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
|
Quent Capital, LLC
|
BUY
|
- |
696+ 3.68% |
$25.1K - $29.1K
|
19.6K
$524K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
696+ 3.68% |
$25.1K - $29.1K
|
19.6K
$524K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
693+ 3.35% |
$25K - $29K
|
21.4K
$572K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
692+ 3.2% |
$25K - $28.9K
|
22.3K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
691+ 11.43% |
$25K - $28.9K
|
6.73K
$180K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
691+ 0.49% |
$25K - $28.9K
|
141K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
688+ 1.19% |
$24.9K - $28.8K
|
58.4K
$1.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
677+ 6.23% |
$24.5K - $28.3K
|
11.6K
$309K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
671+ 0.48% |
$24.2K - $28K
|
141K
$3.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
668+ 0.78% |
$24.1K - $27.9K
|
86.9K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
663+ 5.84% |
$23.9K - $27.7K
|
12K
$321K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
662+ 0.05% |
$23.9K - $27.7K
|
1.38M
$37M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
660+ 1.7% |
$23.8K - $27.6K
|
39.5K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
657+ 5.14% |
$23.7K - $27.5K
|
13.4K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
654+ 1.77% |
$23.6K - $27.3K
|
37.6K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
650+ 0.11% |
$23.5K - $27.2K
|
603K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
650+ 1.87% |
$23.5K - $27.2K
|
35.4K
$945K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
648+ 5.02% |
$23.4K - $27.1K
|
13.6K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
647+ 5.88% |
$23.4K - $27K
|
11.6K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
645+ 4.09% |
$23.3K - $27K
|
16.4K
$439K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
643+ 0.73% |
$23.2K - $26.9K
|
88.5K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
637+ 7.29% |
$23K - $26.6K
|
9.37K
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
635+ 3.37% |
$22.9K - $26.5K
|
19.5K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
633+ 1.06% |
$22.9K - $26.5K
|
60.5K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
627+ 1.78% |
$22.6K - $26.2K
|
35.9K
$959K
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
619+ 3.8% |
$22.4K - $25.9K
|
16.9K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
617+ 3.27% |
$22.3K - $25.8K
|
19.5K
$520K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
616+ 9.91% |
$22.2K - $25.7K
|
6.83K
$183K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
611+ 3.08% |
$22.1K - $25.5K
|
20.5K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
603+ 2.63% |
$21.8K - $25.2K
|
23.5K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
602+ 8.8% |
$21.7K - $25.2K
|
7.44K
$199K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
601+ 6.73% |
$21.7K - $25.1K
|
9.54K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
600+ 7.39% |
$21.7K - $25.1K
|
8.72K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
600+ 7.31% |
$21.7K - $25.1K
|
8.81K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
600+ 5.75% |
$21.7K - $25.1K
|
11K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
597+ 2.65% |
$21.6K - $24.9K
|
23.1K
$618K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
593+ 4.63% |
$21.4K - $24.8K
|
13.4K
$358K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
591+ 4.84% |
$21.3K - $24.7K
|
12.8K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
590+ 5.15% |
$21.3K - $24.7K
|
12.1K
$322K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
587+ 11.81% |
$21.2K - $24.5K
|
5.56K
$148K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
586+ 1.73% |
$21.2K - $24.5K
|
34.4K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
585+ 7.25% |
$21.1K - $24.4K
|
8.65K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
576+ 6.12% |
$20.8K - $24.1K
|
9.99K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
572+ 4.36% |
$20.7K - $23.9K
|
13.7K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
569+ 3.26% |
$20.6K - $23.8K
|
18K
$482K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
568+ 1.51% |
$20.5K - $23.7K
|
38.2K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
568+ 3.02% |
$20.5K - $23.7K
|
19.4K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
566+ 8.9% |
$20.4K - $23.7K
|
6.92K
$185K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
564+ 0.87% |
$20.4K - $23.6K
|
65.2K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
564+ 6.97% |
$20.4K - $23.6K
|
8.66K
$231K
|