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 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
213+ 0.51% |
$8.39K - $10.9K
|
41.8K
$1.12M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
212+ 1.14% |
$8.35K - $10.9K
|
18.8K
$503K
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
210+ 0.87% |
$8.27K - $10.8K
|
24.4K
$652K
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
209+ 2.03% |
$8.23K - $10.7K
|
10.5K
$281K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
208+ 3.52% |
$8.19K - $10.7K
|
6.12K
$163K
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
204+ 1.45% |
$8.04K - $10.5K
|
14.3K
$382K
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
203+ 1.24% |
$8K - $10.4K
|
16.5K
$442K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
203+ 3.22% |
$8K - $10.4K
|
6.5K
$174K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
203+ 0.39% |
$8K - $10.4K
|
51.6K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
202+ 0.26% |
$7.96K - $10.4K
|
78K
$2.08M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
201+ 8.99% |
$7.92K - $10.3K
|
2.44K
$65.1K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
200New |
$7.88K - $10.3K
|
200
$5.34K
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
198+ 0.24% |
$7.8K - $10.2K
|
81.6K
$2.18M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
197+ 3.61% |
$7.76K - $10.1K
|
5.65K
$151K
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
188+ 0.47% |
$7.41K - $9.64K
|
40.4K
$1.08M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
187+ 0.38% |
$7.37K - $9.59K
|
49.2K
$1.32M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
186+ 2.8% |
$7.33K - $9.54K
|
6.84K
$183K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
185+ 1.28% |
$7.29K - $9.49K
|
14.6K
$390K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
181+ 0.35% |
$7.13K - $9.28K
|
51.9K
$1.39M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180+ 2.68% |
$7.09K - $9.23K
|
6.9K
$184K
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
176+ 1.77% |
$6.93K - $9.03K
|
10.1K
$270K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
176+ 5.23% |
$6.93K - $9.03K
|
3.54K
$94.6K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
174+ 3.5% |
$6.85K - $8.92K
|
5.15K
$138K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
172+ 0.23% |
$6.78K - $8.82K
|
74.6K
$1.99M
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
170+ 6.53% |
$6.7K - $8.72K
|
2.77K
$74.1K
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
169+ 0.97% |
$6.66K - $8.67K
|
17.5K
$468K
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
167+ 1.57% |
$6.58K - $8.56K
|
10.8K
$289K
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
162+ 0.89% |
$6.38K - $8.31K
|
18.4K
$491K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
158+ 7.15% |
$6.22K - $8.1K
|
2.37K
$63.3K
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
158+ 0.26% |
$6.22K - $8.1K
|
60.2K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
158+ 0.05% |
$6.22K - $8.1K
|
314K
$8.38M
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
157+ 2.67% |
$6.18K - $8.05K
|
6.04K
$161K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
156+ 0.87% |
$6.14K - $8K
|
18K
$482K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
153+ 0.87% |
$6.03K - $7.85K
|
17.7K
$473K
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
150+ 0.59% |
$5.91K - $7.69K
|
25.6K
$684K
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
147+ 0.82% |
$5.79K - $7.54K
|
18.1K
$483K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
144+ 0.42% |
$5.67K - $7.38K
|
34.5K
$921K
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
141+ 0.64% |
$5.55K - $7.23K
|
22.3K
$596K
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
140+ 1.17% |
$5.51K - $7.18K
|
12.1K
$324K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
140+ 1.38% |
$5.51K - $7.18K
|
10.3K
$275K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
135+ 0.41% |
$5.32K - $6.92K
|
33K
$883K
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
133+ 0.78% |
$5.24K - $6.82K
|
17.1K
$457K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
132+ 0.37% |
$5.2K - $6.77K
|
35.8K
$957K
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
131+ 0.58% |
$5.16K - $6.72K
|
22.8K
$608K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
127+ 1.27% |
$5K - $6.51K
|
10.1K
$270K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
125+ 1.28% |
$4.92K - $6.41K
|
9.86K
$264K
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
125+ 0.05% |
$4.92K - $6.41K
|
251K
$6.71M
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
120+ 0.35% |
$4.73K - $6.15K
|
34K
$909K
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
119+ 1.27% |
$4.69K - $6.1K
|
9.52K
$254K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
119+ 0.21% |
$4.69K - $6.1K
|
56.4K
$1.51M
|