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 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.9K- 3.0% |
$114K - $149K
|
93.8K
$2.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.92K- 6.31% |
$115K - $150K
|
43.4K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-2.93K- 1.71% |
$115K - $150K
|
169K
$4.64M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.95K- 4.12% |
$116K - $151K
|
68.7K
$1.89M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.96K- 1.92% |
$117K - $152K
|
151K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.97K- 2.6% |
$117K - $152K
|
111K
$3.05M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.99K- 3.31% |
$118K - $153K
|
87.3K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.99K- 5.58% |
$118K - $153K
|
50.5K
$1.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.99K- 20.74% |
$118K - $153K
|
11.4K
$314K
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-3K- 4.81% |
$118K - $154K
|
59.4K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-3.02K- 8.58% |
$119K - $155K
|
32.2K
$884K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3.06K- 44.25% |
$121K - $157K
|
3.86K
$106K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.09K- 4.27% |
$122K - $159K
|
69.3K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.1K- 7.6% |
$122K - $159K
|
37.7K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.13K- 13.99% |
$123K - $160K
|
19.2K
$528K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-3.15K- 0.87% |
$124K - $161K
|
359K
$9.86M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.16K- 0.34% |
$125K - $162K
|
927K
$25.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.17K- 24.79% |
$125K - $162K
|
9.6K
$264K
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-3.17K- 12.37% |
$125K - $163K
|
22.5K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.18K- 16.25% |
$125K - $163K
|
16.4K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.18K- 12.23% |
$125K - $163K
|
22.8K
$627K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.2K- 31.04% |
$126K - $164K
|
7.1K
$195K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.22K- 17.96% |
$127K - $165K
|
14.7K
$403K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.22K- 17.96% |
$127K - $165K
|
14.7K
$403K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.24K- 9.6% |
$128K - $166K
|
30.5K
$838K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.27K- 8.36% |
$129K - $168K
|
35.9K
$985K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-3.28K- 11.26% |
$129K - $168K
|
25.8K
$709K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.3K- 2.19% |
$130K - $169K
|
147K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.32K- 35.23% |
$131K - $170K
|
6.11K
$168K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.34K- 4.82% |
$131K - $171K
|
65.9K
$1.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-3.36K- 7.69% |
$132K - $172K
|
40.3K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.36K- 5.07% |
$132K - $172K
|
63K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 12.44% |
$133K - $173K
|
23.7K
$651K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.4K- 18.84% |
$134K - $174K
|
14.6K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.4K- 31.91% |
$134K - $174K
|
7.25K
$199K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-3.42K- 5.72% |
$135K - $176K
|
56.4K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.44K- 3.99% |
$135K - $176K
|
82.7K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.47K- 2.52% |
$137K - $178K
|
134K
$3.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.48K- 5.62% |
$137K - $179K
|
58.5K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.5K- 1.06% |
$138K - $180K
|
325K
$8.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.53K- 27.26% |
$139K - $181K
|
9.41K
$258K
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.54K- 2.43% |
$139K - $181K
|
142K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.54K- 1.36% |
$139K - $181K
|
256K
$7.03M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.6K- 5.69% |
$142K - $185K
|
59.7K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.61K- 15.72% |
$142K - $185K
|
19.3K
$531K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.62K- 0.62% |
$142K - $185K
|
581K
$15.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.62K- 6.03% |
$142K - $185K
|
56.3K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.65K- 23.08% |
$144K - $187K
|
12.2K
$334K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.65K- 28.62% |
$144K - $187K
|
9.1K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.67K- 11.27% |
$144K - $188K
|
28.9K
$793K
|