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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
69+ 8.52% |
$662 - $783
|
879
$6.71K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
69New |
$662 - $783
|
69
$526
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
69+ 0.28% |
$662 - $783
|
24.8K
$189K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
67New |
$643 - $760
|
67
$511
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
62+ 0.24% |
$595 - $704
|
25.7K
$196K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
61+ 20.4% |
$585 - $692
|
360
$2.75K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
57+ 1.7% |
$547 - $647
|
3.42K
$26.1K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
57+ 335.29% |
$547 - $647
|
74
$565
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
53+ 4.58% |
$508 - $602
|
1.21K
$9.22K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
49New |
$470 - $556
|
49
$374
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.11% |
$384 - $454
|
37.9K
$289K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
38+ 5.07% |
$364 - $431
|
787
$6K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
37+ 57.81% |
$355 - $420
|
101
$771
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
34+ 33.33% |
$326 - $386
|
136
$1.04K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$288 - $341
|
30
$229
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29+ 15.1% |
$278 - $329
|
221
$1.69K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 10.27% |
$259 - $306
|
290
$2.21K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
23+ 0.69% |
$221 - $261
|
3.35K
$25.6K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
22+ 1.11% |
$211 - $250
|
2.01K
$15.4K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 0.78% |
$192 - $227
|
2.6K
$19.8K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 1.27% |
$192 - $227
|
1.59K
$12.2K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
19+ 0.92% |
$182 - $216
|
2.09K
$15.9K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
18+ 0.14% |
$173 - $204
|
12.7K
$97.3K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 2.2% |
$173 - $204
|
837
$6.39K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
17New |
$163 - $193
|
17
$130
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
16New |
$153 - $182
|
16
$122
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
15+ 1.35% |
$144 - $170
|
1.13K
$8.58K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 50.0% |
$134 - $159
|
42
$320
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.02% |
$125 - $148
|
65.2K
$497K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
12New |
$115 - $136
|
12
$91.6
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
12+ 0.01% |
$115 - $136
|
98.5K
$752K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 2.19% |
$115 - $136
|
560
$4.27K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
12+ 37.5% |
$115 - $136
|
44
$336
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
12+ 37.5% |
$115 - $136
|
44
$336
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.22% |
$95.9 - $114
|
4.46K
$34K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9+ 0.47% |
$86.3 - $102
|
1.93K
$14.7K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 1.03% |
$76.7 - $90.8
|
787
$6K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.85% |
$57.5 - $68.1
|
714
$5.45K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6New |
$57.5 - $68.1
|
6
$45.8
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.69% |
$48 - $56.8
|
731
$5.58K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.99% |
$48 - $56.8
|
508
$3.88K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.64% |
$48 - $56.8
|
788
$6.01K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 1.19% |
$38.4 - $45.4
|
339
$2.59K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.95% |
$38.4 - $45.4
|
425
$3.24K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.04% |
$38.4 - $45.4
|
10.8K
$82.2K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.63% |
$28.8 - $34.1
|
482
$3.68K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.18% |
$28.8 - $34.1
|
1.72K
$13.1K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.41% |
$28.8 - $34.1
|
216
$1.65K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 2.7% |
$28.8 - $34.1
|
114
$870
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.27% |
$19.2 - $22.7
|
159
$1.21K
|