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
|
Mc Lean Asset Management Corp
|
BUY
|
- |
114+ 0.89% |
$4.12K - $4.76K
|
12.9K
$344K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
114+ 1.39% |
$4.12K - $4.76K
|
8.31K
$222K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
110+ 0.37% |
$3.97K - $4.6K
|
30K
$801K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
108+ 1.09% |
$3.9K - $4.51K
|
10K
$267K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
107+ 2.59% |
$3.86K - $4.47K
|
4.25K
$113K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
105+ 0.13% |
$3.79K - $4.39K
|
81.7K
$2.18M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
105+ 1.54% |
$3.79K - $4.39K
|
6.95K
$186K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
103+ 0.55% |
$3.72K - $4.3K
|
18.9K
$506K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
103+ 1.72% |
$3.72K - $4.3K
|
6.1K
$163K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
102+ 0.88% |
$3.68K - $4.26K
|
11.7K
$312K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.61K - $4.18K
|
100
$2.67K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
98+ 0.47% |
$3.54K - $4.1K
|
21.1K
$564K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
98+ 1.18% |
$3.54K - $4.1K
|
8.43K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
98+ 0.03% |
$3.54K - $4.1K
|
291K
$7.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
98+ 1.38% |
$3.54K - $4.1K
|
7.2K
$192K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
98+ 0.7% |
$3.54K - $4.1K
|
14K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
96+ 0.49% |
$3.47K - $4.01K
|
19.5K
$522K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
96+ 0.55% |
$3.47K - $4.01K
|
17.6K
$471K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
95+ 0.92% |
$3.43K - $3.97K
|
10.4K
$278K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
95+ 0.56% |
$3.43K - $3.97K
|
17K
$455K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
93+ 0.44% |
$3.36K - $3.89K
|
21.1K
$564K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
91+ 0.96% |
$3.29K - $3.8K
|
9.52K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
91+ 0.97% |
$3.29K - $3.8K
|
9.48K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
90+ 0.98% |
$3.25K - $3.76K
|
9.26K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
87+ 0.77% |
$3.14K - $3.64K
|
11.3K
$303K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85+ 1.18% |
$3.07K - $3.55K
|
7.29K
$195K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
84+ 0.15% |
$3.03K - $3.51K
|
57.1K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
83+ 0.54% |
$3K - $3.47K
|
15.6K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
81+ 0.17% |
$2.93K - $3.38K
|
48.7K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
81+ 0.72% |
$2.93K - $3.38K
|
11.4K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
80+ 0.25% |
$2.89K - $3.34K
|
32.5K
$868K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
79+ 0.71% |
$2.85K - $3.3K
|
11.2K
$299K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
78+ 0.41% |
$2.82K - $3.26K
|
19.2K
$514K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
77+ 1.06% |
$2.78K - $3.22K
|
7.37K
$197K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
76+ 0.72% |
$2.75K - $3.18K
|
10.6K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
74+ 0.76% |
$2.67K - $3.09K
|
9.78K
$261K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 0.25% |
$2.64K - $3.05K
|
29.3K
$782K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
72+ 0.41% |
$2.6K - $3.01K
|
17.7K
$473K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
72+ 0.06% |
$2.6K - $3.01K
|
115K
$3.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
71+ 0.27% |
$2.56K - $2.97K
|
25.9K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 0.49% |
$2.56K - $2.97K
|
14.7K
$392K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
69+ 0.35% |
$2.49K - $2.88K
|
19.9K
$532K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
68+ 23.61% |
$2.46K - $2.84K
|
356
$9.51K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
67+ 0.14% |
$2.42K - $2.8K
|
47.5K
$1.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
65+ 1.05% |
$2.35K - $2.72K
|
6.23K
$166K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
63+ 0.97% |
$2.28K - $2.63K
|
6.58K
$176K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
60+ 1.69% |
$2.17K - $2.51K
|
3.6K
$96.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
58+ 0.74% |
$2.09K - $2.42K
|
7.86K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
56+ 2.99% |
$2.02K - $2.34K
|
1.93K
$51.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 0.45% |
$2.02K - $2.34K
|
12.4K
$331K
|