Latest Institutional Transactions on Viatris Inc (VTRS)
This table provides information on the latest institutional transactions involving Viatris Inc (VTRS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
73New |
$640 - $792
|
73
$852
|
|
Feb 14, 2024
Q4 2023
|
Jpb Foundation
New York, NY |
BUY
|
- |
75.6KNew |
$663K - $820K
|
75.6K
$882K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
250New |
$2.19K - $2.71K
|
250
$2.92K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
33+ 1.63% |
$289 - $358
|
2.05K
$24K
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
154KNew |
$1.35M - $1.67M
|
154K
$1.8M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-31.8K- 72.86% |
$278K - $344K
|
11.8K
$138K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5KNew |
$13.2K - $16.3K
|
1.5K
$17.5K
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-766K- 87.38% |
$6.72M - $8.31M
|
111K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
14KNew |
$122K - $151K
|
14K
$163K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-29.7K- 69.26% |
$260K - $322K
|
13.2K
$154K
|
|
Feb 12, 2024
Q4 2023
|
Cm Management, LLC
|
BUY
|
- |
75K+ 60.0% |
$658K - $814K
|
200K
$2.33M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
20KNew |
$175K - $217K
|
20K
$233K
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-455- 0.09% |
$3.99K - $4.94K
|
511K
$5.96M
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-893- 5.93% |
$7.83K - $9.69K
|
14.2K
$165K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.58K- 3.76% |
$13.9K - $17.1K
|
40.5K
$472K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-57- 11.22% |
$500 - $618
|
451
$5.26K
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
781New |
$6.85K - $8.47K
|
781
$9.11K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12New |
$105 - $130
|
12
$140
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-831- 24.61% |
$7.29K - $9.02K
|
2.55K
$29.7K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 8.58% |
$360 - $445
|
437
$5.1K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
69New |
$605 - $749
|
69
$805
|
|
Feb 07, 2024
Q4 2023
|
Monaco Asset Management Sam
|
SELL
|
CALL |
-25.4K- 15.97% |
$223K - $276K
|
134K
$1.56M
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-282- 0.49% |
$2.47K - $3.06K
|
56.8K
$662K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
53New |
$465 - $575
|
53
$619
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$26.3 - $32.6
|
3
$35
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-39.4K- 99.98% |
$346K - $428K
|
6
$70
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$61.4 - $76
|
7
$81.7
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
26New |
$228 - $282
|
26
$303
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12New |
$105 - $130
|
12
$140
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
52New |
$456 - $564
|
52
$607
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-57- 77.03% |
$500 - $618
|
17
$198
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-37- 71.15% |
$324 - $401
|
15
$175
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$105 - $130
|
12
$140
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$52.6 - $65.1
|
6
$70
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
112New |
$982 - $1.22K
|
112
$1.31K
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
12KNew |
$105K - $130K
|
12K
$140K
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-184- 0.36% |
$1.61K - $2K
|
50.8K
$593K
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 22.32% |
$219 - $271
|
87
$1.02K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
49.1K+ 27.97% |
$430K - $532K
|
224K
$2.62M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
323+ 1.93% |
$2.83K - $3.5K
|
17K
$199K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
73.7KNew |
$646K - $800K
|
73.7K
$860K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.5KNew |
$91.7K - $113K
|
10.5K
$122K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
606New |
$5.31K - $6.58K
|
606
$7.07K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-476- 3.27% |
$4.17K - $5.16K
|
14.1K
$164K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
112+ 9.17% |
$982 - $1.22K
|
1.33K
$15.6K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$14.4K - $17.8K
|
1.64K
$19.2K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
10.2KNew |
$89.2K - $110K
|
10.2K
$119K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
34+ 6.69% |
$298 - $369
|
542
$6.33K
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
BUY
|
- |
85.8K+ 32.07% |
$753K - $931K
|
354K
$4.13M
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-265- 51.46% |
$2.32K - $2.88K
|
250
$2.92K
|