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 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.29K- 8.14% |
$90.2K - $117K
|
25.8K
$710K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.3K- 2.27% |
$90.5K - $118K
|
98.7K
$2.71M
|
|
|
May 04, 2023
Q1 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-2.3K- 1.54% |
$90.6K - $118K
|
147K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.3K- 16.98% |
$90.6K - $118K
|
11.3K
$309K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.3K- 2.95% |
$90.7K - $118K
|
75.9K
$2.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 2.99% |
$90.8K - $118K
|
74.7K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.34K- 4.59% |
$92K - $120K
|
48.6K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.34K- 30.89% |
$92.3K - $120K
|
5.24K
$144K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.35K- 3.36% |
$92.7K - $121K
|
67.8K
$1.86M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.35K- 4.12% |
$92.7K - $121K
|
54.8K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.36K- 3.74% |
$92.8K - $121K
|
60.7K
$1.67M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 6.77% |
$94.9K - $124K
|
33.2K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.42K- 2.26% |
$95.4K - $124K
|
105K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.42K- 5.62% |
$95.4K - $124K
|
40.7K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.42K- 1.76% |
$95.5K - $124K
|
135K
$3.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.45K- 10.14% |
$96.4K - $126K
|
21.7K
$595K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.45K- 12.1% |
$96.5K - $126K
|
17.8K
$489K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.47K- 9.02% |
$97.4K - $127K
|
25K
$685K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.49K- 17.88% |
$97.9K - $127K
|
11.4K
$314K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.49K- 5.77% |
$98.2K - $128K
|
40.7K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.51K- 14.38% |
$98.9K - $129K
|
14.9K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.53K- 4.2% |
$99.5K - $130K
|
57.6K
$1.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.54K- 24.6% |
$99.9K - $130K
|
7.77K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.54K- 2.58% |
$99.9K - $130K
|
95.9K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.55K- 5.01% |
$100K - $131K
|
48.4K
$1.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.56K- 16.35% |
$101K - $131K
|
13.1K
$359K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.56K- 0.46% |
$101K - $131K
|
551K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.56K- 5.72% |
$101K - $131K
|
42.2K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.57K- 3.55% |
$101K - $132K
|
69.8K
$1.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.58K- 3.32% |
$102K - $132K
|
75K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.62K- 2.41% |
$103K - $134K
|
106K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.62K- 2.88% |
$103K - $135K
|
88.6K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.63K- 14.05% |
$103K - $135K
|
16.1K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.63K- 6.61% |
$104K - $135K
|
37.2K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.64K- 4.48% |
$104K - $136K
|
56.3K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.68K- 21.44% |
$106K - $137K
|
9.82K
$270K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.69K- 15.67% |
$106K - $138K
|
14.5K
$397K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.71K- 1.48% |
$107K - $139K
|
181K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.73K- 18.77% |
$108K - $140K
|
11.8K
$324K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.78K- 10.07% |
$110K - $143K
|
24.8K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 15.13% |
$110K - $143K
|
15.6K
$429K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.8K- 10.99% |
$110K - $144K
|
22.7K
$623K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.8K- 6.0% |
$110K - $144K
|
43.9K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.81K- 4.84% |
$111K - $144K
|
55.2K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-2.82K- 14.86% |
$111K - $145K
|
16.2K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.85K- 23.51% |
$112K - $146K
|
9.28K
$255K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.87K- 1.06% |
$113K - $147K
|
268K
$7.35M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.87K- 9.85% |
$113K - $147K
|
26.3K
$722K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.89K- 6.63% |
$114K - $148K
|
40.6K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.89K- 6.49% |
$114K - $148K
|
41.7K
$1.14M
|