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 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
49+ 19.76% |
$427 - $566
|
297
$2.63K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
47New |
$410 - $543
|
47
$417
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$410 - $543
|
47
$417
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
47New |
$410 - $543
|
47
$417
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
42New |
$366 - $486
|
42
$373
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
41New |
$358 - $474
|
41
$364
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
41New |
$358 - $474
|
41
$364
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
39New |
$340 - $451
|
39
$346
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$314 - $416
|
36
$319
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
33New |
$288 - $381
|
33
$293
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29+ 3.95% |
$253 - $335
|
763
$6.77K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 0.88% |
$253 - $335
|
3.31K
$29.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 1.45% |
$244 - $324
|
1.96K
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27+ 4.15% |
$235 - $312
|
677
$6K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27+ 8.16% |
$235 - $312
|
358
$3.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 3.93% |
$227 - $301
|
687
$6.09K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
26+ 50.0% |
$227 - $301
|
78
$692
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 1.6% |
$227 - $301
|
1.65K
$14.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24+ 2.01% |
$209 - $277
|
1.22K
$10.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
20New |
$174 - $231
|
20
$177
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$157 - $208
|
18
$160
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 1.16% |
$148 - $197
|
1.49K
$13.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 5.06% |
$140 - $185
|
332
$2.94K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13+ 260.0% |
$113 - $150
|
18
$160
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
12New |
$105 - $139
|
12
$106
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 1.3% |
$105 - $139
|
933
$8.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$95.9 - $127
|
11
$97.6
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9+ 0.48% |
$78.5 - $104
|
1.89K
$16.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.59% |
$78.5 - $104
|
1.54K
$13.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7New |
$61 - $80.9
|
7
$62.1
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$52.3 - $69.4
|
6
$53.2
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.36% |
$43.6 - $57.8
|
1.38K
$12.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5+ 0.01% |
$43.6 - $57.8
|
79.7K
$707K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5New |
$43.6 - $57.8
|
5
$44.3
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 4.46% |
$43.6 - $57.8
|
117
$1.04K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.2% |
$34.9 - $46.2
|
2.02K
$17.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$34.9 - $46.2
|
4
$35.5
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.13% |
$26.2 - $34.7
|
2.39K
$21.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3+ 0.0% |
$26.2 - $34.7
|
74.8K
$664K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 1.11% |
$26.2 - $34.7
|
274
$2.43K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.08% |
$17.4 - $23.1
|
2.45K
$21.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.92% |
$17.4 - $23.1
|
219
$1.94K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.97% |
$17.4 - $23.1
|
209
$1.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.1% |
$8.72 - $11.6
|
1.01K
$8.96K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.59% |
$8.72 - $11.6
|
171
$1.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1New |
$8.72 - $11.6
|
1
$8.87
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.56% |
$8.72 - $11.6
|
179
$1.59K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 4.0% |
$8.72 - $11.6
|
26
$231
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$8.72 - $11.6
|
153
$1.36K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.45% |
$8.72 - $11.6
|
70
$621
|