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 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
438+ 0.35% |
$15.8K - $18.3K
|
124K
$3.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
436+ 1.66% |
$15.7K - $18.2K
|
26.6K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
434+ 1.22% |
$15.7K - $18.1K
|
36.1K
$965K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
432+ 3.46% |
$15.6K - $18.1K
|
12.9K
$345K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
431+ 4.25% |
$15.6K - $18K
|
10.6K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
430+ 2.06% |
$15.5K - $18K
|
21.3K
$568K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
426+ 1.62% |
$15.4K - $17.8K
|
26.7K
$714K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
425+ 559.21% |
$15.4K - $17.8K
|
501
$13.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Investment Management Associates Inc
|
BUY
|
- |
422+ 1.6% |
$15.2K - $17.6K
|
26.8K
$717K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
419+ 7.79% |
$15.1K - $17.5K
|
5.8K
$155K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
418+ 2.36% |
$15.1K - $17.5K
|
18.1K
$484K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
418+ 3.0% |
$15.1K - $17.5K
|
14.4K
$384K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
414+ 0.9% |
$15K - $17.3K
|
46.5K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
412+ 1.33% |
$14.9K - $17.2K
|
31.4K
$838K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
412+ 3.61% |
$14.9K - $17.2K
|
11.8K
$316K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
411+ 1.81% |
$14.8K - $17.2K
|
23.1K
$617K
|
|
|
Aug 04, 2023
Q2 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
411+ 3.99% |
$14.8K - $17.2K
|
10.7K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
407+ 1.23% |
$14.7K - $17K
|
33.6K
$898K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
405+ 4.47% |
$14.6K - $16.9K
|
9.46K
$253K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
402+ 0.27% |
$14.5K - $16.8K
|
151K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
400+ 9.52% |
$14.4K - $16.7K
|
4.6K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
400+ 4.72% |
$14.4K - $16.7K
|
8.87K
$237K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
399+ 1.98% |
$14.4K - $16.7K
|
20.6K
$550K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
390+ 7.45% |
$14.1K - $16.3K
|
5.62K
$150K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
390New |
$14.1K - $16.3K
|
390
$10.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
385+ 3.14% |
$13.9K - $16.1K
|
12.7K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
385+ 0.72% |
$13.9K - $16.1K
|
54K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
374+ 1.77% |
$13.5K - $15.6K
|
21.5K
$575K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
372+ 3.94% |
$13.4K - $15.5K
|
9.81K
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
367+ 3.38% |
$13.3K - $15.3K
|
11.2K
$300K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
365+ 0.69% |
$13.2K - $15.3K
|
53.4K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
364+ 6.31% |
$13.1K - $15.2K
|
6.13K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
364+ 6.93% |
$13.1K - $15.2K
|
5.62K
$150K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
361+ 2.51% |
$13K - $15.1K
|
14.7K
$393K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
360+ 3.66% |
$13K - $15K
|
10.2K
$272K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
360+ 0.57% |
$13K - $15K
|
63.7K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
350+ 5.88% |
$12.6K - $14.6K
|
6.3K
$168K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
348+ 0.88% |
$12.6K - $14.5K
|
39.8K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
336+ 0.55% |
$12.1K - $14K
|
61.5K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
335+ 0.05% |
$12.1K - $14K
|
738K
$19.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
335+ 3.62% |
$12.1K - $14K
|
9.59K
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
334+ 0.93% |
$12.1K - $14K
|
36.4K
$973K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
333+ 6.2% |
$12K - $13.9K
|
5.7K
$152K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
331+ 3.87% |
$12K - $13.8K
|
8.89K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.83% |
$11.8K - $13.7K
|
11.9K
$319K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
327+ 2.83% |
$11.8K - $13.7K
|
11.9K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
325+ 4.4% |
$11.7K - $13.6K
|
7.71K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
324+ 1.2% |
$11.7K - $13.5K
|
27.4K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
324+ 5.04% |
$11.7K - $13.5K
|
6.75K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
324+ 1.7% |
$11.7K - $13.5K
|
19.4K
$518K
|