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
|
Bison Wealth, LLC
|
SELL
|
- |
-9K- 35.1% |
$355K - $462K
|
16.6K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.23K- 1.32% |
$363K - $473K
|
691K
$16.5M
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-9.27K- 16.76% |
$365K - $475K
|
46K
$1.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-9.28K- 16.57% |
$365K - $476K
|
46.7K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-9.37K- 22.63% |
$369K - $480K
|
32K
$765K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-9.45K- 44.98% |
$372K - $485K
|
11.6K
$276K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.54K- 0.85% |
$376K - $489K
|
1.12M
$26.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-9.59K- 1.73% |
$378K - $492K
|
543K
$13M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-9.61K- 18.5% |
$378K - $493K
|
42.3K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-9.67K- 21.33% |
$381K - $496K
|
35.7K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9.74K- 8.02% |
$383K - $499K
|
112K
$2.67M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.77K- 20.93% |
$385K - $501K
|
36.9K
$881K
|
|
|
May 15, 2023
Q1 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-9.86K- 12.9% |
$388K - $506K
|
66.6K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.96K- 12.52% |
$392K - $511K
|
69.6K
$1.66M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10K- 0.52% |
$394K - $513K
|
1.92M
$45.9M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-10K- 4.73% |
$396K - $515K
|
202K
$4.82M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 6.27% |
$396K - $516K
|
150K
$3.59M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10.1K- 46.63% |
$399K - $519K
|
11.6K
$277K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-10.1K- 8.43% |
$399K - $520K
|
110K
$2.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-10.2K- 45.5% |
$404K - $525K
|
12.3K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-10.5K- 3.05% |
$415K - $540K
|
335K
$7.99M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.6K- 1.99% |
$418K - $545K
|
524K
$12.5M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-10.7K- 24.92% |
$420K - $546K
|
32.1K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10.7K- 10.03% |
$421K - $548K
|
95.9K
$2.29M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-10.8K- 4.63% |
$424K - $552K
|
222K
$5.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 65.64% |
$425K - $553K
|
5.65K
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-10.9K- 46.83% |
$429K - $559K
|
12.4K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-11.1K- 46.93% |
$437K - $569K
|
12.5K
$300K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.3K- 7.63% |
$443K - $577K
|
136K
$3.25M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-11.3K- 16.86% |
$446K - $580K
|
55.8K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-11.6K- 22.77% |
$456K - $594K
|
39.3K
$938K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-11.7K- 8.97% |
$459K - $598K
|
118K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11.7K- 5.33% |
$460K - $599K
|
207K
$4.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11.8K- 88.59% |
$464K - $604K
|
1.52K
$36.2K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-12K- 5.22% |
$474K - $617K
|
219K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12.1K- 2.52% |
$478K - $622K
|
469K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12.4K- 2.25% |
$487K - $634K
|
538K
$12.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-12.4K- 58.5% |
$488K - $635K
|
8.78K
$210K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-12.4K- 47.16% |
$490K - $638K
|
13.9K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-12.5K- 3.72% |
$492K - $641K
|
324K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.5K- 9.92% |
$494K - $643K
|
114K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-12.6K- 20.42% |
$497K - $646K
|
49.1K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-12.6K- 54.83% |
$497K - $647K
|
10.4K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.7K- 6.81% |
$500K - $652K
|
174K
$4.15M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.8KClosed |
$502K - $654K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-12.8K- 31.65% |
$504K - $656K
|
27.6K
$659K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.1K- 3.92% |
$516K - $672K
|
321K
$7.66M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 2.57% |
$520K - $676K
|
500K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-13.2K- 10.58% |
$520K - $677K
|
112K
$2.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13.2K- 38.56% |
$522K - $679K
|
21.1K
$504K
|