Purchases and Sales Made in Q4 2022 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
41New |
$358 - $474
|
41
$513
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
39New |
$340 - $451
|
39
$488
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$314 - $416
|
36
$451
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
33New |
$288 - $381
|
33
$413
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 0.88% |
$253 - $335
|
3.31K
$41.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29+ 3.95% |
$253 - $335
|
763
$9.55K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 1.45% |
$244 - $324
|
1.96K
$24.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27+ 4.15% |
$235 - $312
|
677
$8.48K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27+ 8.16% |
$235 - $312
|
358
$4.48K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 1.6% |
$227 - $301
|
1.65K
$20.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 3.93% |
$227 - $301
|
687
$8.6K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
26+ 50.0% |
$227 - $301
|
78
$977
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24+ 2.01% |
$209 - $277
|
1.22K
$15.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
20New |
$174 - $231
|
20
$250
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$157 - $208
|
18
$225
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 1.16% |
$148 - $197
|
1.49K
$18.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 5.06% |
$140 - $185
|
332
$4.16K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13+ 260.0% |
$113 - $150
|
18
$225
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
12New |
$105 - $139
|
12
$150
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 1.3% |
$105 - $139
|
933
$11.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$95.9 - $127
|
11
$138
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9+ 0.48% |
$78.5 - $104
|
1.89K
$23.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.59% |
$78.5 - $104
|
1.54K
$19.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7New |
$61 - $80.9
|
7
$87.6
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$52.3 - $69.4
|
6
$75.1
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 4.46% |
$43.6 - $57.8
|
117
$1.46K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.36% |
$43.6 - $57.8
|
1.38K
$17.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5+ 0.01% |
$43.6 - $57.8
|
79.7K
$998K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5New |
$43.6 - $57.8
|
5
$62.6
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$34.9 - $46.2
|
4
$50.1
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.2% |
$34.9 - $46.2
|
2.02K
$25.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.13% |
$26.2 - $34.7
|
2.39K
$29.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 1.11% |
$26.2 - $34.7
|
274
$3.43K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3+ 0.0% |
$26.2 - $34.7
|
74.8K
$937K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.08% |
$17.4 - $23.1
|
2.45K
$30.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.92% |
$17.4 - $23.1
|
219
$2.74K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.97% |
$17.4 - $23.1
|
209
$2.62K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 2.13% |
$8.72 - $11.6
|
48
$601
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.56% |
$8.72 - $11.6
|
179
$2.24K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$8.72 - $11.6
|
153
$1.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.71% |
$8.72 - $11.6
|
142
$1.78K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.45% |
$8.72 - $11.6
|
70
$876
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1New |
$8.72 - $11.6
|
1
$12.5
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.59% |
$8.72 - $11.6
|
171
$2.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.1% |
$8.72 - $11.6
|
1.01K
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 4.0% |
$8.72 - $11.6
|
26
$326
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 1.18% |
$8.72 - $11.6
|
84
$1.05K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 0.08% |
$17.4 - $23.1
|
2.62K
$32.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 2.63% |
$17.4 - $23.1
|
74
$926
|