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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-143- 2.08% |
$5.63K - $7.33K
|
6.75K
$161K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-145- 1.03% |
$5.71K - $7.44K
|
13.9K
$333K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-150- 0.99% |
$5.91K - $7.69K
|
15K
$358K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 0.28% |
$5.91K - $7.69K
|
53K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-150- 0.18% |
$5.91K - $7.69K
|
84.3K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 0.34% |
$5.91K - $7.69K
|
44.4K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-154- 0.55% |
$6.07K - $7.9K
|
28K
$667K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-155- 0.29% |
$6.11K - $7.95K
|
52.6K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-158- 1.43% |
$6.22K - $8.1K
|
10.9K
$259K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-160- 1.89% |
$6.3K - $8.2K
|
8.29K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-160- 0.94% |
$6.3K - $8.2K
|
16.9K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-163- 2.63% |
$6.42K - $8.36K
|
6.03K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-164- 2.7% |
$6.46K - $8.41K
|
5.92K
$141K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-165- 1.14% |
$6.5K - $8.46K
|
14.4K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-166- 0.28% |
$6.54K - $8.51K
|
59.3K
$1.42M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-166- 2.82% |
$6.54K - $8.51K
|
5.72K
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-168- 0.97% |
$6.62K - $8.62K
|
17.2K
$410K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-168- 1.12% |
$6.62K - $8.62K
|
14.8K
$354K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.05% |
$6.7K - $8.72K
|
16K
$381K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-170- 1.98% |
$6.7K - $8.72K
|
8.41K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-175- 0.34% |
$6.89K - $8.97K
|
51.8K
$1.24M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-177- 2.72% |
$6.97K - $9.08K
|
6.32K
$151K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-178- 0.64% |
$7.01K - $9.13K
|
27.7K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-180- 1.75% |
$7.09K - $9.23K
|
10.1K
$242K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-183- 0.68% |
$7.21K - $9.38K
|
26.8K
$640K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-184- 3.44% |
$7.25K - $9.44K
|
5.17K
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-184- 1.43% |
$7.25K - $9.44K
|
12.7K
$303K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-184- 1.71% |
$7.25K - $9.44K
|
10.6K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-187- 1.41% |
$7.37K - $9.59K
|
13.1K
$312K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-192- 1.56% |
$7.56K - $9.85K
|
12.1K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-197- 1.95% |
$7.76K - $10.1K
|
9.89K
$236K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-200- 0.72% |
$7.88K - $10.3K
|
27.7K
$662K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-200- 2.4% |
$7.88K - $10.3K
|
8.12K
$194K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-200- 0.63% |
$7.88K - $10.3K
|
31.4K
$751K
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-200- 0.79% |
$7.88K - $10.3K
|
25.3K
$603K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-200- 0.7% |
$7.88K - $10.3K
|
28.5K
$681K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-200- 0.37% |
$7.88K - $10.3K
|
54.5K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-200- 1.15% |
$7.88K - $10.3K
|
17.2K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-200- 1.51% |
$7.88K - $10.3K
|
13K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 0.16% |
$7.88K - $10.3K
|
123K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-200- 1.63% |
$7.88K - $10.3K
|
12.1K
$289K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-201- 0.32% |
$7.92K - $10.3K
|
63.5K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-201- 3.42% |
$7.92K - $10.3K
|
5.68K
$136K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-206- 1.68% |
$8.11K - $10.6K
|
12.1K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-207- 3.69% |
$8.15K - $10.6K
|
5.41K
$129K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-207- 2.28% |
$8.15K - $10.6K
|
8.88K
$212K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-208- 0.43% |
$8.19K - $10.7K
|
47.7K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-209- 0.67% |
$8.23K - $10.7K
|
31K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-209- 0.96% |
$8.23K - $10.7K
|
21.5K
$512K
|
|
|
May 15, 2023
Q1 2023
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-214- 0.15% |
$8.43K - $11K
|
142K
$3.38M
|