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 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 3.48% |
$78.8K - $103K
|
59.5K
$1.42M
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
2K+ 4.9% |
$78.7K - $103K
|
42.8K
$1.02M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.99K+ 4.54% |
$78.5K - $102K
|
45.9K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.99K+ 14.05% |
$78.3K - $102K
|
16.1K
$385K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.98KNew |
$77.9K - $101K
|
1.98K
$47.2K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.98K+ 8.38% |
$77.8K - $101K
|
25.6K
$610K
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.97K+ 9.82% |
$77.7K - $101K
|
22.1K
$526K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.97K+ 0.42% |
$77.6K - $101K
|
477K
$11.4M
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.96K+ 5.61% |
$77.4K - $101K
|
36.9K
$882K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.96K+ 2.89% |
$77.2K - $101K
|
69.8K
$1.67M
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.95K+ 7.21% |
$76.8K - $99.9K
|
29K
$691K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.94K+ 10.64% |
$76.3K - $99.3K
|
20.1K
$480K
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.93K+ 2.53% |
$76.1K - $99.1K
|
78.2K
$1.87M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.93K+ 4.94% |
$76K - $99K
|
41K
$979K
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.92K+ 10.98% |
$75.7K - $98.5K
|
19.4K
$463K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.92K+ 25.65% |
$75.5K - $98.3K
|
9.39K
$224K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.92K+ 1.71% |
$75.4K - $98.2K
|
114K
$2.72M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.9K+ 1.57% |
$75K - $97.6K
|
123K
$2.94M
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.89K+ 11.79% |
$74.4K - $96.8K
|
17.9K
$427K
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.89K+ 3.98% |
$74.3K - $96.7K
|
49.3K
$1.18M
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.86K+ 0.54% |
$73.3K - $95.4K
|
349K
$8.34M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.86K+ 22.34% |
$73.2K - $95.3K
|
10.2K
$243K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.85K+ 0.57% |
$73K - $95K
|
330K
$7.87M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.83K+ 25.9% |
$72.2K - $93.9K
|
8.9K
$213K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.82K+ 4.74% |
$71.7K - $93.4K
|
40.3K
$961K
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.81K+ 27.75% |
$71.1K - $92.6K
|
8.31K
$198K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.8KNew |
$70.9K - $92.3K
|
1.8K
$43K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8K+ 5.86% |
$70.7K - $92.1K
|
32.4K
$774K
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
1.8K+ 12.56% |
$70.7K - $92K
|
16.1K
$384K
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.77K+ 1.76% |
$69.6K - $90.7K
|
102K
$2.43M
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
1.77K+ 39.73% |
$69.6K - $90.6K
|
6.22K
$148K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.77K+ 1.24% |
$69.5K - $90.5K
|
144K
$3.44M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 1.32% |
$68.9K - $89.7K
|
134K
$3.2M
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.73K+ 3.91% |
$68.1K - $88.6K
|
45.9K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.73K+ 28.79% |
$68.1K - $88.6K
|
7.73K
$185K
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.73K+ 30.03% |
$67.9K - $88.5K
|
7.47K
$178K
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.72K+ 13.69% |
$67.9K - $88.4K
|
14.3K
$342K
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.71K+ 40.93% |
$67.5K - $87.9K
|
5.9K
$141K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.71K+ 2.95% |
$67.5K - $87.8K
|
59.7K
$1.43M
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.71K+ 3.69% |
$67.2K - $87.5K
|
47.9K
$1.14M
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.7K+ 4.45% |
$67.1K - $87.3K
|
40K
$954K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.7K+ 9.76% |
$66.8K - $86.9K
|
19.1K
$455K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.69K+ 6.33% |
$66.6K - $86.8K
|
28.4K
$679K
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.68K+ 1.95% |
$66.1K - $86.1K
|
87.9K
$2.1M
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.65K+ 36.68% |
$64.9K - $84.5K
|
6.14K
$146K
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.63K+ 4.22% |
$64K - $83.3K
|
40.1K
$958K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.61K+ 5.0% |
$63.5K - $82.7K
|
33.9K
$809K
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.61K+ 20.24% |
$63.5K - $82.7K
|
9.58K
$229K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.61K+ 6.14% |
$63.4K - $82.5K
|
27.8K
$664K
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.6K+ 11.03% |
$63K - $82K
|
16.1K
$384K
|