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 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
325+ 16.3% |
$12.8K - $16.7K
|
2.32K
$62K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
324+ 5.54% |
$12.8K - $16.6K
|
6.18K
$165K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
323+ 0.44% |
$12.7K - $16.6K
|
73.9K
$1.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
315+ 2.58% |
$12.4K - $16.2K
|
12.5K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
315+ 4.72% |
$12.4K - $16.2K
|
6.99K
$187K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
309+ 0.81% |
$12.2K - $15.8K
|
38.7K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
309+ 0.69% |
$12.2K - $15.8K
|
45.3K
$1.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
306+ 3.43% |
$12.1K - $15.7K
|
9.23K
$247K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
304+ 1.5% |
$12K - $15.6K
|
20.5K
$548K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 3.99% |
$11.8K - $15.4K
|
7.81K
$209K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
293+ 3.08% |
$11.5K - $15K
|
9.81K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
292+ 1.36% |
$11.5K - $15K
|
21.7K
$581K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
292+ 0.52% |
$11.5K - $15K
|
56.8K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
292+ 2.88% |
$11.5K - $15K
|
10.4K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
291+ 4.16% |
$11.5K - $14.9K
|
7.29K
$195K
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
290+ 0.38% |
$11.4K - $14.9K
|
76.8K
$2.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
287+ 0.47% |
$11.3K - $14.7K
|
61.9K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
287+ 2.41% |
$11.3K - $14.7K
|
12.2K
$326K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
285+ 1.43% |
$11.2K - $14.6K
|
20.2K
$540K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
284+ 0.36% |
$11.2K - $14.6K
|
79.9K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
283+ 1.35% |
$11.1K - $14.5K
|
21.3K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
283+ 0.74% |
$11.1K - $14.5K
|
38.8K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
278+ 2.89% |
$11K - $14.3K
|
9.89K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
275+ 1.56% |
$10.8K - $14.1K
|
17.9K
$478K
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
265+ 0.24% |
$10.4K - $13.6K
|
111K
$2.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
263+ 1.34% |
$10.4K - $13.5K
|
19.8K
$530K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
262+ 0.62% |
$10.3K - $13.4K
|
42.8K
$1.14M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
262+ 4.0% |
$10.3K - $13.4K
|
6.81K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
260+ 1.21% |
$10.2K - $13.3K
|
21.7K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
257+ 0.14% |
$10.1K - $13.2K
|
181K
$4.84M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
257+ 9.72% |
$10.1K - $13.2K
|
2.9K
$77.5K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
252+ 3.64% |
$9.93K - $12.9K
|
7.18K
$192K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
250+ 0.23% |
$9.85K - $12.8K
|
108K
$2.89M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
248+ 3.46% |
$9.77K - $12.7K
|
7.41K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
242+ 1.14% |
$9.53K - $12.4K
|
21.5K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
241+ 0.93% |
$9.49K - $12.4K
|
26K
$696K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
240+ 0.36% |
$9.45K - $12.3K
|
67.4K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
239+ 3.63% |
$9.41K - $12.3K
|
6.82K
$182K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
236+ 2.91% |
$9.3K - $12.1K
|
8.33K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
229+ 1.62% |
$9.02K - $11.7K
|
14.4K
$384K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
226+ 0.21% |
$8.9K - $11.6K
|
110K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
226+ 2.39% |
$8.9K - $11.6K
|
9.68K
$259K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
225+ 1.2% |
$8.86K - $11.5K
|
19K
$507K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
224+ 1.93% |
$8.82K - $11.5K
|
11.9K
$317K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
222+ 4.74% |
$8.74K - $11.4K
|
4.9K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
221+ 0.55% |
$8.71K - $11.3K
|
40.8K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 1.69% |
$8.67K - $11.3K
|
13.2K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
BUY
|
- |
219+ 0.45% |
$8.63K - $11.2K
|
49.4K
$1.32M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
216+ 1.12% |
$8.51K - $11.1K
|
19.5K
$520K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
215+ 2.04% |
$8.47K - $11K
|
10.7K
$287K
|