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 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-236- 0.22% |
$9.3K - $12.1K
|
107K
$2.86M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-237- 1.79% |
$9.34K - $12.2K
|
13K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-239- 0.11% |
$9.41K - $12.3K
|
209K
$5.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-239- 0.51% |
$9.41K - $12.3K
|
46.4K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-239- 3.65% |
$9.41K - $12.3K
|
6.3K
$168K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-240- 8.12% |
$9.45K - $12.3K
|
2.72K
$72.6K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-240- 8.12% |
$9.45K - $12.3K
|
2.72K
$72.6K
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-242- 3.35% |
$9.53K - $12.4K
|
6.98K
$186K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-243- 0.36% |
$9.57K - $12.5K
|
66.9K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-248- 0.37% |
$9.77K - $12.7K
|
67.6K
$1.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-248- 0.7% |
$9.77K - $12.7K
|
35.4K
$945K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-250- 0.95% |
$9.85K - $12.8K
|
26K
$694K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.78% |
$9.89K - $12.9K
|
13.8K
$369K
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-252- 4.46% |
$9.93K - $12.9K
|
5.4K
$144K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-253- 1.68% |
$9.97K - $13K
|
14.8K
$396K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-253- 1.26% |
$9.97K - $13K
|
19.8K
$530K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-254- 4.31% |
$10K - $13K
|
5.65K
$151K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-258- 1.35% |
$10.2K - $13.2K
|
18.8K
$504K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-258- 1.31% |
$10.2K - $13.2K
|
19.5K
$520K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-259- 3.09% |
$10.2K - $13.3K
|
8.12K
$217K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-259- 1.32% |
$10.2K - $13.3K
|
19.3K
$517K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-260- 0.88% |
$10.2K - $13.3K
|
29.4K
$785K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-261- 0.28% |
$10.3K - $13.4K
|
94K
$2.51M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-265- 0.2% |
$10.4K - $13.6K
|
134K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-268- 2.02% |
$10.6K - $13.7K
|
13K
$347K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-269- 1.38% |
$10.6K - $13.8K
|
19.2K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-269- 12.55% |
$10.6K - $13.8K
|
1.87K
$50.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-274- 1.2% |
$10.8K - $14.1K
|
22.6K
$604K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-275- 2.13% |
$10.8K - $14.1K
|
12.6K
$337K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-275- 3.05% |
$10.8K - $14.1K
|
8.75K
$234K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-282- 1.58% |
$11.1K - $14.5K
|
17.6K
$470K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-283- 3.91% |
$11.1K - $14.5K
|
6.96K
$186K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-286- 1.97% |
$11.3K - $14.7K
|
14.2K
$380K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-286- 2.06% |
$11.3K - $14.7K
|
13.6K
$363K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-290- 2.86% |
$11.4K - $14.9K
|
9.86K
$263K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-290- 34.24% |
$11.4K - $14.9K
|
557
$14.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-292- 2.38% |
$11.5K - $15K
|
12K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-294- 0.8% |
$11.6K - $15.1K
|
36.3K
$971K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-300- 1.5% |
$11.8K - $15.4K
|
19.7K
$527K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-300- 2.53% |
$11.8K - $15.4K
|
11.6K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-300- 0.93% |
$11.8K - $15.4K
|
31.8K
$850K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 2.35% |
$11.8K - $15.4K
|
12.5K
$333K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-302- 1.3% |
$11.9K - $15.5K
|
22.9K
$613K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-302- 3.97% |
$11.9K - $15.5K
|
7.3K
$195K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-306- 5.2% |
$12.1K - $15.7K
|
5.58K
$149K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-306- 2.0% |
$12.1K - $15.7K
|
15K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-307- 1.75% |
$12.1K - $15.7K
|
17.3K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-307- 3.24% |
$12.1K - $15.7K
|
9.17K
$245K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-307- 0.6% |
$12.1K - $15.7K
|
50.6K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-308- 1.08% |
$12.1K - $15.8K
|
28.2K
$755K
|