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 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
4.1K+ 72.21% |
$148K - $171K
|
9.78K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
4.08K+ 9.19% |
$147K - $171K
|
48.5K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
4.05K+ 14.37% |
$146K - $169K
|
32.2K
$839K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
4.04K+ 33.63% |
$146K - $169K
|
16K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4KNew |
$144K - $167K
|
4K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.93K+ 3.33% |
$142K - $164K
|
122K
$3.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.93K+ 58.23% |
$142K - $164K
|
10.7K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.85K+ 2.11% |
$139K - $161K
|
187K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.83KNew |
$138K - $160K
|
3.83K
$99.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.82K+ 6.28% |
$138K - $160K
|
64.7K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.78K+ 33.64% |
$137K - $158K
|
15K
$391K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.77K+ 2.32% |
$136K - $158K
|
166K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.77K+ 0.69% |
$136K - $157K
|
553K
$14.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.74K+ 373.7% |
$135K - $156K
|
4.74K
$123K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.73K+ 2.74% |
$135K - $156K
|
140K
$3.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.72K+ 36.88% |
$134K - $156K
|
13.8K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.71K+ 6.14% |
$134K - $155K
|
64.2K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.71K+ 18.26% |
$134K - $155K
|
24K
$625K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.69K+ 10.55% |
$133K - $154K
|
38.7K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.68K+ 6.8% |
$133K - $154K
|
57.8K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.66K+ 16.68% |
$132K - $153K
|
25.6K
$666K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.65K+ 57.99% |
$132K - $153K
|
9.95K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.62K+ 0.92% |
$131K - $151K
|
396K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
BUY
|
- |
3.61K+ 11.83% |
$130K - $151K
|
34.1K
$889K
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.58KNew |
$129K - $150K
|
3.58K
$93.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.58K+ 21.66% |
$129K - $149K
|
20.1K
$523K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
3.54K+ 0.87% |
$128K - $148K
|
408K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.53K+ 0.24% |
$128K - $148K
|
1.49M
$38.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.52K+ 10.86% |
$127K - $147K
|
36K
$936K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.52K+ 36.21% |
$127K - $147K
|
13.2K
$345K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.49KNew |
$126K - $146K
|
3.49K
$90.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.47K+ 3.4% |
$125K - $145K
|
105K
$2.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.43K+ 2.59% |
$124K - $144K
|
136K
$3.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.42K+ 8.51% |
$124K - $143K
|
43.6K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.42K+ 6.94% |
$123K - $143K
|
52.7K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
3.42K+ 79.22% |
$123K - $143K
|
7.73K
$201K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.41K+ 3.69% |
$123K - $142K
|
95.7K
$2.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.34K+ 4.48% |
$121K - $140K
|
77.9K
$2.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.34K+ 37.29% |
$121K - $140K
|
12.3K
$320K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
3.29K+ 9.5% |
$119K - $137K
|
37.9K
$986K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.24K+ 7.1% |
$117K - $135K
|
48.8K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.23K+ 2.83% |
$117K - $135K
|
118K
$3.06M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.22K+ 39.55% |
$116K - $135K
|
11.4K
$296K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.21K+ 3.24% |
$116K - $134K
|
102K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.2K+ 17.02% |
$116K - $134K
|
22K
$573K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.18K+ 2.61% |
$115K - $133K
|
125K
$3.25M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.18K+ 5.03% |
$115K - $133K
|
66.4K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.17K+ 57.41% |
$114K - $132K
|
8.69K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.16K+ 15.11% |
$114K - $132K
|
24.1K
$627K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.15K+ 14.11% |
$114K - $132K
|
25.5K
$663K
|