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
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
562+ 6.0% |
$20.3K - $23.5K
|
9.92K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
560+ 5.09% |
$20.2K - $23.4K
|
11.6K
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
560+ 0.95% |
$20.2K - $23.4K
|
59.6K
$1.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
558+ 8.7% |
$20.2K - $23.3K
|
6.97K
$186K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
557+ 4.38% |
$20.1K - $23.3K
|
13.3K
$354K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
548+ 0.92% |
$19.8K - $22.9K
|
60K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
545+ 0.15% |
$19.7K - $22.8K
|
372K
$9.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
542+ 5.03% |
$19.6K - $22.7K
|
11.3K
$303K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
540+ 1.63% |
$19.5K - $22.6K
|
33.6K
$898K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
533+ 0.7% |
$19.3K - $22.3K
|
77.2K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
533+ 3.2% |
$19.3K - $22.3K
|
17.2K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
532+ 0.15% |
$19.2K - $22.2K
|
347K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
522+ 0.53% |
$18.9K - $21.8K
|
99.4K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
519+ 1.99% |
$18.7K - $21.7K
|
26.5K
$709K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
519+ 1.99% |
$18.7K - $21.7K
|
26.5K
$709K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$593K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$593K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
514+ 5.69% |
$18.6K - $21.5K
|
9.54K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
511+ 5.09% |
$18.5K - $21.4K
|
10.5K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
510+ 3.17% |
$18.4K - $21.3K
|
16.6K
$444K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
509+ 1.25% |
$18.4K - $21.3K
|
41.2K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
508+ 1.03% |
$18.3K - $21.2K
|
49.9K
$1.33M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
507+ 2.11% |
$18.3K - $21.2K
|
24.5K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
501+ 0.92% |
$18.1K - $20.9K
|
55.1K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
500+ 3.27% |
$18.1K - $20.9K
|
15.8K
$422K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
500+ 7.78% |
$18.1K - $20.9K
|
6.93K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
500+ 48.22% |
$18.1K - $20.9K
|
1.54K
$41.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500+ 0.79% |
$18.1K - $20.9K
|
63.5K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
500+ 9.55% |
$18.1K - $20.9K
|
5.74K
$153K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
495+ 1.07% |
$17.9K - $20.7K
|
46.6K
$1.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
492+ 0.78% |
$17.8K - $20.6K
|
63.6K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
491+ 4.14% |
$17.7K - $20.5K
|
12.4K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
488+ 2.72% |
$17.6K - $20.4K
|
18.4K
$492K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
488+ 3.83% |
$17.6K - $20.4K
|
13.2K
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
484+ 1.19% |
$17.5K - $20.2K
|
41.2K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
477+ 2.11% |
$17.2K - $19.9K
|
23.1K
$617K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
476+ 2.22% |
$17.2K - $19.9K
|
21.9K
$585K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
474+ 5.72% |
$17.1K - $19.8K
|
8.76K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
468+ 0.6% |
$16.9K - $19.6K
|
78.5K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
466+ 0.52% |
$16.8K - $19.5K
|
89.4K
$2.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
465+ 1.6% |
$16.8K - $19.4K
|
29.6K
$790K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
461+ 2.38% |
$16.7K - $19.3K
|
19.8K
$530K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
456+ 1.4% |
$16.5K - $19.1K
|
33.1K
$884K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
455+ 1.27% |
$16.4K - $19K
|
36.2K
$967K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
452+ 1.62% |
$16.3K - $18.9K
|
28.3K
$756K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
452+ 4.36% |
$16.3K - $18.9K
|
10.8K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
450+ 0.79% |
$16.3K - $18.8K
|
57.7K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
450+ 0.7% |
$16.3K - $18.8K
|
64.3K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
443+ 3.39% |
$16K - $18.5K
|
13.5K
$361K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
442+ 0.28% |
$16K - $18.5K
|
160K
$4.28M
|