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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.04% |
$9.02 - $10.3
|
50
$520
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 2.78% |
$9.02 - $10.3
|
37
$384
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.56% |
$9.02 - $10.3
|
180
$1.87K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.76% |
$9.02 - $10.3
|
132
$1.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.39% |
$9.02 - $10.3
|
258
$2.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.25% |
$9.02 - $10.3
|
402
$4.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 5.88% |
$9.02 - $10.3
|
18
$187
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.06% |
$9.02 - $10.3
|
1.57K
$16.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.0% |
$9.02 - $10.3
|
52.7K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 2.13% |
$9.02 - $10.3
|
46
$478
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$9.02 - $10.3
|
1.19K
$12.4K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 0.01% |
$9.02 - $10.3
|
10K
$104K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 1.24% |
$54.1 - $61.7
|
479
$4.98K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-6- 0.03% |
$54.1 - $61.7
|
20.9K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-8- 13.11% |
$72.2 - $82.3
|
53
$551
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-12- 2.51% |
$108 - $123
|
467
$4.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 0.99% |
$108 - $123
|
1.2K
$12.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.23% |
$108 - $123
|
5.16K
$53.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-13- 1.71% |
$117 - $134
|
749
$7.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-14- 0.06% |
$126 - $144
|
23.7K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 0.67% |
$126 - $144
|
2.07K
$21.5K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15- 6.85% |
$135 - $154
|
204
$2.12K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 22.22% |
$144 - $165
|
56
$582
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-19- 0.46% |
$171 - $196
|
4.15K
$43.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-19- 1.09% |
$171 - $196
|
1.72K
$17.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 19.05% |
$180 - $206
|
85
$883
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-20- 3.3% |
$180 - $206
|
586
$6.09K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-23- 0.29% |
$207 - $237
|
7.87K
$81.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 69.7% |
$207 - $237
|
10
$104
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-24- 1.21% |
$216 - $247
|
1.96K
$20.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 51.06% |
$216 - $247
|
23
$239
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25- 1.21% |
$226 - $257
|
2.05K
$21.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26- 2.01% |
$235 - $268
|
1.27K
$13.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-27- 0.13% |
$244 - $278
|
20.4K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 3.45% |
$271 - $309
|
839
$8.72K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-35- 6.94% |
$316 - $360
|
469
$4.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 0.23% |
$316 - $360
|
15.1K
$157K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-37- 0.02% |
$334 - $381
|
151K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-38- 14.23% |
$343 - $391
|
229
$2.38K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-41- 1.83% |
$370 - $422
|
2.2K
$22.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-43- 68.25% |
$388 - $442
|
20
$208
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-43- 4.6% |
$388 - $442
|
891
$9.26K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-44- 13.58% |
$397 - $453
|
280
$2.91K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 4.51% |
$406 - $463
|
952
$9.89K
|
|
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-45- 7.4% |
$406 - $463
|
563
$5.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 18.78% |
$415 - $473
|
199
$2.07K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-46- 2.52% |
$415 - $473
|
1.78K
$18.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.62% |
$433 - $494
|
7.65K
$79.5K
|