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 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-40- 0.16% |
$1.44K - $1.67K
|
24.8K
$662K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-41- 0.05% |
$1.48K - $1.71K
|
85.7K
$2.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-41- 1.51% |
$1.48K - $1.71K
|
2.68K
$71.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-41- 0.1% |
$1.48K - $1.71K
|
39.2K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-42- 0.69% |
$1.52K - $1.76K
|
6.02K
$161K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-44- 0.51% |
$1.59K - $1.84K
|
8.64K
$231K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-45- 0.19% |
$1.63K - $1.88K
|
24.1K
$645K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-48- 0.19% |
$1.73K - $2.01K
|
25.2K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-48- 0.43% |
$1.73K - $2.01K
|
11.1K
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-49- 0.23% |
$1.77K - $2.05K
|
21.6K
$577K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 0.11% |
$1.81K - $2.09K
|
44.3K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.11% |
$1.81K - $2.09K
|
46.1K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-50- 0.03% |
$1.81K - $2.09K
|
154K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-50- 0.22% |
$1.81K - $2.09K
|
22.3K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-50- 0.3% |
$1.81K - $2.09K
|
16.6K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-51- 0.06% |
$1.84K - $2.13K
|
78.6K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-52- 0.66% |
$1.88K - $2.17K
|
7.87K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-52- 0.1% |
$1.88K - $2.17K
|
54K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-54- 0.07% |
$1.95K - $2.26K
|
72.8K
$1.95M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-54- 0.07% |
$1.95K - $2.26K
|
72.8K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-58- 2.96% |
$2.09K - $2.42K
|
1.9K
$50.8K
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-58- 0.95% |
$2.09K - $2.42K
|
6.05K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-58- 0.86% |
$2.09K - $2.42K
|
6.68K
$178K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-60- 0.32% |
$2.17K - $2.51K
|
18.7K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-61- 0.81% |
$2.2K - $2.55K
|
7.49K
$200K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-63- 0.69% |
$2.28K - $2.63K
|
9.12K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-63- 1.12% |
$2.28K - $2.63K
|
5.57K
$149K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-65- 0.19% |
$2.35K - $2.72K
|
34K
$908K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-66- 0.69% |
$2.38K - $2.76K
|
9.54K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-68- 0.37% |
$2.46K - $2.84K
|
18.1K
$485K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-69- 1.04% |
$2.49K - $2.88K
|
6.55K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-71- 0.54% |
$2.56K - $2.97K
|
13.1K
$351K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-72- 0.18% |
$2.6K - $3.01K
|
39.6K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-74- 1.04% |
$2.67K - $3.09K
|
7.03K
$188K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-74- 0.14% |
$2.67K - $3.09K
|
52.8K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 2.21% |
$2.71K - $3.13K
|
3.32K
$88.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-75- 0.48% |
$2.71K - $3.13K
|
15.5K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-78- 0.04% |
$2.82K - $3.26K
|
190K
$5.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-79- 0.15% |
$2.85K - $3.3K
|
51.7K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.8% |
$2.89K - $3.34K
|
9.94K
$266K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-81- 1.12% |
$2.93K - $3.38K
|
7.15K
$191K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-83- 0.27% |
$3K - $3.47K
|
31.2K
$832K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-83- 5.59% |
$3K - $3.47K
|
1.4K
$37.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-84- 0.12% |
$3.03K - $3.51K
|
69K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 0.43% |
$3.07K - $3.55K
|
19.8K
$529K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-85- 1.33% |
$3.07K - $3.55K
|
6.3K
$168K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-89- 0.93% |
$3.21K - $3.72K
|
9.43K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-90- 1.25% |
$3.25K - $3.76K
|
7.09K
$189K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-92- 0.13% |
$3.32K - $3.84K
|
69.5K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-93- 1.03% |
$3.36K - $3.89K
|
8.91K
$238K
|