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 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
452+ 155.86% |
$4.08K - $4.65K
|
742
$9.29K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
434+ 3.97% |
$3.91K - $4.47K
|
11.4K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
429+ 1.01% |
$3.87K - $4.41K
|
43K
$538K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
428+ 92.04% |
$3.86K - $4.4K
|
893
$11.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
424New |
$3.82K - $4.36K
|
424
$5.31K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
418+ 1.56% |
$3.77K - $4.3K
|
27.2K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
410+ 35.53% |
$3.7K - $4.22K
|
1.56K
$19.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
372New |
$3.36K - $3.83K
|
372
$4.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
347+ 12.53% |
$3.13K - $3.57K
|
3.12K
$39K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
336+ 0.07% |
$3.03K - $3.46K
|
500K
$6.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
320New |
$2.89K - $3.29K
|
320
$4.01K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
309+ 2.75% |
$2.79K - $3.18K
|
11.6K
$145K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
304+ 460.61% |
$2.74K - $3.13K
|
370
$4.63K
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
294+ 0.51% |
$2.65K - $3.03K
|
58.3K
$730K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
294+ 16.19% |
$2.65K - $3.03K
|
2.11K
$26.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
248New |
$2.24K - $2.55K
|
248
$3.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
244+ 33.11% |
$2.2K - $2.51K
|
981
$12.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
238+ 2.37% |
$2.15K - $2.45K
|
10.3K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
219New |
$1.98K - $2.25K
|
219
$2.74K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
217+ 264.63% |
$1.96K - $2.23K
|
299
$3.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
214+ 1.22% |
$1.93K - $2.2K
|
17.7K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
213+ 1.0% |
$1.92K - $2.19K
|
21.6K
$270K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
205New |
$1.85K - $2.11K
|
205
$2.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
200+ 1.56% |
$1.8K - $2.06K
|
13K
$163K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
197+ 13.12% |
$1.78K - $2.03K
|
1.7K
$21.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
194+ 1.43% |
$1.75K - $2K
|
13.7K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
178New |
$1.61K - $1.83K
|
178
$2.23K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
170+ 16.77% |
$1.53K - $1.75K
|
1.18K
$14.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
155+ 100.65% |
$1.4K - $1.59K
|
309
$3.87K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
148+ 39.05% |
$1.33K - $1.52K
|
527
$6.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
148+ 0.01% |
$1.33K - $1.52K
|
1.2M
$15M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
137+ 279.59% |
$1.24K - $1.41K
|
186
$2.33K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
134New |
$1.21K - $1.38K
|
134
$1.68K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
134New |
$1.21K - $1.38K
|
134
$1.68K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
130+ 1.09% |
$1.17K - $1.34K
|
12K
$150K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
126+ 3.81% |
$1.14K - $1.3K
|
3.43K
$43K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
124+ 42.47% |
$1.12K - $1.28K
|
416
$5.21K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
116New |
$1.05K - $1.19K
|
116
$1.45K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
111New |
$1K - $1.14K
|
111
$1.39K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
110+ 1.03% |
$992 - $1.13K
|
10.8K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107+ 0.84% |
$965 - $1.1K
|
12.8K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
103New |
$929 - $1.06K
|
103
$1.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 9.47% |
$902 - $1.03K
|
1.16K
$14.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
95+ 7.15% |
$857 - $978
|
1.42K
$17.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 31.63% |
$839 - $957
|
387
$4.85K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
83+ 0.77% |
$749 - $854
|
10.8K
$136K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
81+ 1.54% |
$731 - $833
|
5.34K
$66.8K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73+ 62.39% |
$658 - $751
|
190
$2.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
64New |
$577 - $659
|
64
$801
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
62New |
$559 - $638
|
62
$776
|