
$24,071
0.0% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,349
shares
|
$20,963
0.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,219
shares
|
$18,943
0.0% of portfolio
|
Q3 2024
Added 823.48%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,006
shares
|
$15,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$15,540
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$15,540
0.0% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
925
shares
|
$14,374
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
920
shares
|
$14,296
0.0% of portfolio
|
Q3 2024
Added 34.5%
|