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 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
5.45K+ 4.9% |
$197K - $228K
|
117K
$3.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.41K+ 44.9% |
$196K - $226K
|
17.5K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 7.94% |
$195K - $226K
|
73.5K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.39K+ 6.23% |
$195K - $225K
|
91.8K
$2.39M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.39K+ 6.23% |
$195K - $225K
|
91.8K
$2.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5.35K+ 16.61% |
$193K - $223K
|
37.5K
$977K
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.33K+ 20.95% |
$192K - $223K
|
30.7K
$800K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.33K+ 20.95% |
$192K - $223K
|
30.7K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.22K+ 17.36% |
$189K - $218K
|
35.3K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
5.2K+ 11.7% |
$188K - $217K
|
49.6K
$1.29M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.2K+ 11.29% |
$188K - $217K
|
51.3K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
5.16K+ 100.0% |
$187K - $216K
|
10.3K
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
5.15K+ 2.33% |
$186K - $215K
|
226K
$5.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.1K+ 0.34% |
$184K - $213K
|
1.52M
$39.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.08K+ 57.53% |
$183K - $212K
|
13.9K
$362K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 3.84% |
$182K - $211K
|
137K
$3.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.03K+ 48.73% |
$182K - $210K
|
15.3K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
4.97K+ 19.77% |
$180K - $208K
|
30.1K
$784K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.96K+ 5.06% |
$179K - $207K
|
103K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.92K+ 22.02% |
$178K - $205K
|
27.2K
$709K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.88K+ 22.77% |
$176K - $204K
|
26.3K
$684K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.76K+ 4.0% |
$172K - $199K
|
124K
$3.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.7K+ 5.0% |
$170K - $196K
|
98.6K
$2.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.68K+ 39.77% |
$169K - $196K
|
16.4K
$428K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
4.66K+ 6.89% |
$168K - $195K
|
72.4K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
4.66K+ 67.2% |
$168K - $195K
|
11.6K
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
4.59K+ 1.13% |
$166K - $192K
|
410K
$10.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
4.59K+ 8.62% |
$166K - $192K
|
57.8K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.55K+ 3.93% |
$164K - $190K
|
120K
$3.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.52K+ 4.07% |
$163K - $189K
|
116K
$3.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.5K+ 7.12% |
$163K - $188K
|
67.8K
$1.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
4.49K+ 23.83% |
$162K - $187K
|
23.3K
$606K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.46K+ 6.5% |
$161K - $187K
|
73.1K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.42K+ 10.89% |
$160K - $185K
|
45K
$1.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.42K+ 55.15% |
$159K - $185K
|
12.4K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.39K+ 1.81% |
$158K - $183K
|
247K
$6.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.36K+ 44.83% |
$157K - $182K
|
14.1K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.32K+ 7.97% |
$156K - $180K
|
58.5K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.31K+ 32.69% |
$156K - $180K
|
17.5K
$456K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.31K+ 11.09% |
$156K - $180K
|
43.2K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
4.27K+ 3.76% |
$154K - $179K
|
118K
$3.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.27K+ 12.82% |
$154K - $179K
|
37.6K
$979K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
4.21K+ 3.68% |
$152K - $176K
|
119K
$3.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.2K+ 0.39% |
$152K - $176K
|
1.09M
$28.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.2K+ 31.51% |
$152K - $175K
|
17.5K
$456K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
4.2K+ 3.43% |
$152K - $175K
|
127K
$3.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
4.16K+ 6.78% |
$150K - $174K
|
65.6K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.16K+ 21.74% |
$150K - $174K
|
23.3K
$606K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.14K+ 8.18% |
$150K - $173K
|
54.8K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.11K+ 3.07% |
$148K - $172K
|
138K
$3.59M
|