Purchases and Sales Made in Q4 2024 in Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
59.4K+ 1.94% |
$919K - $1.07M
|
3.12M
$41.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21K+ 33.33% |
$325K - $378K
|
84K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.1KNew |
$218K - $254K
|
14.1K
$186K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
11.4K+ 25.49% |
$177K - $206K
|
56.3K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.8KNew |
$167K - $195K
|
10.8K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
9.99K+ 8.57% |
$154K - $180K
|
127K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.42K+ 31.56% |
$115K - $134K
|
30.9K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.45KNew |
$53.3K - $62.2K
|
3.45K
$45.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.4K+ 17.99% |
$52.6K - $61.3K
|
22.3K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.67K+ 11.0% |
$41.2K - $48.1K
|
26.9K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.76K+ 1.88% |
$27.2K - $31.7K
|
95.1K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.69KNew |
$26.1K - $30.5K
|
1.69K
$22.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.06KNew |
$16.4K - $19.1K
|
1.06K
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
445+ 1.11% |
$6.88K - $8.02K
|
40.6K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
397New |
$6.14K - $7.15K
|
397
$5.26K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
324+ 49.92% |
$5.01K - $5.84K
|
973
$12.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
300+ 0.58% |
$4.64K - $5.41K
|
52.2K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
157+ 280.36% |
$2.43K - $2.83K
|
213
$2.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.55K - $1.8K
|
100
$1.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 14.18% |
$1.48K - $1.73K
|
773
$10.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 34.82% |
$1.33K - $1.55K
|
333
$4.41K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 5.82% |
$1.1K - $1.28K
|
1.29K
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56+ 6.29% |
$866 - $1.01K
|
946
$12.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 28.0% |
$108 - $126
|
32
$424
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 100.0% |
$108 - $126
|
14
$186
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$30.9 - $36
|
2
$26.5
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 16.67% |
$30.9 - $36
|
14
$186
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 10.0% |
$77.3 - $90.1
|
45
$596
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 57.14% |
$186 - $216
|
9
$119
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 19.24% |
$1.25K - $1.46K
|
340
$4.51K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-387- 6.63% |
$5.98K - $6.97K
|
5.45K
$72.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-461- 3.07% |
$7.13K - $8.31K
|
14.6K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-756- 4.33% |
$11.7K - $13.6K
|
16.7K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-1.07K- 8.47% |
$16.6K - $19.3K
|
11.6K
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-6.5K- 7.99% |
$100K - $117K
|
74.8K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-46.9K- 3.03% |
$724K - $844K
|
1.5M
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-156K- 34.66% |
$2.42M - $2.82M
|
295K
$3.91M
|