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 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-310- 1.06% |
$12.2K - $15.9K
|
28.9K
$773K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-312- 1.05% |
$12.3K - $16K
|
29.4K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-313- 4.9% |
$12.3K - $16.1K
|
6.07K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-314- 0.37% |
$12.4K - $16.1K
|
84K
$2.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-316- 2.34% |
$12.4K - $16.2K
|
13.2K
$352K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-318- 7.15% |
$12.5K - $16.3K
|
4.13K
$110K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-318- 0.09% |
$12.5K - $16.3K
|
340K
$9.08M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-320- 3.04% |
$12.6K - $16.4K
|
10.2K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-322- 0.94% |
$12.7K - $16.5K
|
34K
$910K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-322- 1.2% |
$12.7K - $16.5K
|
26.5K
$707K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-322- 3.27% |
$12.7K - $16.5K
|
9.53K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-325- 0.57% |
$12.8K - $16.7K
|
56.2K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-325- 52.0% |
$12.8K - $16.7K
|
300
$8.02K
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-325- 0.49% |
$12.8K - $16.7K
|
66.2K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-330- 4.3% |
$13K - $16.9K
|
7.34K
$196K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-332- 1.13% |
$13.1K - $17K
|
29.1K
$777K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-332- 1.93% |
$13.1K - $17K
|
16.9K
$451K
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-335- 2.84% |
$13.2K - $17.2K
|
11.5K
$306K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-335- 0.95% |
$13.2K - $17.2K
|
34.8K
$931K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-337- 4.26% |
$13.3K - $17.3K
|
7.58K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-338- 5.53% |
$13.3K - $17.3K
|
5.78K
$154K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-339- 2.61% |
$13.4K - $17.4K
|
12.7K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-341- 2.49% |
$13.4K - $17.5K
|
13.3K
$356K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-343- 2.08% |
$13.5K - $17.6K
|
16.2K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-343- 1.16% |
$13.5K - $17.6K
|
29.2K
$781K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-343- 0.46% |
$13.5K - $17.6K
|
75K
$2M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-345- 1.58% |
$13.6K - $17.7K
|
21.6K
$576K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-345- 3.84% |
$13.6K - $17.7K
|
8.63K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-350- 0.83% |
$13.8K - $17.9K
|
41.7K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-350- 74.0% |
$13.8K - $17.9K
|
123
$3.29K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-350- 0.58% |
$13.8K - $17.9K
|
59.7K
$1.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-362- 5.39% |
$14.3K - $18.6K
|
6.36K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-363- 6.23% |
$14.3K - $18.6K
|
5.46K
$146K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-365- 1.18% |
$14.4K - $18.7K
|
30.6K
$819K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-368- 0.46% |
$14.5K - $18.9K
|
80K
$2.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-369- 3.47% |
$14.5K - $18.9K
|
10.3K
$274K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-372- 4.18% |
$14.7K - $19.1K
|
8.52K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-374- 17.69% |
$14.7K - $19.2K
|
1.74K
$46.5K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-374- 3.82% |
$14.7K - $19.2K
|
9.41K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-376- 0.34% |
$14.8K - $19.3K
|
111K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-376- 6.41% |
$14.8K - $19.3K
|
5.49K
$147K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-382- 5.36% |
$15K - $19.6K
|
6.75K
$180K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-384- 25.57% |
$15.1K - $19.7K
|
1.12K
$29.9K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-384- 2.71% |
$15.1K - $19.7K
|
13.8K
$368K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-384- 0.63% |
$15.1K - $19.7K
|
60.6K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-387- 0.93% |
$15.2K - $19.8K
|
41.3K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-389- 3.35% |
$15.3K - $19.9K
|
11.2K
$300K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-389- 3.48% |
$15.3K - $19.9K
|
10.8K
$288K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-392- 5.02% |
$15.4K - $20.1K
|
7.42K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-394- 7.07% |
$15.5K - $20.2K
|
5.18K
$138K
|