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 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
115+ 0.25% |
$4.53K - $5.9K
|
46.1K
$1.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
114+ 0.28% |
$4.49K - $5.85K
|
40.3K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
112+ 0.86% |
$4.41K - $5.74K
|
13.1K
$350K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
112+ 0.5% |
$4.41K - $5.74K
|
22.4K
$599K
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
109+ 1.01% |
$4.29K - $5.59K
|
10.9K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
109+ 0.15% |
$4.29K - $5.59K
|
73.6K
$1.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
105+ 2.7% |
$4.14K - $5.38K
|
3.99K
$107K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
105+ 1.31% |
$4.14K - $5.38K
|
8.09K
$216K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
105+ 1.48% |
$4.14K - $5.38K
|
7.21K
$193K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
104+ 0.95% |
$4.1K - $5.33K
|
11.1K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
103+ 31.02% |
$4.06K - $5.28K
|
435
$11.6K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
103+ 0.9% |
$4.06K - $5.28K
|
11.6K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
102+ 1.81% |
$4.02K - $5.23K
|
5.74K
$153K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
100+ 0.37% |
$3.94K - $5.13K
|
26.9K
$720K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
100+ 1.07% |
$3.94K - $5.13K
|
9.43K
$252K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
100+ 0.13% |
$3.94K - $5.13K
|
79.7K
$2.13M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 0.91% |
$3.94K - $5.13K
|
11K
$295K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 0.91% |
$3.94K - $5.13K
|
11K
$295K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
98+ 0.18% |
$3.86K - $5.03K
|
53.1K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
94New |
$3.7K - $4.82K
|
94
$2.51K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
94+ 0.53% |
$3.7K - $4.82K
|
17.9K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
91+ 0.47% |
$3.58K - $4.67K
|
19.4K
$519K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
90+ 0.46% |
$3.55K - $4.62K
|
19.5K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
88+ 1.37% |
$3.47K - $4.51K
|
6.51K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
87+ 0.27% |
$3.43K - $4.46K
|
32.4K
$865K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
84+ 0.13% |
$3.31K - $4.31K
|
63.5K
$1.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
84+ 0.4% |
$3.31K - $4.31K
|
21K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
83+ 0.24% |
$3.27K - $4.26K
|
35K
$936K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
82+ 0.91% |
$3.23K - $4.2K
|
9.08K
$243K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
81+ 0.79% |
$3.19K - $4.15K
|
10.3K
$275K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
81+ 0.99% |
$3.19K - $4.15K
|
8.28K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
79+ 0.19% |
$3.11K - $4.05K
|
40.8K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78+ 0.29% |
$3.07K - $4K
|
26.7K
$714K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
78+ 0.51% |
$3.07K - $4K
|
15.5K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
78+ 0.79% |
$3.07K - $4K
|
9.92K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
76+ 61.29% |
$2.99K - $3.9K
|
200
$5.34K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
73+ 1.47% |
$2.88K - $3.74K
|
5.02K
$134K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
73+ 0.36% |
$2.88K - $3.74K
|
20.2K
$539K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
73+ 1.19% |
$2.88K - $3.74K
|
6.2K
$166K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
73+ 0.6% |
$2.88K - $3.74K
|
12.3K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
71+ 0.05% |
$2.8K - $3.64K
|
140K
$3.75M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
67+ 4.42% |
$2.64K - $3.44K
|
1.58K
$42.3K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
67+ 0.97% |
$2.64K - $3.44K
|
6.99K
$187K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
66+ 0.88% |
$2.6K - $3.38K
|
7.58K
$202K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
66+ 0.54% |
$2.6K - $3.38K
|
12.4K
$331K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
64+ 0.5% |
$2.52K - $3.28K
|
12.8K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
61+ 0.27% |
$2.4K - $3.13K
|
22.6K
$605K
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
60+ 0.79% |
$2.36K - $3.08K
|
7.69K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
60+ 0.93% |
$2.36K - $3.08K
|
6.52K
$174K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
59+ 6.56% |
$2.32K - $3.03K
|
958
$25.6K
|