Purchases and Sales Made in Q2 2021 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
931+ 3.47% |
$33.4K - $37.9K
|
27.7K
$741K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
925+ 2.32% |
$33.2K - $37.6K
|
40.8K
$1.09M
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
921+ 9.64% |
$33.1K - $37.5K
|
10.5K
$280K
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
918+ 8.4% |
$33K - $37.3K
|
11.9K
$317K
|
|
|
Aug 16, 2021
Q2 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
917+ 1.37% |
$32.9K - $37.3K
|
67.9K
$1.81M
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
903+ 2.49% |
$32.4K - $36.7K
|
37.1K
$992K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
900+ 5.67% |
$32.3K - $36.6K
|
16.8K
$448K
|
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
891+ 6.95% |
$32K - $36.2K
|
13.7K
$367K
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
881+ 8.69% |
$31.6K - $35.8K
|
11K
$294K
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
881+ 11.62% |
$31.6K - $35.8K
|
8.46K
$226K
|
|
|
Aug 05, 2021
Q2 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
881+ 15.76% |
$31.6K - $35.8K
|
6.47K
$173K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
880+ 0.08% |
$31.6K - $35.8K
|
1.05M
$28M
|
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
875+ 5.39% |
$31.4K - $35.6K
|
17.1K
$457K
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
868+ 0.73% |
$31.2K - $35.3K
|
119K
$3.18M
|
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
864+ 5.7% |
$31K - $35.1K
|
16K
$428K
|
|
|
Jul 27, 2021
Q2 2021
|
Ledyard National Bank
|
BUY
|
- |
852+ 0.23% |
$30.6K - $34.7K
|
364K
$9.73M
|
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
851+ 3.9% |
$30.6K - $34.6K
|
22.7K
$605K
|
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
849+ 1.27% |
$30.5K - $34.5K
|
67.5K
$1.8M
|
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
BUY
|
- |
845+ 0.58% |
$30.3K - $34.4K
|
147K
$3.92M
|
|
|
Jul 29, 2021
Q2 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
843+ 12.24% |
$30.3K - $34.3K
|
7.73K
$207K
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Wealth Management Group
|
BUY
|
- |
825+ 0.89% |
$29.6K - $33.6K
|
93.2K
$2.49M
|
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
825+ 4.9% |
$29.6K - $33.6K
|
17.7K
$472K
|
|
|
Jul 27, 2021
Q2 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
824+ 7.16% |
$29.6K - $33.5K
|
12.3K
$329K
|
|
|
Jul 30, 2021
Q2 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
822+ 0.07% |
$29.5K - $33.4K
|
1.21M
$32.4M
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
821+ 2.24% |
$29.5K - $33.4K
|
37.4K
$1M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
812+ 0.82% |
$29.2K - $33K
|
100K
$2.68M
|
|
|
Aug 10, 2021
Q2 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
811+ 4.44% |
$29.1K - $33K
|
19.1K
$510K
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
808+ 6.8% |
$29K - $32.9K
|
12.7K
$339K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
800+ 5.41% |
$28.7K - $32.5K
|
15.6K
$416K
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
800+ 1.2% |
$28.7K - $32.5K
|
67.5K
$1.8M
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
793+ 1.65% |
$28.5K - $32.3K
|
48.9K
$1.31M
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
788+ 8.34% |
$28.3K - $32.1K
|
10.2K
$274K
|
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
786+ 0.85% |
$28.2K - $32K
|
93.6K
$2.5M
|
|
|
Jul 19, 2021
Q2 2021
|
Fruth Investment Management
|
BUY
|
- |
785+ 2.75% |
$28.2K - $31.9K
|
29.3K
$783K
|
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
783+ 1.89% |
$28.1K - $31.9K
|
42.1K
$1.13M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
783+ 1.74% |
$28.1K - $31.9K
|
45.8K
$1.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
779+ 6.38% |
$28K - $31.7K
|
13K
$347K
|
|
|
Aug 13, 2021
Q2 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
775+ 2.43% |
$27.8K - $31.5K
|
32.6K
$872K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
774+ 13.37% |
$27.8K - $31.5K
|
6.56K
$175K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
773+ 6.71% |
$27.8K - $31.4K
|
12.3K
$328K
|
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
771+ 1.41% |
$27.7K - $31.4K
|
55.4K
$1.48M
|
|
|
Jul 29, 2021
Q2 2021
|
Brightworth
|
BUY
|
- |
764+ 2.98% |
$27.4K - $31.1K
|
26.4K
$706K
|
|
|
Jul 15, 2021
Q2 2021
|
Stolper CO
|
BUY
|
- |
762+ 1.75% |
$27.4K - $31K
|
44.2K
$1.18M
|
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
760+ 1.18% |
$27.3K - $30.9K
|
65.3K
$1.75M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
750+ 12.53% |
$26.9K - $30.5K
|
6.74K
$180K
|
|
|
Aug 12, 2021
Q2 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
731+ 2.5% |
$26.3K - $29.7K
|
30K
$801K
|
|
|
Jul 14, 2021
Q2 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
730+ 0.72% |
$26.2K - $29.7K
|
102K
$2.73M
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
728+ 16.24% |
$26.1K - $29.6K
|
5.21K
$139K
|
|
|
Jul 13, 2021
Q2 2021
|
Nexus Investment Management Ulc
|
BUY
|
- |
725+ 0.09% |
$26K - $29.5K
|
779K
$20.8M
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
718+ 9.56% |
$25.8K - $29.2K
|
8.23K
$220K
|