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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.8K+ 5.99% |
$246K - $284K
|
120K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6.64KNew |
$240K - $278K
|
6.64K
$173K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.57K+ 6.51% |
$237K - $275K
|
108K
$2.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.52K+ 6.95% |
$236K - $273K
|
100K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6.49K+ 23.51% |
$234K - $271K
|
34.1K
$887K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.47K+ 2.68% |
$234K - $270K
|
248K
$6.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.47K+ 6.2% |
$234K - $270K
|
111K
$2.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.46K+ 78.26% |
$233K - $270K
|
14.7K
$383K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
6.46K+ 50.93% |
$233K - $270K
|
19.1K
$498K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.39KNew |
$231K - $267K
|
6.39K
$166K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6.37KNew |
$230K - $266K
|
6.37K
$166K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.36K+ 15.23% |
$230K - $266K
|
48.1K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
6.36KNew |
$230K - $266K
|
6.36K
$166K
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
6.32KNew |
$228K - $264K
|
6.32K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
6.3K+ 4.11% |
$227K - $263K
|
159K
$4.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.26K+ 1.42% |
$226K - $262K
|
448K
$11.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
6.24K+ 13.89% |
$225K - $261K
|
51.1K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.12K+ 3.53% |
$221K - $256K
|
180K
$4.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.11K+ 6.98% |
$221K - $255K
|
93.6K
$2.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
6.1K+ 0.41% |
$220K - $255K
|
1.49M
$38.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
6.1K+ 20.17% |
$220K - $255K
|
36.3K
$945K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.08K+ 104.66% |
$220K - $254K
|
11.9K
$310K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
6.08KNew |
$219K - $254K
|
6.08K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.04KNew |
$218K - $253K
|
6.04K
$157K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.02K+ 33.25% |
$218K - $252K
|
24.1K
$628K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.99KNew |
$216K - $250K
|
5.99K
$156K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.98K+ 0.89% |
$216K - $250K
|
678K
$17.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
5.98K+ 27.13% |
$216K - $250K
|
28K
$730K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.97K+ 6.41% |
$216K - $250K
|
99.1K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.97K+ 3.52% |
$216K - $249K
|
176K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
5.97KNew |
$215K - $249K
|
5.97K
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.94KNew |
$214K - $248K
|
5.94K
$155K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
5.93K+ 14.36% |
$214K - $248K
|
47.2K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
5.88KNew |
$212K - $246K
|
5.88K
$153K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.87K+ 85.17% |
$212K - $245K
|
12.8K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.86K+ 14.36% |
$212K - $245K
|
46.7K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.83K+ 22.86% |
$211K - $244K
|
31.4K
$816K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5.82K+ 7.41% |
$210K - $243K
|
84.3K
$2.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.8KNew |
$209K - $242K
|
5.8K
$151K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.76K+ 9.75% |
$208K - $241K
|
64.9K
$1.69M
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
5.74K+ 0.79% |
$207K - $240K
|
736K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.74KNew |
$207K - $240K
|
5.74K
$149K
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
5.68K+ 7.57% |
$205K - $237K
|
80.7K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.63KNew |
$203K - $235K
|
5.63K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.61K+ 47.07% |
$203K - $234K
|
17.5K
$456K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.58K+ 4.51% |
$202K - $233K
|
129K
$3.36M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.56KNew |
$201K - $232K
|
5.56K
$145K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.55K+ 56.15% |
$201K - $232K
|
15.4K
$402K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.51K+ 4.48% |
$199K - $230K
|
129K
$3.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$199K - $230K
|
5.51K
$143K
|