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 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 5.42% |
$60.7K - $79K
|
30K
$780K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 4.48% |
$60.3K - $78.6K
|
35.7K
$929K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.53K+ 8.35% |
$60.3K - $78.5K
|
19.8K
$516K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.52K+ 7.33% |
$60K - $78.1K
|
22.3K
$580K
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
1.52K+ 0.38% |
$59.9K - $78K
|
399K
$10.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 4.08% |
$59.2K - $77.1K
|
38.3K
$998K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1.5K+ 3.17% |
$59K - $76.9K
|
48.8K
$1.27M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.48KNew |
$58.5K - $76.1K
|
1.48K
$38.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
1.48K+ 3.1% |
$58.4K - $76K
|
49.4K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 8.27% |
$57.9K - $75.4K
|
19.3K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.46K+ 2.62% |
$57.5K - $74.9K
|
57.3K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.46K+ 21.63% |
$57.5K - $74.9K
|
8.21K
$214K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 7.8% |
$57.4K - $74.8K
|
20.2K
$525K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.46K+ 7.3% |
$57.4K - $74.7K
|
21.4K
$557K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.44K+ 3.33% |
$56.9K - $74K
|
44.9K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.43K+ 1.91% |
$56.4K - $73.5K
|
76.7K
$1.99M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.43K+ 6.99% |
$56.4K - $73.4K
|
21.9K
$570K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.41K+ 6.5% |
$55.6K - $72.4K
|
23.1K
$602K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.41K+ 30.24% |
$55.6K - $72.4K
|
6.08K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.41K+ 30.24% |
$55.6K - $72.4K
|
6.08K
$158K
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
1.4K+ 3.89% |
$55.2K - $71.8K
|
37.4K
$973K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.4K+ 5.35% |
$55.1K - $71.8K
|
27.6K
$717K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.4K+ 2.63% |
$55K - $71.6K
|
54.5K
$1.42M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.39K+ 31.72% |
$54.9K - $71.4K
|
5.79K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.38K+ 38.21% |
$54.2K - $70.6K
|
4.98K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.38K+ 1449.47% |
$54.2K - $70.6K
|
1.47K
$38.3K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
1.36K+ 0.95% |
$53.7K - $69.9K
|
145K
$3.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.34K+ 20.56% |
$52.9K - $68.9K
|
7.87K
$205K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 5.31% |
$52.8K - $68.8K
|
26.6K
$692K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.34K+ 8.42% |
$52.6K - $68.5K
|
17.2K
$447K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.33K+ 1.08% |
$52.3K - $68K
|
124K
$3.22M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.33K+ 3.16% |
$52.3K - $68K
|
43.3K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 6.18% |
$51.8K - $67.5K
|
22.6K
$588K
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.3K+ 1.81% |
$51.1K - $66.6K
|
72.9K
$1.9M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.3K+ 1.81% |
$51.1K - $66.6K
|
72.9K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.29K+ 6.89% |
$50.7K - $65.9K
|
19.9K
$519K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.28K+ 2.8% |
$50.5K - $65.7K
|
47.1K
$1.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.28K+ 0.69% |
$50.5K - $65.7K
|
187K
$4.86M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1.28K+ 8.41% |
$50.5K - $65.7K
|
16.5K
$430K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.28K+ 1.24% |
$50.4K - $65.6K
|
105K
$2.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 7.37% |
$50.3K - $65.5K
|
18.6K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 2.68% |
$50.1K - $65.2K
|
48.7K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.27KNew |
$50K - $65.1K
|
1.27K
$33K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.27K+ 5.01% |
$49.9K - $65K
|
26.6K
$691K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.26K+ 0.37% |
$49.6K - $64.6K
|
342K
$8.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.26K+ 7.82% |
$49.6K - $64.5K
|
17.4K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.26K+ 4.12% |
$49.5K - $64.5K
|
31.8K
$827K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.26K+ 0.24% |
$49.4K - $64.4K
|
525K
$13.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.25K+ 1.26% |
$49.2K - $64K
|
100K
$2.6M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.24K+ 7.64% |
$48.9K - $63.6K
|
17.5K
$455K
|