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 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
59+ 0.97% |
$2.32K - $3.03K
|
6.13K
$164K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
59+ 0.17% |
$2.32K - $3.03K
|
35.5K
$947K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
59+ 0.23% |
$2.32K - $3.03K
|
25.5K
$682K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
58+ 0.58% |
$2.28K - $2.97K
|
10.1K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
58+ 1.01% |
$2.28K - $2.97K
|
5.82K
$156K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
57+ 0.48% |
$2.25K - $2.92K
|
11.9K
$318K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56+ 0.07% |
$2.21K - $2.87K
|
86.2K
$2.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
54+ 0.53% |
$2.13K - $2.77K
|
10.3K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
54+ 1.0% |
$2.13K - $2.77K
|
5.46K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
53+ 0.74% |
$2.09K - $2.72K
|
7.25K
$194K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
52+ 0.3% |
$2.05K - $2.67K
|
17.2K
$460K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
50+ 0.69% |
$1.97K - $2.56K
|
7.28K
$194K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 0.41% |
$1.97K - $2.56K
|
12.2K
$326K
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
50+ 0.95% |
$1.97K - $2.56K
|
5.3K
$142K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 0.1% |
$1.97K - $2.56K
|
51.7K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
49+ 1.0% |
$1.93K - $2.51K
|
4.94K
$132K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
46+ 0.12% |
$1.81K - $2.36K
|
37K
$987K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.72% |
$1.77K - $2.31K
|
6.29K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45+ 0.88% |
$1.77K - $2.31K
|
5.13K
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
44+ 0.73% |
$1.73K - $2.26K
|
6.11K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
44+ 0.51% |
$1.73K - $2.26K
|
8.69K
$232K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
43+ 0.42% |
$1.69K - $2.21K
|
10.2K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
43+ 0.17% |
$1.69K - $2.21K
|
25.8K
$690K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
40+ 0.72% |
$1.58K - $2.05K
|
5.57K
$149K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 0.4% |
$1.42K - $1.85K
|
8.97K
$240K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
35+ 0.48% |
$1.38K - $1.79K
|
7.39K
$197K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
35+ 0.16% |
$1.38K - $1.79K
|
21.7K
$579K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.3% |
$1.38K - $1.79K
|
11.6K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.06% |
$1.38K - $1.79K
|
59.9K
$1.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
34+ 0.06% |
$1.34K - $1.74K
|
52.3K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
34+ 0.51% |
$1.34K - $1.74K
|
6.69K
$179K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
32+ 0.64% |
$1.26K - $1.64K
|
5.05K
$135K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
31+ 0.19% |
$1.22K - $1.59K
|
16.1K
$431K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
31+ 0.26% |
$1.22K - $1.59K
|
11.9K
$317K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
31+ 0.05% |
$1.22K - $1.59K
|
57K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31+ 0.1% |
$1.22K - $1.59K
|
31.6K
$843K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
30+ 0.15% |
$1.18K - $1.54K
|
19.9K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
30+ 0.27% |
$1.18K - $1.54K
|
11.2K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30+ 0.51% |
$1.18K - $1.54K
|
5.93K
$159K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
29+ 0.19% |
$1.14K - $1.49K
|
15.1K
$403K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
29+ 0.26% |
$1.14K - $1.49K
|
11.2K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.47% |
$1.1K - $1.44K
|
6.01K
$161K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
26+ 0.14% |
$1.02K - $1.33K
|
18.1K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.16% |
$985 - $1.28K
|
15.6K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25+ 49.02% |
$985 - $1.28K
|
76
$2.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.03% |
$945 - $1.23K
|
70K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
24+ 14.91% |
$945 - $1.23K
|
185
$4.94K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
24+ 0.3% |
$945 - $1.23K
|
7.97K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 0.39% |
$827 - $1.08K
|
5.38K
$144K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
20+ 0.18% |
$788 - $1.03K
|
10.9K
$292K
|