Purchases and Sales Made in Q3 2023 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
515+ 16.44% |
$4.94K - $5.85K
|
3.65K
$45.7K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
509+ 1.68% |
$4.88K - $5.78K
|
30.8K
$386K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
498+ 0.15% |
$4.78K - $5.65K
|
327K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
494+ 10.84% |
$4.74K - $5.61K
|
5.05K
$63.2K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
471+ 0.36% |
$4.52K - $5.35K
|
132K
$1.66M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
425+ 2.28% |
$4.08K - $4.82K
|
19.1K
$239K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
398New |
$3.82K - $4.52K
|
398
$4.98K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
394+ 6.37% |
$3.78K - $4.47K
|
6.58K
$82.4K
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
390+ 2.99% |
$3.74K - $4.43K
|
13.4K
$168K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
380New |
$3.64K - $4.31K
|
380
$4.76K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
349+ 2.72% |
$3.35K - $3.96K
|
13.2K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
333+ 11.61% |
$3.19K - $3.78K
|
3.2K
$40.1K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
303+ 1.26% |
$2.91K - $3.44K
|
24.3K
$305K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
288+ 16.62% |
$2.76K - $3.27K
|
2.02K
$25.3K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
281+ 1.76% |
$2.69K - $3.19K
|
16.2K
$203K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
223New |
$2.14K - $2.53K
|
223
$2.79K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
217+ 108.5% |
$2.08K - $2.46K
|
417
$5.22K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 47.29% |
$1.75K - $2.08K
|
570
$7.14K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
170+ 2.23% |
$1.63K - $1.93K
|
7.79K
$97.6K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
169+ 3.9% |
$1.62K - $1.92K
|
4.5K
$56.4K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
168New |
$1.61K - $1.91K
|
168
$2.1K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
168+ 16.12% |
$1.61K - $1.91K
|
1.21K
$15.1K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
167New |
$1.6K - $1.9K
|
167
$2.09K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
161+ 23.5% |
$1.54K - $1.83K
|
846
$10.6K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
143+ 10.05% |
$1.37K - $1.62K
|
1.57K
$19.6K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.87% |
$1.37K - $1.62K
|
7.79K
$97.6K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
137+ 0.96% |
$1.31K - $1.55K
|
14.5K
$181K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
135+ 1.18% |
$1.29K - $1.53K
|
11.5K
$144K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
133+ 4.92% |
$1.28K - $1.51K
|
2.84K
$35.5K
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
131+ 1.12% |
$1.26K - $1.49K
|
11.9K
$148K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
131+ 4.17% |
$1.26K - $1.49K
|
3.27K
$41K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
127+ 6.02% |
$1.22K - $1.44K
|
2.24K
$28K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
126New |
$1.21K - $1.43K
|
126
$1.58K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
125New |
$1.2K - $1.42K
|
125
$1.57K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
122+ 16.44% |
$1.17K - $1.38K
|
864
$10.8K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
114+ 3.55% |
$1.09K - $1.29K
|
3.32K
$41.6K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 1.08% |
$1.09K - $1.29K
|
10.7K
$133K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
112+ 3.17% |
$1.07K - $1.27K
|
3.65K
$45.6K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
109+ 26.08% |
$1.05K - $1.24K
|
527
$6.6K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107+ 3.12% |
$1.03K - $1.21K
|
3.54K
$44.3K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.13% |
$959 - $1.14K
|
74.3K
$930K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 5.57% |
$959 - $1.14K
|
1.9K
$23.7K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
98+ 17.41% |
$940 - $1.11K
|
661
$8.28K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97+ 0.44% |
$930 - $1.1K
|
21.9K
$275K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90+ 14.33% |
$863 - $1.02K
|
718
$8.99K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
88+ 0.7% |
$844 - $999
|
12.7K
$159K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
88+ 10.49% |
$844 - $999
|
927
$11.6K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
78+ 50.32% |
$748 - $885
|
233
$2.92K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
73+ 3.56% |
$700 - $829
|
2.12K
$26.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
69New |
$662 - $783
|
69
$864
|