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 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-485- 19.85% |
$19.1K - $24.9K
|
1.96K
$46.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-486- 8.86% |
$19.1K - $24.9K
|
5K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-487- 3.37% |
$19.2K - $25K
|
13.9K
$333K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-491- 2.54% |
$19.3K - $25.2K
|
18.8K
$449K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-495- 0.7% |
$19.5K - $25.4K
|
70K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-495- 7.55% |
$19.5K - $25.4K
|
6.06K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-495- 1.14% |
$19.5K - $25.4K
|
42.9K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-500- 1.19% |
$19.7K - $25.6K
|
41.7K
$995K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-500- 5.23% |
$19.7K - $25.6K
|
9.05K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-500- 6.91% |
$19.7K - $25.6K
|
6.74K
$161K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-502- 3.99% |
$19.8K - $25.7K
|
12.1K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-503- 7.96% |
$19.8K - $25.8K
|
5.81K
$139K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-508- 5.8% |
$20K - $26.1K
|
8.25K
$197K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-510- 0.99% |
$20.1K - $26.2K
|
50.8K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-512- 2.31% |
$20.2K - $26.3K
|
21.7K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-516- 0.46% |
$20.3K - $26.5K
|
113K
$2.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-517- 9.08% |
$20.4K - $26.5K
|
5.18K
$124K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-522- 4.1% |
$20.6K - $26.8K
|
12.2K
$291K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-525- 0.73% |
$20.7K - $26.9K
|
71.5K
$1.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-526- 2.53% |
$20.7K - $27K
|
20.3K
$485K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-526- 3.04% |
$20.7K - $27K
|
16.8K
$401K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-533- 2.49% |
$21K - $27.3K
|
20.9K
$498K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-537- 0.45% |
$21.2K - $27.5K
|
119K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-542- 2.54% |
$21.3K - $27.8K
|
20.8K
$497K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-545- 3.69% |
$21.5K - $27.9K
|
14.2K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-545- 1.13% |
$21.5K - $27.9K
|
47.7K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-546- 3.79% |
$21.5K - $28K
|
13.9K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-550- 6.27% |
$21.7K - $28.2K
|
8.22K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-550- 1.17% |
$21.7K - $28.2K
|
46.3K
$1.11M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-550- 5.5% |
$21.7K - $28.2K
|
9.44K
$225K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-552- 18.47% |
$21.7K - $28.3K
|
2.44K
$58.1K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-557- 8.6% |
$21.9K - $28.6K
|
5.92K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-557- 0.6% |
$21.9K - $28.6K
|
92.8K
$2.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-560- 4.54% |
$22.1K - $28.7K
|
11.8K
$281K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-561- 4.72% |
$22.1K - $28.8K
|
11.3K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-564- 17.36% |
$22.2K - $28.9K
|
2.69K
$64.1K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-565- 0.32% |
$22.3K - $29K
|
176K
$4.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-570- 3.94% |
$22.5K - $29.2K
|
13.9K
$332K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-571- 3.43% |
$22.5K - $29.3K
|
16.1K
$384K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-574- 2.72% |
$22.6K - $29.4K
|
20.5K
$489K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-577- 2.23% |
$22.7K - $29.6K
|
25.3K
$604K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-581- 5.17% |
$22.9K - $29.8K
|
10.6K
$254K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-581- 5.61% |
$22.9K - $29.8K
|
9.77K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-582- 0.78% |
$22.9K - $29.8K
|
74.4K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-584- 7.68% |
$23K - $29.9K
|
7.02K
$168K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-591- 2.72% |
$23.3K - $30.3K
|
21.2K
$505K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-594- 55.15% |
$23.4K - $30.5K
|
483
$11.5K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-595- 9.02% |
$23.4K - $30.5K
|
6K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-599- 1.11% |
$23.6K - $30.7K
|
53.1K
$1.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-600- 3.14% |
$23.6K - $30.8K
|
18.5K
$441K
|