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 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-88- 0.24% |
$3.47K - $4.51K
|
37.3K
$997K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-89- 0.9% |
$3.51K - $4.56K
|
9.83K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-90- 0.13% |
$3.55K - $4.62K
|
68K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-91- 0.28% |
$3.58K - $4.67K
|
32.7K
$875K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-96- 0.94% |
$3.78K - $4.92K
|
10.1K
$270K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-96- 42.86% |
$3.78K - $4.92K
|
128
$3.42K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-97- 0.67% |
$3.82K - $4.97K
|
14.4K
$386K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-98- 0.87% |
$3.86K - $5.03K
|
11.2K
$300K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-99- 1.49% |
$3.9K - $5.08K
|
6.56K
$175K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-99- 0.71% |
$3.9K - $5.08K
|
13.9K
$372K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-99- 0.82% |
$3.9K - $5.08K
|
11.9K
$319K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-100- 0.65% |
$3.94K - $5.13K
|
15.3K
$409K
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-100- 0.19% |
$3.94K - $5.13K
|
52.4K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.94K - $5.13K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-100- 0.91% |
$3.94K - $5.13K
|
10.8K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-100- 1.06% |
$3.94K - $5.13K
|
9.34K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-100- 12.5% |
$3.94K - $5.13K
|
700
$18.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-101- 0.31% |
$3.98K - $5.18K
|
32.1K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-102- 2.33% |
$4.02K - $5.23K
|
4.28K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-102- 1.64% |
$4.02K - $5.23K
|
6.12K
$164K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-104- 1.23% |
$4.1K - $5.33K
|
8.35K
$223K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109- 11.93% |
$4.29K - $5.59K
|
805
$21.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-111- 1.52% |
$4.37K - $5.69K
|
7.18K
$192K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-113- 2.21% |
$4.45K - $5.79K
|
4.99K
$133K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-117- 0.17% |
$4.61K - $6K
|
69.1K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 1.66% |
$4.73K - $6.15K
|
7.09K
$189K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-121- 1.68% |
$4.77K - $6.2K
|
7.1K
$190K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-124- 37.69% |
$4.88K - $6.36K
|
205
$5.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125- 2.78% |
$4.92K - $6.41K
|
4.37K
$117K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-125- 0.31% |
$4.92K - $6.41K
|
39.7K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-126- 0.4% |
$4.96K - $6.46K
|
31.7K
$846K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-130- 0.09% |
$5.12K - $6.67K
|
141K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-134- 1.84% |
$5.28K - $6.87K
|
7.15K
$191K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-137- 0.43% |
$5.4K - $7.03K
|
31.9K
$853K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-139- 0.21% |
$5.48K - $7.13K
|
65.9K
$1.76M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-140- 15.52% |
$5.51K - $7.18K
|
762
$20.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-141- 0.97% |
$5.55K - $7.23K
|
14.4K
$386K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-143- 2.08% |
$5.63K - $7.33K
|
6.75K
$180K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-145- 1.03% |
$5.71K - $7.44K
|
13.9K
$373K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-150- 0.99% |
$5.91K - $7.69K
|
15K
$400K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 0.28% |
$5.91K - $7.69K
|
53K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-150- 0.18% |
$5.91K - $7.69K
|
84.3K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 0.34% |
$5.91K - $7.69K
|
44.4K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-154- 0.55% |
$6.07K - $7.9K
|
28K
$747K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-155- 0.29% |
$6.11K - $7.95K
|
52.6K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-158- 1.43% |
$6.22K - $8.1K
|
10.9K
$290K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-160- 1.89% |
$6.3K - $8.2K
|
8.29K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-160- 0.94% |
$6.3K - $8.2K
|
16.9K
$453K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-163- 2.63% |
$6.42K - $8.36K
|
6.03K
$161K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-164- 2.7% |
$6.46K - $8.41K
|
5.92K
$158K
|