Purchases and Sales Made in Q4 2023 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q4 2023. The information is specifically focused on institutions that hold shares of Utz Brands, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
184New |
$2.11K - $2.99K
|
184
$2.88K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 2.43% |
$1.97K - $2.79K
|
7.26K
$114K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
172+ 82.69% |
$1.97K - $2.79K
|
380
$5.95K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$1.95K - $2.76K
|
170
$2.66K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
152New |
$1.74K - $2.47K
|
152
$2.38K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$1.15K - $1.62K
|
100
$1.57K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
93+ 0.27% |
$1.06K - $1.51K
|
35K
$548K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 4.45% |
$1.05K - $1.49K
|
2.16K
$33.8K
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
57+ 0.23% |
$653 - $926
|
24.4K
$382K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
36New |
$412 - $585
|
36
$564
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
34+ 5.07% |
$389 - $552
|
705
$11K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.15% |
$355 - $503
|
20.5K
$321K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$229 - $325
|
20
$313
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8New |
$91.6 - $130
|
8
$125
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2New |
$22.9 - $32.5
|
2
$31.3
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$11.5 - $16.2
|
5
$78.3
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$11.5 - $16.2
|
8
$125
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 12.5% |
$11.5 - $16.2
|
7
$110
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 60.0% |
$34.3 - $48.7
|
2
$31.3
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-8- 0.52% |
$91.6 - $130
|
1.54K
$24.1K
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11- 0.02% |
$126 - $179
|
63.5K
$994K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 3.61% |
$172 - $244
|
401
$6.28K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-53- 0.19% |
$607 - $861
|
27.8K
$436K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-71- 0.21% |
$813 - $1.15K
|
33.7K
$528K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-87- 38.67% |
$996 - $1.41K
|
138
$2.16K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-97- 0.83% |
$1.11K - $1.58K
|
11.6K
$181K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 52.63% |
$1.15K - $1.62K
|
90
$1.41K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 58.14% |
$1.15K - $1.62K
|
72
$1.13K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 56.28% |
$1.18K - $1.67K
|
80
$1.25K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-145- 0.4% |
$1.66K - $2.35K
|
35.8K
$561K
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-159- 0.57% |
$1.82K - $2.58K
|
27.6K
$432K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-180- 33.83% |
$2.06K - $2.92K
|
352
$5.51K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-221- 0.95% |
$2.53K - $3.59K
|
23K
$360K
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-223- 0.36% |
$2.55K - $3.62K
|
62.1K
$973K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-224- 1.14% |
$2.56K - $3.64K
|
19.5K
$305K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-280Closed |
$3.21K - $4.55K
|
0
$0
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-338- 16.84% |
$3.87K - $5.49K
|
1.67K
$26.1K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-344- 1.75% |
$3.94K - $5.59K
|
19.3K
$302K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-560- 1.4% |
$6.41K - $9.09K
|
39.6K
$620K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-685- 6.37% |
$7.84K - $11.1K
|
10.1K
$158K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-706- 4.54% |
$8.08K - $11.5K
|
14.8K
$232K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-763- 3.83% |
$8.74K - $12.4K
|
19.2K
$300K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-920Closed |
$10.5K - $14.9K
|
0
$0
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.38K- 6.13% |
$15.8K - $22.4K
|
21.2K
$331K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 93.75% |
$17.2K - $24.4K
|
100
$1.57K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 1.8% |
$21.5K - $30.5K
|
103K
$1.61M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.15K- 14.51% |
$24.6K - $34.8K
|
12.6K
$198K
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.25K- 1.54% |
$25.8K - $36.6K
|
144K
$2.25M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.07K- 17.41% |
$35.1K - $49.8K
|
14.6K
$228K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.17K- 12.85% |
$36.3K - $51.5K
|
21.5K
$337K
|