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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71+ 0.05% |
$1.1K - $1.28K
|
135K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56+ 6.29% |
$866 - $1.01K
|
946
$13.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54New |
$835 - $973
|
54
$761
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
50New |
$773 - $901
|
50
$705
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
46New |
$711 - $829
|
46
$648
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
38+ 100.0% |
$587 - $685
|
76
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35+ 0.31% |
$541 - $631
|
11.3K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
18+ 0.07% |
$278 - $324
|
24K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 100.0% |
$108 - $126
|
14
$197
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 28.0% |
$108 - $126
|
32
$451
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$30.9 - $36
|
2
$28.2
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 16.67% |
$30.9 - $36
|
14
$197
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$15.5 - $18
|
1
$14.1
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.19% |
$15.5 - $18
|
514
$7.24K
|
|
|
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
$634
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 57.14% |
$186 - $216
|
9
$127
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 5.06% |
$201 - $234
|
244
$3.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-31- 0.78% |
$479 - $559
|
3.95K
$55.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 0.34% |
$495 - $577
|
9.29K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51- 2.43% |
$788 - $919
|
2.05K
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-56- 21.13% |
$866 - $1.01K
|
209
$2.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 19.24% |
$1.25K - $1.46K
|
340
$4.79K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-88- 2.03% |
$1.36K - $1.59K
|
4.25K
$59.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-125- 0.69% |
$1.93K - $2.25K
|
17.9K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-166- 10.72% |
$2.57K - $2.99K
|
1.38K
$19.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-189- 1.26% |
$2.92K - $3.41K
|
14.8K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-191- 20.76% |
$2.95K - $3.44K
|
729
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231- 0.13% |
$3.57K - $4.16K
|
178K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-320- 0.42% |
$4.95K - $5.77K
|
76.7K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-387- 6.63% |
$5.98K - $6.97K
|
5.45K
$76.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-461- 3.07% |
$7.13K - $8.31K
|
14.6K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-555- 1.99% |
$8.58K - $10K
|
27.3K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-557- 2.31% |
$8.61K - $10K
|
23.6K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-651- 1.57% |
$10.1K - $11.7K
|
40.7K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-749- 3.8% |
$11.6K - $13.5K
|
19K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-756- 4.33% |
$11.7K - $13.6K
|
16.7K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-978- 4.78% |
$15.1K - $17.6K
|
19.5K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.04K- 6.7% |
$16K - $18.7K
|
14.4K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-1.07K- 8.47% |
$16.6K - $19.3K
|
11.6K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 1.21% |
$17.4K - $20.3K
|
92.1K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.3K- 13.48% |
$20.1K - $23.5K
|
8.36K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.44K- 6.71% |
$22.2K - $25.9K
|
20K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.48K- 4.54% |
$22.9K - $26.7K
|
31.1K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.76K- 5.13% |
$27.2K - $31.7K
|
32.5K
$458K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.22K- 7.29% |
$34.3K - $40K
|
28.2K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.65K- 16.98% |
$41K - $47.8K
|
13K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 13.85% |
$43.3K - $50.5K
|
17.4K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 52.37% |
$54.5K - $63.6K
|
3.21K
$45.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.77K- 4.4% |
$58.3K - $67.9K
|
81.8K
$1.15M
|