Purchases and Sales Made in Q1 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 2023. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.4K+ 16.16% |
$134K - $174K
|
24.4K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 81.35% |
$133K - $174K
|
7.54K
$196K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 3.98% |
$133K - $173K
|
88.1K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 4.37% |
$132K - $172K
|
80.1K
$2.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 13.85% |
$131K - $170K
|
27.3K
$710K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.32K+ 31.57% |
$131K - $170K
|
13.8K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.31K+ 1.11% |
$130K - $169K
|
302K
$7.85M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
3.3K+ 24.77% |
$130K - $169K
|
16.6K
$433K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
3.28K+ 11.84% |
$129K - $168K
|
31K
$806K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.26K+ 22.23% |
$128K - $167K
|
17.9K
$466K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.25K+ 15.75% |
$128K - $167K
|
23.9K
$622K
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 1.35% |
$128K - $166K
|
243K
$6.33M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.24K+ 26.06% |
$127K - $166K
|
15.6K
$407K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.23K+ 2.5% |
$127K - $166K
|
132K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.2K+ 1.78% |
$126K - $164K
|
183K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
3.19K+ 4.11% |
$125K - $163K
|
80.7K
$2.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.18K+ 32.54% |
$125K - $163K
|
12.9K
$337K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18K+ 35.04% |
$125K - $163K
|
12.2K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 5.18% |
$125K - $162K
|
64.3K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.15K+ 54.16% |
$124K - $162K
|
8.97K
$233K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.15K+ 54.16% |
$124K - $162K
|
8.97K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.15K+ 2.22% |
$124K - $161K
|
145K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.14K+ 10.99% |
$124K - $161K
|
31.7K
$826K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 4.26% |
$124K - $161K
|
76.9K
$2M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.12K+ 0.51% |
$123K - $160K
|
611K
$15.9M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.12K+ 9.62% |
$123K - $160K
|
35.5K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.1K+ 0.31% |
$122K - $159K
|
1.01M
$26.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.1K+ 1.59% |
$122K - $159K
|
197K
$5.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.06K+ 56.17% |
$121K - $157K
|
8.52K
$222K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.06K+ 2.3% |
$120K - $157K
|
136K
$3.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.05K+ 25.61% |
$120K - $156K
|
15K
$389K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
3.04K+ 11.22% |
$120K - $156K
|
30.1K
$784K
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
3.04K+ 3.21% |
$120K - $156K
|
97.5K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.03K+ 6.48% |
$119K - $155K
|
49.8K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.03K+ 0.98% |
$119K - $155K
|
311K
$8.09M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.02K+ 16.8% |
$119K - $155K
|
21K
$547K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.02K+ 7.02% |
$119K - $155K
|
46.1K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.02K+ 5.77% |
$119K - $155K
|
55.3K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
3.01K+ 3.08% |
$119K - $154K
|
101K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3K+ 11.22% |
$118K - $154K
|
29.8K
$774K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.98K+ 27.78% |
$117K - $153K
|
13.7K
$357K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
2.97K+ 17.41% |
$117K - $152K
|
20K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.97K+ 19.39% |
$117K - $152K
|
18.3K
$475K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.95K+ 2.89% |
$116K - $151K
|
105K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.95K+ 1.56% |
$116K - $151K
|
192K
$5M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.94KNew |
$116K - $151K
|
2.94K
$76.6K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.92K+ 4.83% |
$115K - $150K
|
63.3K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.91KNew |
$115K - $149K
|
2.91K
$75.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.88K+ 36.16% |
$114K - $148K
|
10.9K
$283K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.85K+ 50.34% |
$112K - $146K
|
8.52K
$222K
|