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
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-1.74K- 2.35% |
$68.5K - $89.2K
|
72.4K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.74K- 5.81% |
$68.6K - $89.3K
|
28.2K
$674K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.75K- 0.41% |
$69.1K - $89.9K
|
422K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.76K- 3.17% |
$69.3K - $90.2K
|
53.8K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.76K- 6.94% |
$69.3K - $90.2K
|
23.6K
$563K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.76K- 17.86% |
$69.4K - $90.3K
|
8.1K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 0.65% |
$69.5K - $90.5K
|
270K
$6.43M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 24.55% |
$69.9K - $91K
|
5.45K
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.78K- 19.74% |
$70.1K - $91.2K
|
7.23K
$173K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.78K- 3.83% |
$70.2K - $91.4K
|
44.8K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.81K- 0.23% |
$71.3K - $92.9K
|
770K
$18.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.82K- 6.26% |
$71.8K - $93.5K
|
27.3K
$652K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.82K- 20.65% |
$71.8K - $93.5K
|
7.01K
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.83K- 2.29% |
$72.1K - $93.8K
|
78.2K
$1.87M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.83K- 22.72% |
$72.2K - $94K
|
6.24K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 85.35% |
$72.3K - $94.1K
|
315
$7.52K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.84K- 0.48% |
$72.4K - $94.3K
|
382K
$9.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.85K- 3.83% |
$72.9K - $94.9K
|
46.4K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.86K- 6.61% |
$73.4K - $95.6K
|
26.3K
$629K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.87K- 1.99% |
$73.5K - $95.6K
|
91.6K
$2.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.87K- 9.93% |
$73.6K - $95.8K
|
16.9K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.87K- 4.0% |
$73.6K - $95.8K
|
44.9K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 2.69% |
$73.7K - $95.9K
|
67.6K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.87K- 1.51% |
$73.7K - $95.9K
|
122K
$2.91M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.88K- 0.86% |
$73.9K - $96.3K
|
216K
$5.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.88K- 1.78% |
$74.1K - $96.4K
|
104K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.89K- 5.04% |
$74.3K - $96.7K
|
35.5K
$848K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.91K- 6.69% |
$75.4K - $98.1K
|
26.7K
$637K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.92K- 6.42% |
$75.5K - $98.3K
|
27.9K
$667K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-1.93K- 26.4% |
$75.8K - $98.7K
|
5.37K
$128K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.93K- 5.51% |
$76K - $99K
|
33.1K
$789K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.95K- 19.46% |
$76.7K - $99.8K
|
8.06K
$192K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.95K- 2.85% |
$76.8K - $100K
|
66.5K
$1.59M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.95K- 16.09% |
$76.9K - $100K
|
10.2K
$243K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.97K- 1.22% |
$77.5K - $101K
|
160K
$3.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.98K- 2.18% |
$78K - $101K
|
88.6K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.98K- 25.52% |
$78K - $101K
|
5.78K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.99K- 22.71% |
$78.3K - $102K
|
6.77K
$162K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.01K- 4.01% |
$79.3K - $103K
|
48.3K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.02K- 17.18% |
$79.4K - $103K
|
9.72K
$232K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.04K- 21.42% |
$80.2K - $104K
|
7.47K
$178K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.04K- 23.33% |
$80.2K - $104K
|
6.7K
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 14.55% |
$80.6K - $105K
|
12K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.05K- 0.39% |
$80.7K - $105K
|
522K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.05K- 11.5% |
$80.9K - $105K
|
15.8K
$377K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.07K- 2.09% |
$81.6K - $106K
|
97.1K
$2.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.1K- 3.84% |
$82.7K - $108K
|
52.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.13K- 5.54% |
$83.7K - $109K
|
36.2K
$865K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.13K- 25.3% |
$84K - $109K
|
6.3K
$150K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.14K- 10.55% |
$84.3K - $110K
|
18.2K
$433K
|