Purchases and Sales Made in Q1 2024 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q1 2024. 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 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 11.25% |
$101 - $122
|
89
$925
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.88% |
$78.9 - $94.7
|
802
$8.33K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6+ 0.0% |
$67.6 - $81.2
|
1.53M
$15.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$56.3 - $67.6
|
5
$52
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5+ 0.46% |
$56.3 - $67.6
|
1.09K
$11.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.63% |
$45.1 - $54.1
|
642
$6.67K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.21% |
$45.1 - $54.1
|
1.92K
$19.9K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 1.0% |
$45.1 - $54.1
|
403
$4.19K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$33.8 - $40.6
|
3
$31.2
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 18.75% |
$33.8 - $40.6
|
19
$197
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$22.5 - $27.1
|
1.82K
$19K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.76% |
$22.5 - $27.1
|
264
$2.74K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.0% |
$22.5 - $27.1
|
202
$2.1K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.07% |
$22.5 - $27.1
|
3.05K
$31.6K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 11.11% |
$22.5 - $27.1
|
20
$208
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 1.53% |
$22.5 - $27.1
|
133
$1.38K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2+ 0.01% |
$22.5 - $27.1
|
29.7K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 1.41% |
$22.5 - $27.1
|
144
$1.5K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.24% |
$22.5 - $27.1
|
163
$1.69K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 1.08% |
$22.5 - $27.1
|
187
$1.94K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.08% |
$11.3 - $13.5
|
1.18K
$12.2K
|
|
|
May 10, 2024
Q1 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.0% |
$11.3 - $13.5
|
52.7K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.32% |
$11.3 - $13.5
|
313
$3.25K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1+ 0.02% |
$11.3 - $13.5
|
5.2K
$54K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.31% |
$11.3 - $13.5
|
319
$3.31K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.04% |
$11.3 - $13.5
|
2.84K
$29.5K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 2.7% |
$11.3 - $13.5
|
38
$395
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.69% |
$11.3 - $13.5
|
145
$1.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$11.3 - $13.5
|
899
$9.34K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.08% |
$11.3 - $13.5
|
1.21K
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.06% |
$11.3 - $13.5
|
1.63K
$17K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$11.3 - $13.5
|
1.39K
$14.5K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2- 5.0% |
$22.5 - $27.1
|
38
$395
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 1.45% |
$33.8 - $40.6
|
204
$2.12K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3- 7.5% |
$33.8 - $40.6
|
37
$384
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4- 2.23% |
$45.1 - $54.1
|
175
$1.82K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5- 3.01% |
$56.3 - $67.6
|
161
$1.67K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 0.68% |
$56.3 - $67.6
|
726
$7.54K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-6- 0.52% |
$67.6 - $81.2
|
1.16K
$12K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-7- 0.6% |
$78.9 - $94.7
|
1.17K
$12.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7- 0.36% |
$78.9 - $94.7
|
1.94K
$20.1K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7- 3.65% |
$78.9 - $94.7
|
185
$1.92K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8- 2.0% |
$90.2 - $108
|
392
$4.07K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 57.14% |
$90.2 - $108
|
6
$62.3
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-11- 3.24% |
$124 - $149
|
329
$3.42K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 0.95% |
$135 - $162
|
1.25K
$13K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-12- 14.46% |
$135 - $162
|
71
$738
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 33.33% |
$135 - $162
|
24
$249
|