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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.01K+ 29.56% |
$72.7K - $84.1K
|
8.82K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.01K+ 7.88% |
$72.6K - $84K
|
27.5K
$716K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2K+ 13.34% |
$72.2K - $83.5K
|
17K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$72.2K - $83.5K
|
2K
$52K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.98KNew |
$71.6K - $82.9K
|
1.98K
$51.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.96K+ 5.3% |
$70.9K - $82K
|
39K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.96K+ 9.85% |
$70.6K - $81.7K
|
21.8K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 17.74% |
$70.5K - $81.5K
|
13K
$337K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.94K+ 0.68% |
$70.1K - $81.1K
|
287K
$7.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.93K+ 12.41% |
$69.6K - $80.6K
|
17.5K
$455K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.93K+ 13.31% |
$69.5K - $80.4K
|
16.4K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.92K+ 4.51% |
$69.2K - $80.1K
|
44.4K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 2.45% |
$69.2K - $80K
|
80.1K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.92K+ 9.6% |
$69.2K - $80K
|
21.9K
$569K
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
1.9K+ 2.99% |
$68.6K - $79.4K
|
65.4K
$1.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.9K+ 2.47% |
$68.6K - $79.4K
|
78.7K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1.89K+ 1.68% |
$68.3K - $79K
|
114K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 30.8% |
$68.1K - $78.8K
|
8.01K
$208K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.87K+ 3.39% |
$67.7K - $78.3K
|
57.1K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.87K+ 0.89% |
$67.7K - $78.3K
|
212K
$5.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$67.4K - $77.9K
|
1.87K
$48.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
1.86K+ 35.07% |
$67.2K - $77.7K
|
7.16K
$186K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.85K+ 1.77% |
$66.9K - $77.4K
|
107K
$2.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
1.85K+ 26.36% |
$66.8K - $77.3K
|
8.87K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.84K+ 2.24% |
$66.5K - $77K
|
84.1K
$2.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.84K+ 41.72% |
$66.5K - $76.9K
|
6.25K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.84K+ 25.21% |
$66.4K - $76.8K
|
9.12K
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 2.71% |
$66.2K - $76.6K
|
69.4K
$1.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.83K+ 107.02% |
$66.1K - $76.5K
|
3.54K
$92.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.81K+ 30.91% |
$65.5K - $75.8K
|
7.68K
$200K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.81K+ 7.15% |
$65.5K - $75.8K
|
27.2K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.81K+ 11.57% |
$65.3K - $75.5K
|
17.4K
$453K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 3.63% |
$65.2K - $75.5K
|
51.6K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.81K+ 21.71% |
$65.2K - $75.4K
|
10.1K
$263K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.8K+ 3.39% |
$65.1K - $75.3K
|
54.9K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 21.54% |
$65K - $75.2K
|
10.2K
$264K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.8K+ 12.29% |
$64.8K - $75K
|
16.4K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.79K+ 14.63% |
$64.7K - $74.8K
|
14K
$365K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.77K+ 2.47% |
$63.9K - $74K
|
73.5K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.77K+ 7.89% |
$63.9K - $74K
|
24.2K
$630K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.76K+ 2.84% |
$63.5K - $73.5K
|
63.7K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.76K+ 6.27% |
$63.4K - $73.4K
|
29.8K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.75K+ 4.52% |
$63.2K - $73.1K
|
40.5K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.75K+ 1.71% |
$63.1K - $73K
|
104K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.75K+ 8.9% |
$63.1K - $73K
|
21.4K
$556K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.74K+ 6.49% |
$62.7K - $72.5K
|
28.5K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.73K+ 32.88% |
$62.5K - $72.3K
|
7K
$182K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.73KNew |
$62.5K - $72.3K
|
1.73K
$45K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.73K+ 0.73% |
$62.3K - $72.1K
|
240K
$6.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.72K+ 2.75% |
$62.2K - $72K
|
64.3K
$1.67M
|