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 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.64K+ 27.92% |
$95.2K - $110K
|
12.1K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.64K+ 29.38% |
$95.2K - $110K
|
11.6K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.63K+ 22.09% |
$95K - $110K
|
14.5K
$378K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.6K+ 1.74% |
$93.9K - $109K
|
152K
$3.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.59K+ 1.99% |
$93.5K - $108K
|
133K
$3.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.59K+ 5.97% |
$93.4K - $108K
|
45.9K
$1.19M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.58K+ 6.83% |
$93K - $108K
|
40.3K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
2.57K+ 22.25% |
$92.9K - $107K
|
14.1K
$368K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.57K+ 17.52% |
$92.6K - $107K
|
17.2K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 1.39% |
$92.4K - $107K
|
187K
$4.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.56K+ 25.8% |
$92.3K - $107K
|
12.5K
$324K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.52K+ 3.81% |
$91.2K - $105K
|
68.8K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.5K+ 3.6% |
$90.2K - $104K
|
71.7K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.48K+ 25.44% |
$89.6K - $104K
|
12.2K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
2.48K+ 10.02% |
$89.6K - $104K
|
27.2K
$709K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.44K+ 18.65% |
$88.1K - $102K
|
15.5K
$404K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.44K+ 2.8% |
$88K - $102K
|
89.5K
$2.33M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
2.41K+ 0.41% |
$87K - $101K
|
595K
$15.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.4K+ 5.09% |
$86.7K - $100K
|
49.6K
$1.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
2.37K+ 2.27% |
$85.7K - $99.2K
|
107K
$2.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.37K+ 19.38% |
$85.7K - $99.1K
|
14.6K
$380K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.37K+ 2.76% |
$85.4K - $98.8K
|
88K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 8.58% |
$84.7K - $98K
|
29.7K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.33K+ 1.81% |
$84K - $97.2K
|
131K
$3.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.31K+ 18.98% |
$83.3K - $96.3K
|
14.5K
$376K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 14.97% |
$83.1K - $96.2K
|
17.7K
$460K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 14.97% |
$83.1K - $96.2K
|
17.7K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.3K+ 7.64% |
$83K - $96K
|
32.4K
$842K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.29K+ 1.78% |
$82.6K - $95.6K
|
131K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.28K+ 2.68% |
$82.4K - $95.4K
|
87.5K
$2.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.28K+ 3.77% |
$82.4K - $95.3K
|
62.8K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.26K+ 14.47% |
$81.8K - $94.6K
|
17.9K
$466K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.23K+ 2.84% |
$80.4K - $93K
|
80.5K
$2.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 1.47% |
$80.2K - $92.8K
|
154K
$4M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.19K+ 3.32% |
$79K - $91.4K
|
68.2K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.19K+ 6.88% |
$79K - $91.4K
|
34K
$884K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.18K+ 39.54% |
$78.8K - $91.1K
|
7.7K
$200K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.18K+ 7.83% |
$78.7K - $91K
|
30K
$780K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.17K+ 82.89% |
$78.2K - $90.5K
|
4.78K
$124K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.15K+ 23.69% |
$77.5K - $89.6K
|
11.2K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.11K+ 2.8% |
$76.2K - $88.2K
|
77.5K
$2.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.09K+ 1.15% |
$75.6K - $87.4K
|
183K
$4.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.09K+ 10.99% |
$75.5K - $87.3K
|
21.1K
$549K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.09K+ 11.58% |
$75.5K - $87.3K
|
20.1K
$524K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.09K+ 614.41% |
$75.5K - $87.3K
|
2.43K
$63.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.07K+ 10.04% |
$74.6K - $86.3K
|
22.6K
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.06K+ 114.29% |
$74.3K - $85.9K
|
3.86K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
2.03K+ 1.72% |
$73.1K - $84.6K
|
120K
$3.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.02K+ 11.98% |
$73.1K - $84.6K
|
18.9K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.02K+ 6.31% |
$72.8K - $84.2K
|
34K
$883K
|