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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.95K+ 107.89% |
$287K - $332K
|
15.3K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
7.94K+ 2.08% |
$287K - $332K
|
390K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.91K+ 1.54% |
$286K - $331K
|
521K
$13.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.9K+ 15.13% |
$285K - $330K
|
60.1K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7.88K+ 83.52% |
$284K - $329K
|
17.3K
$450K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
7.87KNew |
$284K - $329K
|
7.87K
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
7.84K+ 932.58% |
$283K - $328K
|
8.68K
$226K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7.78K+ 180.86% |
$281K - $325K
|
12.1K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.75KNew |
$280K - $324K
|
7.75K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
7.71K+ 114.0% |
$278K - $322K
|
14.5K
$377K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
7.68K+ 4.92% |
$278K - $321K
|
164K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
7.68K+ 1.52% |
$277K - $321K
|
513K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
7.68K+ 22.1% |
$277K - $321K
|
42.4K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.64K+ 6.97% |
$276K - $319K
|
117K
$3.05M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.64K+ 5.1% |
$276K - $319K
|
158K
$4.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
7.61KNew |
$275K - $318K
|
7.61K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.61K+ 4.67% |
$275K - $318K
|
171K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.55K+ 5.11% |
$273K - $316K
|
155K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7.52K+ 3.2% |
$272K - $314K
|
242K
$6.31M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.52K+ 13.39% |
$271K - $314K
|
63.7K
$1.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.49K+ 35.48% |
$271K - $313K
|
28.6K
$744K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
7.44K+ 3.5% |
$269K - $311K
|
220K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.43K+ 17.14% |
$268K - $310K
|
50.8K
$1.32M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.42K+ 22.44% |
$268K - $310K
|
40.5K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.4K+ 4.73% |
$267K - $309K
|
164K
$4.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
7.39K+ 3.4% |
$267K - $309K
|
225K
$5.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.3KNew |
$264K - $305K
|
7.3K
$190K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
7.28K+ 3.6% |
$263K - $304K
|
209K
$5.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.27KNew |
$262K - $304K
|
7.27K
$189K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7.26KNew |
$262K - $304K
|
7.26K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.26KNew |
$262K - $303K
|
7.26K
$189K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.19K+ 75.13% |
$260K - $301K
|
16.8K
$436K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
7.18K+ 4.46% |
$259K - $300K
|
168K
$4.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.17K+ 1.73% |
$259K - $299K
|
422K
$11M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
7.15K+ 413.95% |
$258K - $299K
|
8.88K
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.13K+ 3.36% |
$257K - $298K
|
219K
$5.7M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.1KNew |
$256K - $297K
|
7.1K
$185K
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.08KNew |
$256K - $296K
|
7.08K
$184K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
7.08K+ 4.86% |
$256K - $296K
|
153K
$3.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
7.03K+ 2.07% |
$254K - $294K
|
347K
$9.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
7.02KNew |
$253K - $293K
|
7.02K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.97K+ 6.44% |
$252K - $291K
|
115K
$3M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
6.94K+ 56.55% |
$251K - $290K
|
19.2K
$500K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.93K+ 1.05% |
$250K - $290K
|
668K
$17.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
6.91K+ 1.99% |
$250K - $289K
|
354K
$9.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.89K+ 31.92% |
$249K - $288K
|
28.5K
$740K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.88K+ 12.64% |
$249K - $288K
|
61.3K
$1.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.86KNew |
$248K - $287K
|
6.86K
$179K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.85K+ 17.02% |
$247K - $286K
|
47.1K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.84K+ 3.42% |
$247K - $286K
|
207K
$5.38M
|