Purchases and Sales Made in Q4 2023 in Viatris Inc (VTRS)
This table provides information about the institutional ownership of Viatris Inc (VTRS) during Q4 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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
39New |
$342 - $423
|
39
$395
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 1.36% |
$333 - $412
|
2.84K
$28.7K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
34+ 6.69% |
$298 - $369
|
542
$5.49K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
33+ 1.63% |
$289 - $358
|
2.05K
$20.8K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 22.76% |
$246 - $304
|
151
$1.53K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
26+ 11.26% |
$228 - $282
|
257
$2.6K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
26New |
$228 - $282
|
26
$263
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 5.19% |
$219 - $271
|
507
$5.13K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
23+ 2300.0% |
$202 - $250
|
24
$243
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20+ 0.73% |
$175 - $217
|
2.76K
$27.9K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19+ 29.69% |
$167 - $206
|
83
$840
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
19+ 0.42% |
$167 - $206
|
4.54K
$46K
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16New |
$140 - $174
|
16
$162
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 1.61% |
$140 - $174
|
1.01K
$10.2K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15New |
$132 - $163
|
15
$152
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13+ 0.54% |
$114 - $141
|
2.43K
$24.6K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.02% |
$114 - $141
|
66.1K
$669K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.21% |
$114 - $141
|
1.09K
$11K
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
12+ 1.14% |
$105 - $130
|
1.06K
$10.8K
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$105 - $130
|
12
$121
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12New |
$105 - $130
|
12
$121
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
12New |
$105 - $130
|
12
$121
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12New |
$105 - $130
|
12
$121
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 0.52% |
$87.7 - $109
|
1.95K
$19.7K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.47% |
$78.9 - $97.6
|
1.91K
$19.4K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8New |
$70.2 - $86.8
|
8
$81
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 1.02% |
$70.2 - $86.8
|
795
$8.05K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 1.59% |
$61.4 - $76
|
447
$4.52K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$61.4 - $76
|
7
$70.8
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$52.6 - $65.1
|
6
$60.7
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
5+ 0.01% |
$43.8 - $54.3
|
42.3K
$428K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$26.3 - $32.6
|
3
$30.4
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.17% |
$26.3 - $32.6
|
1.72K
$17.4K
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3+ 2.27% |
$26.3 - $32.6
|
135
$1.37K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.98% |
$17.5 - $21.7
|
207
$2.09K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.26% |
$17.5 - $21.7
|
161
$1.63K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$17.5 - $21.7
|
129K
$1.3M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2New |
$17.5 - $21.7
|
2
$20.2
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 5.26% |
$17.5 - $21.7
|
40
$405
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$8.77 - $10.9
|
719
$7.28K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$8.77 - $10.9
|
1
$10.1
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.39% |
$8.77 - $10.9
|
73
$739
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1+ 0.0% |
$8.77 - $10.9
|
85K
$860K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.79% |
$8.77 - $10.9
|
127
$1.29K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$8.77 - $10.9
|
1
$10.1
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.32% |
$8.77 - $10.9
|
318
$3.22K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 1.79% |
$8.77 - $10.9
|
57
$577
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$8.77 - $10.9
|
18
$182
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 2.0% |
$8.77 - $10.9
|
51
$516
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1+ 0.43% |
$8.77 - $10.9
|
233
$2.36K
|