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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$1,554
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$1,554
0.0% of portfolio
|
Q4 2023
Reduced 93.75%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$1,554
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
63
shares
|
$979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
56
shares
|
$870
0.0% of portfolio
|
Q3 2024
Reduced 57.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
50
shares
|
$777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
41
shares
|
$637
0.0% of portfolio
|
Q2 2024
Added 105.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$590
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
35
shares
|
$543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
25
shares
|
$388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$326
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$170
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
9
shares
|
$139
0.0% of portfolio
|
Q3 2024
Reduced 80.85%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7
shares
|
$108
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$93
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
6
shares
|
$93
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2
shares
|
$31
0.0% of portfolio
|
Q1 2024
Reduced 97.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1
shares
|
$15
0.0% of portfolio
|
Q3 2024
Reduced 99.82%
|