Latest Institutional Transactions on Viatris Inc (VTRS)
This table provides information on the latest institutional transactions involving Viatris Inc (VTRS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.58K- 3.76% |
$13.9K - $17.1K
|
40.5K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-57- 11.22% |
$500 - $618
|
451
$4.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
781New |
$6.85K - $8.47K
|
781
$7.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12New |
$105 - $130
|
12
$111
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-831- 24.61% |
$7.29K - $9.02K
|
2.55K
$23.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 8.58% |
$360 - $445
|
437
$4.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
69New |
$605 - $749
|
69
$640
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-282- 0.49% |
$2.47K - $3.06K
|
56.8K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
53New |
$465 - $575
|
53
$491
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$26.3 - $32.6
|
3
$27.8
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-39.4K- 99.98% |
$346K - $428K
|
6
$55.6
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
26New |
$228 - $282
|
26
$241
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12New |
$105 - $130
|
12
$111
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
52New |
$456 - $564
|
52
$482
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-37- 71.15% |
$324 - $401
|
15
$139
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$105 - $130
|
12
$111
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$52.6 - $65.1
|
6
$55.6
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-184- 0.36% |
$1.61K - $2K
|
50.8K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
49.1K+ 27.97% |
$430K - $532K
|
224K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
323+ 1.93% |
$2.83K - $3.5K
|
17K
$158K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
73.7KNew |
$646K - $800K
|
73.7K
$683K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.5KNew |
$91.7K - $113K
|
10.5K
$96.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
606New |
$5.31K - $6.58K
|
606
$5.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-476- 3.27% |
$4.17K - $5.16K
|
14.1K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
112+ 9.17% |
$982 - $1.22K
|
1.33K
$12.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$14.4K - $17.8K
|
1.64K
$15.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
10.2KNew |
$89.2K - $110K
|
10.2K
$94.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
BUY
|
- |
85.8K+ 32.07% |
$753K - $931K
|
354K
$3.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-870- 7.78% |
$7.63K - $9.44K
|
10.3K
$95.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-6.36K- 22.03% |
$55.8K - $69K
|
22.5K
$209K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$8.77 - $10.9
|
1
$9.27
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-265- 47.49% |
$2.32K - $2.88K
|
293
$2.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-186- 17.85% |
$1.63K - $2.02K
|
856
$7.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 1.08% |
$78.9 - $97.6
|
828
$7.68K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-60.7KClosed |
$532K - $659K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 0.23% |
$158 - $195
|
7.85K
$72.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.6KNew |
$102K - $126K
|
11.6K
$108K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.2K- 58.98% |
$28.1K - $34.8K
|
2.23K
$20.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 79.85% |
$17.2K - $21.3K
|
496
$4.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 1.18% |
$35.1 - $43.4
|
335
$3.11K
|
|
| Q3 2023 | |||||||
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.89K- 13.76% |
$27.7K - $32.8K
|
18.1K
$168K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
51.7KNew |
$496K - $587K
|
51.7K
$480K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9+ 0.47% |
$86.3 - $102
|
1.93K
$17.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
- |
-575K- 46.0% |
$5.51M - $6.53M
|
675K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
125New |
$1.2K - $1.42K
|
125
$1.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.8KNew |
$104K - $123K
|
10.8K
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11KNew |
$106K - $125K
|
11K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.98K- 1.43% |
$28.5K - $33.8K
|
205K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-61.3K- 37.32% |
$588K - $695K
|
103K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 9.92% |
$14.9K - $17.6K
|
17.2K
$159K
|
|