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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$72.2 - $83.6
|
2
$53.4
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.17% |
$72.2 - $83.6
|
1.18K
$31.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.02% |
$36.1 - $41.8
|
6.06K
$162K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$36.1 - $41.8
|
5.54K
$148K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1+ 0.0% |
$36.1 - $41.8
|
32.3K
$863K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.0% |
$36.1 - $41.8
|
23K
$614K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.1 - $41.8
|
10.7K
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$36.1 - $41.8
|
3.92K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1+ 0.0% |
$36.1 - $41.8
|
33.4K
$891K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$36.1 - $41.8
|
7.42K
$198K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1- 0.01% |
$36.1 - $41.8
|
9.48K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2- -0.0% |
$72.2 - $83.6
|
49.3K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-4- 0.02% |
$144 - $167
|
24.9K
$665K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.07% |
$144 - $167
|
6.03K
$161K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$181 - $209
|
9.6K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-5- 0.04% |
$181 - $209
|
14K
$373K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 0.12% |
$181 - $209
|
4.02K
$107K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6- 0.1% |
$217 - $251
|
5.78K
$154K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.04% |
$217 - $251
|
13.5K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-9- 0.38% |
$325 - $376
|
2.39K
$63.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-10- 0.04% |
$361 - $418
|
27.5K
$734K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-13- 0.01% |
$470 - $543
|
176K
$4.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-14- 0.14% |
$506 - $585
|
9.66K
$258K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-16- 0.18% |
$578 - $669
|
8.89K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.17% |
$722 - $836
|
11.6K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 0.05% |
$759 - $878
|
43.9K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-21- 0.33% |
$759 - $878
|
6.31K
$169K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-24- 0.84% |
$867 - $1K
|
2.83K
$75.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25- 0.21% |
$903 - $1.04K
|
11.9K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-25- 0.27% |
$903 - $1.04K
|
9.09K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.15% |
$903 - $1.04K
|
16.9K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.21% |
$903 - $1.04K
|
11.8K
$314K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-26- 0.07% |
$939 - $1.09K
|
35.9K
$959K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-27- 0.09% |
$975 - $1.13K
|
31.3K
$835K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-28- 0.36% |
$1.01K - $1.17K
|
7.85K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-30- 0.05% |
$1.08K - $1.25K
|
57.5K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-30- 0.47% |
$1.08K - $1.25K
|
6.36K
$170K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-30- 0.41% |
$1.08K - $1.25K
|
7.22K
$193K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-30- 0.34% |
$1.08K - $1.25K
|
8.77K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-31- 0.53% |
$1.12K - $1.3K
|
5.8K
$155K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-31- 0.57% |
$1.12K - $1.3K
|
5.43K
$145K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-32- 0.19% |
$1.16K - $1.34K
|
16.5K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-32- 0.46% |
$1.16K - $1.34K
|
6.96K
$186K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-33- 0.41% |
$1.19K - $1.38K
|
8.03K
$214K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37- 0.27% |
$1.34K - $1.55K
|
13.7K
$365K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-38- 5.96% |
$1.37K - $1.59K
|
600
$16K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-39- 0.02% |
$1.41K - $1.63K
|
202K
$5.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-39- 0.66% |
$1.41K - $1.63K
|
5.88K
$157K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-39- 0.06% |
$1.41K - $1.63K
|
60.6K
$1.62M
|