Purchases and Sales Made in Q2 2024 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 71.88% |
$2.77K - $3.32K
|
660
$8.26K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
249+ 47.07% |
$2.5K - $2.99K
|
778
$9.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
241+ 0.72% |
$2.42K - $2.9K
|
33.9K
$424K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
209+ 2.09% |
$2.1K - $2.51K
|
10.2K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207+ 2.74% |
$2.08K - $2.49K
|
7.75K
$97.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
199+ 0.69% |
$2K - $2.39K
|
29.1K
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
191+ 37.09% |
$1.92K - $2.3K
|
706
$8.84K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
186+ 83.41% |
$1.87K - $2.24K
|
409
$5.12K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
186+ 0.05% |
$1.87K - $2.24K
|
342K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
185+ 85.25% |
$1.86K - $2.22K
|
402
$5.03K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
181+ 14.45% |
$1.82K - $2.18K
|
1.43K
$18K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
151+ 0.59% |
$1.52K - $1.82K
|
25.7K
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
142+ 0.17% |
$1.43K - $1.71K
|
82.6K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
138New |
$1.39K - $1.66K
|
138
$1.73K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
131+ 0.24% |
$1.32K - $1.57K
|
55.4K
$694K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
128+ 0.86% |
$1.29K - $1.54K
|
15.1K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
124+ 5.03% |
$1.25K - $1.49K
|
2.59K
$32.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
122+ 32.28% |
$1.23K - $1.47K
|
500
$6.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
119New |
$1.2K - $1.43K
|
119
$1.49K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
117+ 2.08% |
$1.18K - $1.41K
|
5.75K
$71.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
116+ 3.9% |
$1.17K - $1.39K
|
3.09K
$38.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
110+ 0.57% |
$1.11K - $1.32K
|
19.4K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
102+ 0.93% |
$1.03K - $1.23K
|
11.1K
$139K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
101New |
$1.02K - $1.21K
|
101
$1.26K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
97+ 0.27% |
$975 - $1.17K
|
36.6K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
95+ 20.79% |
$955 - $1.14K
|
552
$6.91K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
94+ 2.94% |
$945 - $1.13K
|
3.29K
$41.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
91+ 26.38% |
$915 - $1.09K
|
436
$5.46K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
89+ 6.05% |
$894 - $1.07K
|
1.56K
$19.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 2.68% |
$844 - $1.01K
|
3.22K
$40.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
83+ 0.15% |
$834 - $998
|
54.5K
$682K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81+ 67.5% |
$814 - $974
|
201
$2.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 54.05% |
$804 - $962
|
228
$2.85K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
73+ 10.43% |
$734 - $877
|
773
$9.68K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
70New |
$704 - $841
|
70
$876
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
67+ 1.03% |
$673 - $805
|
6.57K
$82.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
65+ 0.54% |
$653 - $781
|
12K
$150K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
59+ 5.32% |
$593 - $709
|
1.17K
$14.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
58New |
$583 - $697
|
58
$726
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
57New |
$573 - $685
|
57
$714
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
57+ 1.27% |
$573 - $685
|
4.55K
$56.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
54+ 37.76% |
$543 - $649
|
197
$2.47K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
54New |
$543 - $649
|
54
$676
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 6.96% |
$533 - $637
|
815
$10.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
51+ 0.52% |
$513 - $613
|
9.83K
$123K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
48New |
$482 - $577
|
48
$601
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 33.08% |
$442 - $529
|
177
$2.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
43+ 10.91% |
$432 - $517
|
437
$5.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 13.42% |
$422 - $505
|
355
$4.44K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
42New |
$422 - $505
|
42
$526
|