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 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.74K- 23.79% |
$187K - $243K
|
15.2K
$417K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.86K- 6.66% |
$191K - $249K
|
68.1K
$1.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-4.88K- 9.42% |
$192K - $250K
|
46.9K
$1.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-4.93K- 9.8% |
$194K - $253K
|
45.4K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.94K- 26.51% |
$195K - $253K
|
13.7K
$376K
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-5K- 48.8% |
$197K - $256K
|
5.25K
$144K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.02K- 18.59% |
$198K - $258K
|
22K
$604K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.05K- 30.72% |
$199K - $259K
|
11.4K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.06K- 16.61% |
$199K - $260K
|
25.4K
$698K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.06K- 16.61% |
$199K - $260K
|
25.4K
$698K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-5.07K- 15.55% |
$200K - $260K
|
27.5K
$756K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.08K- 13.53% |
$200K - $261K
|
32.5K
$891K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5.1K- 12.89% |
$201K - $262K
|
34.5K
$946K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.1KClosed |
$201K - $262K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.12K- 16.43% |
$202K - $262K
|
26K
$715K
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-5.12K- 4.6% |
$202K - $263K
|
106K
$2.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.14K- 32.45% |
$202K - $263K
|
10.7K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.15K- 3.08% |
$203K - $264K
|
162K
$4.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-5.15K- 13.6% |
$203K - $264K
|
32.7K
$899K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.18K- 4.39% |
$204K - $266K
|
113K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.18K- 3.0% |
$204K - $266K
|
168K
$4.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-5.19K- 5.32% |
$204K - $266K
|
92.3K
$2.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5.19K- 3.09% |
$205K - $266K
|
163K
$4.47M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-5.2K- 4.22% |
$205K - $267K
|
118K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.2K- 5.29% |
$205K - $267K
|
93.1K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-5.22K- 11.4% |
$206K - $268K
|
40.5K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.22K- 20.46% |
$206K - $268K
|
20.3K
$558K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-5.27K- 6.57% |
$208K - $270K
|
75K
$2.06M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.32K- 7.13% |
$210K - $273K
|
69.2K
$1.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-5.43K- 17.93% |
$214K - $278K
|
24.8K
$682K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.45K- 0.95% |
$215K - $279K
|
565K
$15.5M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.52K- 13.59% |
$217K - $283K
|
35.1K
$963K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.55K- 0.7% |
$218K - $284K
|
788K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.62K- 5.92% |
$221K - $288K
|
89.4K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.65K- 19.16% |
$223K - $290K
|
23.9K
$655K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.75K- 6.96% |
$227K - $295K
|
76.9K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.76K- 9.62% |
$227K - $295K
|
54.1K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.83K- 22.11% |
$230K - $299K
|
20.5K
$564K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.86K- 8.89% |
$231K - $301K
|
60K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.89K- 59.61% |
$232K - $302K
|
3.99K
$110K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.9K- 3.14% |
$232K - $302K
|
182K
$4.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.93K- 6.29% |
$233K - $304K
|
88.3K
$2.42M
|
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-5.93K- 15.29% |
$233K - $304K
|
32.8K
$901K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-5.96K- 3.2% |
$235K - $306K
|
180K
$4.95M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.01K- 33.71% |
$237K - $308K
|
11.8K
$325K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.02K- 18.69% |
$237K - $309K
|
26.2K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-6.03K- 3.47% |
$237K - $309K
|
168K
$4.61M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6.04K- 2.76% |
$238K - $310K
|
212K
$5.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.06K- 3.64% |
$239K - $311K
|
160K
$4.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6.22K- 42.95% |
$245K - $319K
|
8.26K
$227K
|