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 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.55K- 0.7% |
$218K - $284K
|
788K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.62K- 5.92% |
$221K - $288K
|
89.4K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.65K- 19.16% |
$223K - $290K
|
23.9K
$569K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.75K- 6.96% |
$227K - $295K
|
76.9K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.76K- 9.62% |
$227K - $295K
|
54.1K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.83K- 22.11% |
$230K - $299K
|
20.5K
$490K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.86K- 8.89% |
$231K - $301K
|
60K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.89K- 59.61% |
$232K - $302K
|
3.99K
$95.3K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.9K- 3.14% |
$232K - $302K
|
182K
$4.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.93K- 6.29% |
$233K - $304K
|
88.3K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-5.93K- 15.29% |
$233K - $304K
|
32.8K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-5.96K- 3.2% |
$235K - $306K
|
180K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.01K- 33.71% |
$237K - $308K
|
11.8K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.02K- 18.69% |
$237K - $309K
|
26.2K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-6.03K- 3.47% |
$237K - $309K
|
168K
$4M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6.04K- 2.76% |
$238K - $310K
|
212K
$5.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.06K- 3.64% |
$239K - $311K
|
160K
$3.83M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6.22K- 42.95% |
$245K - $319K
|
8.26K
$197K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.29K- 16.15% |
$248K - $322K
|
32.6K
$779K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.29K- 13.66% |
$248K - $323K
|
39.8K
$950K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-6.3K- 6.55% |
$248K - $323K
|
89.9K
$2.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.33K- 12.83% |
$249K - $324K
|
43K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-6.38K- 24.08% |
$251K - $327K
|
20.1K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6.4K- 25.35% |
$252K - $328K
|
18.9K
$450K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-6.46K- 2.56% |
$254K - $331K
|
246K
$5.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-6.46K- 41.65% |
$255K - $331K
|
9.05K
$216K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.5K- 1.6% |
$256K - $333K
|
399K
$9.54M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-6.54K- 1.14% |
$258K - $335K
|
570K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.55K- 2.74% |
$258K - $336K
|
233K
$5.56M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.59K- 35.94% |
$260K - $338K
|
11.7K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.62K- 15.9% |
$261K - $339K
|
35K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.66K- 2.58% |
$262K - $342K
|
252K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.68K- 0.91% |
$263K - $343K
|
731K
$17.4M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-6.73K- 19.49% |
$265K - $345K
|
27.8K
$664K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6.74K- 0.96% |
$265K - $346K
|
699K
$16.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-6.74K- 33.97% |
$266K - $346K
|
13.1K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-6.77K- 1.38% |
$266K - $347K
|
485K
$11.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.83K- 4.47% |
$269K - $350K
|
146K
$3.48M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-6.85K- 10.25% |
$270K - $351K
|
60K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-6.95K- 4.43% |
$274K - $356K
|
150K
$3.58M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.98K- 2.07% |
$275K - $358K
|
330K
$7.88M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-6.99K- 3.4% |
$275K - $358K
|
198K
$4.74M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-7K- 2.88% |
$276K - $359K
|
236K
$5.63M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7K- 1.04% |
$276K - $359K
|
665K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.06K- 22.91% |
$278K - $362K
|
23.8K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.07K- 2.13% |
$278K - $362K
|
325K
$7.75M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-7.14K- 4.34% |
$281K - $366K
|
158K
$3.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-7.15K- 3.56% |
$282K - $367K
|
194K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.15K- 8.04% |
$282K - $367K
|
81.8K
$1.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-7.15K- 3.44% |
$282K - $367K
|
201K
$4.79M
|