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 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-10.1K- 8.43% |
$399K - $520K
|
110K
$3.02M
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-10.2K- 45.5% |
$404K - $525K
|
12.3K
$337K
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-10.5K- 3.05% |
$415K - $540K
|
335K
$9.2M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.6K- 1.99% |
$418K - $545K
|
524K
$14.4M
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-10.7K- 24.92% |
$420K - $546K
|
32.1K
$881K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10.7K- 10.03% |
$421K - $548K
|
95.9K
$2.63M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-10.8K- 4.63% |
$424K - $552K
|
222K
$6.08M
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 65.64% |
$425K - $553K
|
5.65K
$155K
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-10.9K- 46.83% |
$429K - $559K
|
12.4K
$340K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-11.1K- 46.93% |
$437K - $569K
|
12.5K
$345K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.3K- 7.63% |
$443K - $577K
|
136K
$3.74M
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-11.3K- 16.86% |
$446K - $580K
|
55.8K
$1.53M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-11.6K- 22.77% |
$456K - $594K
|
39.3K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-11.7K- 8.97% |
$459K - $598K
|
118K
$3.25M
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11.7K- 5.33% |
$460K - $599K
|
207K
$5.69M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11.8K- 88.59% |
$464K - $604K
|
1.52K
$41.7K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-12K- 5.22% |
$474K - $617K
|
219K
$6M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12.1K- 2.52% |
$478K - $622K
|
469K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12.4K- 2.25% |
$487K - $634K
|
538K
$14.8M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-12.4K- 58.5% |
$488K - $635K
|
8.78K
$241K
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-12.4K- 47.16% |
$490K - $638K
|
13.9K
$383K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-12.5K- 3.72% |
$492K - $641K
|
324K
$8.89M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.5K- 9.92% |
$494K - $643K
|
114K
$3.13M
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-12.6K- 20.42% |
$497K - $646K
|
49.1K
$1.35M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-12.6K- 54.83% |
$497K - $647K
|
10.4K
$286K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.7K- 6.81% |
$500K - $652K
|
174K
$4.78M
|
|
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
$758K
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.1K- 3.92% |
$516K - $672K
|
321K
$8.81M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 2.57% |
$520K - $676K
|
500K
$13.7M
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-13.2K- 10.58% |
$520K - $677K
|
112K
$3.06M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13.2K- 38.56% |
$522K - $679K
|
21.1K
$580K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-13.3K- 64.66% |
$526K - $684K
|
7.3K
$200K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-13.4K- 21.17% |
$530K - $689K
|
50.1K
$1.37M
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-13.6K- 11.34% |
$536K - $698K
|
106K
$2.92M
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-13.7K- 47.66% |
$540K - $704K
|
15.1K
$414K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.8K- 21.89% |
$545K - $710K
|
49.4K
$1.36M
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-13.9K- 4.75% |
$546K - $710K
|
278K
$7.64M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14K- 5.28% |
$551K - $717K
|
251K
$6.89M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-14K- 36.1% |
$552K - $718K
|
24.8K
$681K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14K- 59.89% |
$552K - $719K
|
9.39K
$258K
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-14.1K- 68.51% |
$557K - $725K
|
6.5K
$178K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-14.2K- 31.25% |
$558K - $727K
|
31.2K
$856K
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-14.2K- 21.83% |
$559K - $727K
|
50.8K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-14.3K- 3.11% |
$562K - $732K
|
445K
$12.2M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.3K- 24.74% |
$564K - $734K
|
43.5K
$1.2M
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-14.3K- 15.64% |
$564K - $734K
|
77.2K
$2.12M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 0.54% |
$570K - $742K
|
2.66M
$73.1M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14.5K- 71.36% |
$572K - $744K
|
5.83K
$160K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14.6K- 72.58% |
$575K - $749K
|
5.52K
$152K
|