Purchases and Sales Made in Q2 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
9.77K+ 0.45% |
$353K - $408K
|
2.16M
$56.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
9.66K+ 26.2% |
$349K - $404K
|
46.5K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.64K+ 1.1% |
$348K - $403K
|
887K
$23.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
9.45K+ 5.12% |
$341K - $395K
|
194K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.43K+ 4.54% |
$341K - $394K
|
217K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.38K+ 22.45% |
$339K - $392K
|
51.2K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
9.38K+ 2.78% |
$339K - $392K
|
347K
$9.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.35K+ 11.23% |
$338K - $391K
|
92.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.31KNew |
$336K - $389K
|
9.31K
$242K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
9.29K+ 3.58% |
$336K - $388K
|
269K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.28K+ 22.75% |
$335K - $388K
|
50K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.22K+ 10.44% |
$333K - $385K
|
97.5K
$2.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.16KNew |
$331K - $383K
|
9.16K
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9.12K+ 19.31% |
$329K - $381K
|
56.3K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
9.11K+ 54.72% |
$329K - $381K
|
25.8K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
9.1K+ 38.08% |
$329K - $380K
|
33K
$859K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9.09K+ 22.0% |
$328K - $380K
|
50.4K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9.08K+ 6.2% |
$328K - $380K
|
156K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.07K+ 4.46% |
$328K - $379K
|
212K
$5.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.03K+ 13.04% |
$326K - $377K
|
78.2K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9.02KNew |
$326K - $377K
|
9.02K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.98KNew |
$324K - $375K
|
8.98K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
8.97K+ 25.24% |
$324K - $375K
|
44.5K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8.96K+ 3.57% |
$323K - $374K
|
260K
$6.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 45.89% |
$321K - $371K
|
28.2K
$734K
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.86K+ 20.44% |
$320K - $370K
|
52.2K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
8.79K+ 8.89% |
$317K - $367K
|
108K
$2.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.76KNew |
$316K - $366K
|
8.76K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.74K+ 330.43% |
$316K - $365K
|
11.4K
$296K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.74K+ 330.43% |
$316K - $365K
|
11.4K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
8.69KNew |
$314K - $363K
|
8.69K
$226K
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8.64K+ 9.37% |
$312K - $361K
|
101K
$2.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
8.63K+ 3.23% |
$312K - $361K
|
276K
$7.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
8.59K+ 14.15% |
$310K - $359K
|
69.3K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.59K+ 16.47% |
$310K - $359K
|
60.8K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
BUY
|
- |
8.57K+ 25.0% |
$310K - $358K
|
42.9K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
8.49K+ 33.57% |
$307K - $355K
|
33.8K
$879K
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
8.49K+ 25.77% |
$307K - $355K
|
41.4K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.48K+ 1.9% |
$306K - $354K
|
455K
$11.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.43KNew |
$304K - $352K
|
8.43K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.42K+ 4.77% |
$304K - $352K
|
185K
$4.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.38K+ 4.38% |
$303K - $350K
|
200K
$5.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
8.35KNew |
$302K - $349K
|
8.35K
$217K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.27K+ 3.71% |
$299K - $346K
|
231K
$6.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8.2K+ 148.74% |
$296K - $343K
|
13.7K
$357K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.18K+ 165.71% |
$295K - $342K
|
13.1K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
8.15K+ 11.25% |
$294K - $341K
|
80.6K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
8.07K+ 1.61% |
$292K - $337K
|
510K
$13.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
8.01K+ 39.08% |
$289K - $335K
|
28.5K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
7.95K+ 0.96% |
$287K - $332K
|
839K
$21.8M
|