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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.35K+ 29.2% |
$92.7K - $121K
|
10.4K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.35K+ 43.62% |
$92.6K - $121K
|
7.74K
$201K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.34K+ 22.73% |
$92K - $120K
|
12.6K
$328K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.33K+ 21.46% |
$91.8K - $120K
|
13.2K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.33K+ 13.98% |
$91.7K - $119K
|
19K
$494K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.32K+ 2.25% |
$91.3K - $119K
|
105K
$2.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.31K+ 21.4% |
$90.8K - $118K
|
13.1K
$340K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.31K+ 0.69% |
$90.8K - $118K
|
337K
$8.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.3K+ 16.82% |
$90.6K - $118K
|
16K
$416K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.3K+ 32.86% |
$90.6K - $118K
|
9.3K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.29K+ 2.39% |
$90.3K - $118K
|
98.3K
$2.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 1.19% |
$89.9K - $117K
|
193K
$5.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.27K+ 6.08% |
$89.5K - $116K
|
39.6K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.27K+ 8.23% |
$89.4K - $116K
|
29.9K
$777K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.27K+ 3.32% |
$89.4K - $116K
|
70.7K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.27K+ 54.49% |
$89.4K - $116K
|
6.43K
$167K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26K+ 0.68% |
$88.9K - $116K
|
336K
$8.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.25K+ 27.57% |
$88.5K - $115K
|
10.4K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.24K+ 43.37% |
$88K - $115K
|
7.39K
$192K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.2K+ 0.61% |
$86.7K - $113K
|
365K
$9.49M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.19K+ 5.06% |
$86.2K - $112K
|
45.4K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.18K+ 5.84% |
$85.7K - $112K
|
39.4K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.16K+ 7.28% |
$85K - $111K
|
31.8K
$827K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.15K+ 2.54% |
$84.8K - $110K
|
87.1K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.15K+ 2.22% |
$84.6K - $110K
|
98.8K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
2.15K+ 14.44% |
$84.5K - $110K
|
17K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.15K+ 3.26% |
$84.5K - $110K
|
68K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.14K+ 13.94% |
$84.3K - $110K
|
17.5K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.14K+ 1.2% |
$84.1K - $110K
|
179K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 14.87% |
$82.6K - $108K
|
16.2K
$422K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.01% |
$82.3K - $107K
|
54.2K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.09K+ 18.99% |
$82.2K - $107K
|
13.1K
$340K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.09K+ 8.7% |
$82.1K - $107K
|
26.1K
$678K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.09K+ 0.46% |
$82.1K - $107K
|
452K
$11.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.07K+ 4.61% |
$81.6K - $106K
|
47K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.06K+ 2.91% |
$80.9K - $105K
|
72.6K
$1.89M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.05K+ 14.04% |
$80.7K - $105K
|
16.6K
$433K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.05K+ 18.09% |
$80.6K - $105K
|
13.4K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.04K+ 3.0% |
$80.2K - $104K
|
69.9K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2K+ 8.2% |
$78.9K - $103K
|
26.4K
$687K
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
2K+ 3.02% |
$78.8K - $103K
|
68.2K
$1.77M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 3.48% |
$78.8K - $103K
|
59.5K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
2K+ 4.9% |
$78.7K - $103K
|
42.8K
$1.11M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.99K+ 4.54% |
$78.5K - $102K
|
45.9K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.99K+ 14.05% |
$78.3K - $102K
|
16.1K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.98KNew |
$77.9K - $101K
|
1.98K
$51.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.98K+ 8.38% |
$77.8K - $101K
|
25.6K
$665K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.97K+ 9.82% |
$77.7K - $101K
|
22.1K
$574K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.97K+ 0.42% |
$77.6K - $101K
|
477K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.96K+ 5.61% |
$77.4K - $101K
|
36.9K
$961K
|