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 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
615+ 1.51% |
$24.2K - $31.5K
|
41.3K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
606+ 7.72% |
$23.9K - $31.1K
|
8.45K
$226K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
605+ 0.71% |
$23.8K - $31K
|
85.7K
$2.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
603+ 8.15% |
$23.8K - $30.9K
|
8.01K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
603+ 1.37% |
$23.8K - $30.9K
|
44.6K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
600+ 0.55% |
$23.6K - $30.8K
|
110K
$2.95M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
600New |
$23.6K - $30.8K
|
600
$16K
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
592+ 11.67% |
$23.3K - $30.4K
|
5.67K
$151K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
591+ 0.59% |
$23.3K - $30.3K
|
101K
$2.7M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
BUY
|
- |
587+ 1.32% |
$23.1K - $30.1K
|
44.9K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
584+ 1.75% |
$23K - $29.9K
|
34K
$910K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
578+ 0.61% |
$22.8K - $29.6K
|
96K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
576+ 2.82% |
$22.7K - $29.5K
|
21K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
575+ 0.15% |
$22.6K - $29.5K
|
378K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
575+ 0.35% |
$22.6K - $29.5K
|
163K
$4.34M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
573+ 6.78% |
$22.6K - $29.4K
|
9.03K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
572+ 5.11% |
$22.5K - $29.3K
|
11.8K
$315K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
568+ 0.49% |
$22.4K - $29.1K
|
115K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
565+ 0.92% |
$22.3K - $29K
|
62K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
564+ 6.24% |
$22.2K - $28.9K
|
9.6K
$256K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
558+ 5.59% |
$22K - $28.6K
|
10.5K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
557+ 10.64% |
$21.9K - $28.6K
|
5.79K
$155K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
550+ 0.88% |
$21.7K - $28.2K
|
62.8K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
548+ 0.38% |
$21.6K - $28.1K
|
144K
$3.85M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
548+ 3.35% |
$21.6K - $28.1K
|
16.9K
$451K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
548+ 3.85% |
$21.6K - $28.1K
|
14.8K
$395K
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
545+ 0.21% |
$21.5K - $27.9K
|
260K
$6.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
543+ 0.36% |
$21.4K - $27.8K
|
149K
$3.99M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
536+ 0.88% |
$21.1K - $27.5K
|
61.6K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
536+ 9.09% |
$21.1K - $27.5K
|
6.43K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
533+ 2.79% |
$21K - $27.3K
|
19.6K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
530+ 0.79% |
$20.9K - $27.2K
|
67.8K
$1.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
528+ 2.15% |
$20.8K - $27.1K
|
25.1K
$670K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
526+ 0.8% |
$20.7K - $27K
|
66.4K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
524+ 1.17% |
$20.6K - $26.9K
|
45.3K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
521+ 6.35% |
$20.5K - $26.7K
|
8.73K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
520+ 1.66% |
$20.5K - $26.7K
|
31.9K
$853K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
520+ 0.8% |
$20.5K - $26.7K
|
65.2K
$1.74M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
518+ 3.45% |
$20.4K - $26.6K
|
15.5K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
516+ 0.29% |
$20.3K - $26.5K
|
176K
$4.71M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
512+ 3.72% |
$20.2K - $26.3K
|
14.3K
$381K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
503+ 6.82% |
$19.8K - $25.8K
|
7.88K
$211K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
503+ 1.37% |
$19.8K - $25.8K
|
37.3K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
502+ 4.85% |
$19.8K - $25.7K
|
10.9K
$290K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
502New |
$19.8K - $25.7K
|
502
$13.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
500+ 9.04% |
$19.7K - $25.6K
|
6.03K
$161K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 35.71% |
$19.7K - $25.6K
|
1.9K
$50.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
497+ 0.09% |
$19.6K - $25.5K
|
582K
$15.6M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
495+ 0.83% |
$19.5K - $25.4K
|
60.1K
$1.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
493+ 2.83% |
$19.4K - $25.3K
|
17.9K
$479K
|