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 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
993+ 15.56% |
$39.1K - $50.9K
|
7.38K
$197K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
978+ 14.95% |
$38.5K - $50.2K
|
7.52K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
972+ 16.74% |
$38.3K - $49.8K
|
6.78K
$181K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
969+ 3.1% |
$38.2K - $49.7K
|
32.2K
$860K
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
965+ 0.72% |
$38K - $49.5K
|
134K
$3.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
960+ 0.85% |
$37.8K - $49.2K
|
113K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
957+ 12.22% |
$37.7K - $49.1K
|
8.79K
$235K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
956+ 5.32% |
$37.7K - $49K
|
18.9K
$506K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
955+ 2.59% |
$37.6K - $49K
|
37.8K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
950+ 6.85% |
$37.4K - $48.7K
|
14.8K
$396K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
949+ 1.46% |
$37.4K - $48.7K
|
65.9K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
947+ 0.28% |
$37.3K - $48.6K
|
340K
$9.08M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
945+ 1.5% |
$37.2K - $48.5K
|
63.8K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
944+ 5.51% |
$37.2K - $48.4K
|
18.1K
$483K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
933+ 0.34% |
$36.8K - $47.8K
|
273K
$7.28M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
928+ 9.22% |
$36.6K - $47.6K
|
11K
$294K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
921+ 11.64% |
$36.3K - $47.2K
|
8.83K
$236K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
905+ 3.1% |
$35.6K - $46.4K
|
30.1K
$803K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
902+ 3.35% |
$35.5K - $46.3K
|
27.8K
$744K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
899+ 6.25% |
$35.4K - $46.1K
|
15.3K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
895+ 3.69% |
$35.3K - $45.9K
|
25.2K
$672K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
890+ 2.49% |
$35.1K - $45.6K
|
36.7K
$980K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
883+ 3.69% |
$34.8K - $45.3K
|
24.8K
$663K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
881+ 4.73% |
$34.7K - $45.2K
|
19.5K
$521K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
876+ 1.76% |
$34.5K - $44.9K
|
50.6K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
857+ 109.03% |
$33.8K - $43.9K
|
1.64K
$43.9K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
852+ 1.69% |
$33.6K - $43.7K
|
51.2K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
846+ 13.93% |
$33.3K - $43.4K
|
6.92K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
840+ 1.72% |
$33.1K - $43.1K
|
49.6K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
835+ 5.15% |
$32.9K - $42.8K
|
17K
$455K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
824+ 11.08% |
$32.5K - $42.3K
|
8.26K
$221K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
824+ 8.1% |
$32.5K - $42.3K
|
11K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
824+ 12.97% |
$32.5K - $42.3K
|
7.18K
$192K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
823+ 14.78% |
$32.4K - $42.2K
|
6.39K
$171K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
811+ 1.61% |
$31.9K - $41.6K
|
51.3K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
803+ 1.92% |
$31.6K - $41.2K
|
42.7K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
800+ 2.83% |
$31.5K - $41K
|
29K
$776K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
800+ 0.01% |
$31.5K - $41K
|
6.39M
$171M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
800+ 0.01% |
$31.5K - $41K
|
6.39M
$171M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
794+ 0.24% |
$31.3K - $40.7K
|
328K
$8.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
792+ 8.14% |
$31.2K - $40.6K
|
10.5K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
785+ 2.21% |
$30.9K - $40.3K
|
36.2K
$968K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
782+ 0.98% |
$30.8K - $40.1K
|
80.6K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
781+ 1.93% |
$30.8K - $40K
|
41.2K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
780+ 3.26% |
$30.7K - $40K
|
24.7K
$659K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
762+ 5.06% |
$30K - $39.1K
|
15.8K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
754+ 8.65% |
$29.7K - $38.7K
|
9.47K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
752+ 2.46% |
$29.6K - $38.6K
|
31.3K
$836K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
750+ 78.53% |
$29.5K - $38.5K
|
1.71K
$45.6K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
734+ 9.78% |
$28.9K - $37.6K
|
8.24K
$220K
|