Purchases and Sales Made in Q2 2023 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-51- 33.33% |
$460 - $525
|
102
$969
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 2.96% |
$460 - $525
|
1.67K
$15.9K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-53- 3.22% |
$478 - $545
|
1.59K
$15.1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-54- 9.69% |
$487 - $556
|
503
$4.78K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-55- 4.98% |
$496 - $566
|
1.05K
$9.98K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-57- 1.47% |
$514 - $587
|
3.81K
$36.2K
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-64- 0.58% |
$577 - $659
|
10.9K
$104K
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-65- 5.51% |
$586 - $669
|
1.11K
$10.6K
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-65- 5.51% |
$586 - $669
|
1.11K
$10.6K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70- 0.31% |
$631 - $720
|
22.6K
$215K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-72- 19.15% |
$649 - $741
|
304
$2.89K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-73- 14.9% |
$658 - $751
|
417
$3.96K
|
|
Jul 25, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-76- 2.51% |
$686 - $782
|
2.95K
$28K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-82- 27.7% |
$740 - $844
|
214
$2.03K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-86- 1.04% |
$776 - $885
|
8.21K
$77.9K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-87- 70.16% |
$785 - $895
|
37
$352
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87- 6.53% |
$785 - $895
|
1.25K
$11.8K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-88- 35.77% |
$794 - $906
|
158
$1.5K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-93- 10.3% |
$839 - $957
|
810
$7.7K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-94- 9.0% |
$848 - $967
|
951
$9.03K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-96- 19.51% |
$866 - $988
|
396
$3.76K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-99- 16.61% |
$893 - $1.02K
|
497
$4.72K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-104- 12.53% |
$938 - $1.07K
|
726
$6.9K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-105- 89.74% |
$947 - $1.08K
|
12
$114
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-107- 5.26% |
$965 - $1.1K
|
1.93K
$18.3K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-108- 0.25% |
$974 - $1.11K
|
43K
$409K
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-109- 0.41% |
$983 - $1.12K
|
26.3K
$250K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-111- 5.62% |
$1K - $1.14K
|
1.86K
$17.7K
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-116- 67.44% |
$1.05K - $1.19K
|
56
$532
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-118- 29.21% |
$1.06K - $1.21K
|
286
$2.72K
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-123- 0.73% |
$1.11K - $1.27K
|
16.6K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-123- 4.53% |
$1.11K - $1.27K
|
2.59K
$24.6K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-124Closed |
$1.12K - $1.28K
|
0
$0
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-145- 2.29% |
$1.31K - $1.49K
|
6.19K
$58.8K
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-154- 5.8% |
$1.39K - $1.58K
|
2.5K
$23.8K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-160- 0.98% |
$1.44K - $1.65K
|
16.2K
$154K
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-162- 3.15% |
$1.46K - $1.67K
|
4.98K
$47.3K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-162- 17.0% |
$1.46K - $1.67K
|
791
$7.51K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-163- 37.82% |
$1.47K - $1.68K
|
268
$2.55K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-163- 0.6% |
$1.47K - $1.68K
|
27.2K
$258K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-168- 39.25% |
$1.52K - $1.73K
|
260
$2.47K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-174- 0.49% |
$1.57K - $1.79K
|
35.7K
$339K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-175- 0.45% |
$1.58K - $1.8K
|
38.8K
$369K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-175- 44.42% |
$1.58K - $1.8K
|
219
$2.08K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-176- 0.67% |
$1.59K - $1.81K
|
26.1K
$248K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-185- 15.08% |
$1.67K - $1.9K
|
1.04K
$9.9K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-187- 1.42% |
$1.69K - $1.92K
|
13K
$123K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-188- 87.04% |
$1.7K - $1.93K
|
28
$266
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-189- 15.18% |
$1.7K - $1.94K
|
1.06K
$10K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-192- 4.33% |
$1.73K - $1.98K
|
4.24K
$40.3K
|