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
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
30+ 0.27% |
$1.18K - $1.54K
|
11.2K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30+ 0.51% |
$1.18K - $1.54K
|
5.93K
$142K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
29+ 0.19% |
$1.14K - $1.49K
|
15.1K
$360K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
29+ 0.26% |
$1.14K - $1.49K
|
11.2K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.47% |
$1.1K - $1.44K
|
6.01K
$144K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
26+ 0.14% |
$1.02K - $1.33K
|
18.1K
$432K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.16% |
$985 - $1.28K
|
15.6K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25+ 49.02% |
$985 - $1.28K
|
76
$1.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.03% |
$945 - $1.23K
|
70K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
24+ 14.91% |
$945 - $1.23K
|
185
$4.42K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
24+ 0.3% |
$945 - $1.23K
|
7.97K
$190K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 0.39% |
$827 - $1.08K
|
5.38K
$128K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
20+ 0.18% |
$788 - $1.03K
|
10.9K
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20+ 0.35% |
$788 - $1.03K
|
5.75K
$137K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
20+ 1.01% |
$788 - $1.03K
|
2K
$47.7K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20+ 0.17% |
$788 - $1.03K
|
11.8K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
20+ 0.38% |
$788 - $1.03K
|
5.34K
$127K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19+ 0.11% |
$748 - $974
|
17.9K
$427K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19+ 0.07% |
$748 - $974
|
26.6K
$634K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
19+ 0.27% |
$748 - $974
|
7.18K
$171K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
18+ 0.17% |
$709 - $923
|
10.4K
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
17+ 0.03% |
$670 - $872
|
60.8K
$1.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17+ 0.3% |
$670 - $872
|
5.62K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.04% |
$670 - $872
|
44.5K
$1.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.2% |
$630 - $820
|
7.92K
$189K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 0.91% |
$630 - $820
|
1.77K
$42.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
15+ 0.24% |
$591 - $769
|
6.16K
$147K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
15+ 0.09% |
$591 - $769
|
17.1K
$409K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 0.11% |
$591 - $769
|
13.1K
$312K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 0.03% |
$591 - $769
|
52.5K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.25% |
$512 - $667
|
5.12K
$122K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.12% |
$512 - $667
|
10.4K
$249K
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
13+ 0.0% |
$512 - $667
|
680K
$16.2M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.07% |
$512 - $667
|
18.7K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13+ 1.03% |
$512 - $667
|
1.27K
$30.3K
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
13+ 0.11% |
$512 - $667
|
12.3K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
13+ 0.15% |
$512 - $667
|
8.89K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
12+ 0.15% |
$473 - $615
|
8.12K
$194K
|
|
|
May 22, 2023
Q1 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
11+ 1.04% |
$433 - $564
|
1.07K
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.98% |
$394 - $513
|
1.04K
$24.7K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10+ 0.72% |
$394 - $513
|
1.4K
$33.5K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
10+ 0.03% |
$394 - $513
|
39.3K
$937K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.06% |
$355 - $462
|
13.9K
$333K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.53% |
$355 - $462
|
1.7K
$40.5K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.14% |
$355 - $462
|
6.61K
$158K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
9+ 0.01% |
$355 - $462
|
64.6K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8+ 0.08% |
$315 - $410
|
10.4K
$249K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
8+ 0.05% |
$315 - $410
|
16.2K
$387K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7+ 0.65% |
$276 - $359
|
1.08K
$25.8K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.05% |
$276 - $359
|
13.3K
$319K
|