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
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.49K- 6.35% |
$58.6K - $76.3K
|
21.9K
$603K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.5K- 6.33% |
$59K - $76.9K
|
22.2K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.5K- 14.27% |
$59.1K - $76.9K
|
9.01K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.53K- 2.18% |
$60.3K - $78.6K
|
68.7K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.54K- 2.65% |
$60.5K - $78.8K
|
56.5K
$1.55M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.54K- 5.88% |
$60.7K - $79K
|
24.6K
$677K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.55K- 6.49% |
$60.9K - $79.3K
|
22.3K
$611K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.55K- 5.16% |
$61.1K - $79.5K
|
28.5K
$782K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 13.33% |
$61.1K - $79.6K
|
10.1K
$277K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.55K- 1.93% |
$61.1K - $79.6K
|
78.7K
$2.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-1.56K- 2.41% |
$61.3K - $79.7K
|
63.1K
$1.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.57K- 3.45% |
$61.6K - $80.3K
|
43.7K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 9.13% |
$62.9K - $81.9K
|
15.9K
$437K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 21.09% |
$63K - $82K
|
5.99K
$164K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-1.6K- 1.86% |
$63K - $82K
|
84.6K
$2.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.61K- 8.85% |
$63.3K - $82.4K
|
16.5K
$454K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.61K- 7.36% |
$63.5K - $82.6K
|
20.3K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.62K- 10.86% |
$63.9K - $83.2K
|
13.3K
$366K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.64K- 2.96% |
$64.5K - $84K
|
53.7K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.65K- 2.65% |
$64.8K - $84.4K
|
60.5K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.65K- 4.76% |
$64.8K - $84.4K
|
32.9K
$904K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 21.33% |
$65.1K - $84.8K
|
6.1K
$167K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.65K- 11.45% |
$65.2K - $84.8K
|
12.8K
$351K
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.66K- 1.3% |
$65.3K - $85.1K
|
126K
$3.45M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.67K- 13.45% |
$65.7K - $85.5K
|
10.7K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.68K- 5.65% |
$66.1K - $86K
|
28K
$770K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.69K- 4.75% |
$66.5K - $86.6K
|
33.9K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.69K- 23.49% |
$66.5K - $86.6K
|
5.5K
$151K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.7K- 1.12% |
$66.9K - $87.1K
|
150K
$4.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.7K- 3.33% |
$67K - $87.2K
|
49.4K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.71K- 2.44% |
$67.4K - $87.7K
|
68.6K
$1.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.72K- 5.74% |
$67.6K - $87.9K
|
28.1K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.72K- 2.57% |
$67.7K - $88.2K
|
65.2K
$1.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-1.72K- 11.75% |
$67.8K - $88.2K
|
12.9K
$355K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.73K- 5.9% |
$68.1K - $88.6K
|
27.6K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-1.74K- 2.35% |
$68.5K - $89.2K
|
72.4K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.74K- 5.81% |
$68.6K - $89.3K
|
28.2K
$775K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.75K- 0.41% |
$69.1K - $89.9K
|
422K
$11.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.76K- 3.17% |
$69.3K - $90.2K
|
53.8K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.76K- 6.94% |
$69.3K - $90.2K
|
23.6K
$648K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.76K- 17.86% |
$69.4K - $90.3K
|
8.1K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 0.65% |
$69.5K - $90.5K
|
270K
$7.4M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 24.55% |
$69.9K - $91K
|
5.45K
$150K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.78K- 19.74% |
$70.1K - $91.2K
|
7.23K
$199K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.78K- 3.83% |
$70.2K - $91.4K
|
44.8K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.81K- 0.23% |
$71.3K - $92.9K
|
770K
$21.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.82K- 6.26% |
$71.8K - $93.5K
|
27.3K
$750K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.83K- 2.29% |
$72.1K - $93.8K
|
78.2K
$2.15M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.83K- 22.72% |
$72.2K - $94K
|
6.24K
$171K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 85.35% |
$72.3K - $94.1K
|
315
$8.65K
|