Purchases and Sales Made in Q1 2023 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q1 2023. The information is specifically focused on institutions that hold shares of Viatris Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 8.9% |
$653 - $870
|
869
$7.71K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$580 - $772
|
63
$559
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 1.91% |
$570 - $760
|
3.31K
$29.3K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
57+ 2.83% |
$524 - $699
|
2.07K
$18.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
51+ 24.64% |
$469 - $625
|
258
$2.29K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
49New |
$451 - $601
|
49
$435
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 4.55% |
$423 - $564
|
1.06K
$9.37K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
46+ 42.99% |
$423 - $564
|
153
$1.36K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
43+ 27.39% |
$396 - $527
|
200
$1.77K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43+ 4.79% |
$396 - $527
|
940
$8.34K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
41+ 0.38% |
$377 - $503
|
10.8K
$95.4K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
41+ 0.21% |
$377 - $503
|
19.7K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 11.76% |
$350 - $466
|
361
$3.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36New |
$331 - $441
|
36
$319
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
35+ 7.46% |
$322 - $429
|
504
$4.47K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.44% |
$313 - $417
|
7.7K
$68.3K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
34+ 40.96% |
$313 - $417
|
117
$1.04K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
33+ 1100.0% |
$304 - $405
|
36
$319
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27New |
$248 - $331
|
27
$239
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
26+ 21.31% |
$239 - $319
|
148
$1.31K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
24New |
$221 - $294
|
24
$213
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$221 - $294
|
24
$213
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
21+ 0.14% |
$193 - $257
|
14.7K
$130K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
21+ 11.73% |
$193 - $257
|
200
$1.77K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 3.72% |
$184 - $245
|
557
$4.94K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 1.3% |
$184 - $245
|
1.56K
$13.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19+ 2.19% |
$175 - $233
|
888
$7.88K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19+ 2.38% |
$175 - $233
|
819
$7.26K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
18New |
$166 - $221
|
18
$160
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
18+ 0.65% |
$166 - $221
|
2.8K
$24.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
15New |
$138 - $184
|
15
$133
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15+ 0.15% |
$138 - $184
|
10.3K
$91.5K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
14+ 0.59% |
$129 - $172
|
2.4K
$21.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 2.54% |
$110 - $147
|
485
$4.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
11New |
$101 - $135
|
11
$97.6
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.04% |
$92 - $123
|
968
$8.59K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.33% |
$73.6 - $98.1
|
2.46K
$21.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.58% |
$64.4 - $85.8
|
1.22K
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 2.08% |
$55.2 - $73.6
|
294
$2.61K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.97% |
$36.8 - $49
|
418
$3.71K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.77% |
$36.8 - $49
|
526
$4.67K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.72% |
$27.6 - $36.8
|
418
$3.71K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.18% |
$27.6 - $36.8
|
1.71K
$15.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.4% |
$27.6 - $36.8
|
762
$6.76K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.31% |
$18.4 - $24.5
|
155
$1.37K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.92% |
$18.4 - $24.5
|
219
$1.94K
|
|
|
May 07, 2025
Q1 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.64% |
$18.4 - $24.5
|
314
$2.79K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.96% |
$18.4 - $24.5
|
211
$1.87K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.91% |
$18.4 - $24.5
|
221
$1.96K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.58% |
$9.2 - $12.3
|
172
$1.53K
|