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 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-74- 0.14% |
$2.67K - $3.09K
|
52.8K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 2.21% |
$2.71K - $3.13K
|
3.32K
$79.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-75- 0.48% |
$2.71K - $3.13K
|
15.5K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-78- 0.04% |
$2.82K - $3.26K
|
190K
$4.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-79- 0.15% |
$2.85K - $3.3K
|
51.7K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.8% |
$2.89K - $3.34K
|
9.94K
$237K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-81- 1.12% |
$2.93K - $3.38K
|
7.15K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-83- 0.27% |
$3K - $3.47K
|
31.2K
$744K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-83- 5.59% |
$3K - $3.47K
|
1.4K
$33.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-84- 0.12% |
$3.03K - $3.51K
|
69K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 0.43% |
$3.07K - $3.55K
|
19.8K
$472K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-85- 1.33% |
$3.07K - $3.55K
|
6.3K
$150K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-89- 0.93% |
$3.21K - $3.72K
|
9.43K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-90- 1.25% |
$3.25K - $3.76K
|
7.09K
$169K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-92- 0.13% |
$3.32K - $3.84K
|
69.5K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-93- 1.03% |
$3.36K - $3.89K
|
8.91K
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-95- 0.2% |
$3.43K - $3.97K
|
48.2K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-95- 1.16% |
$3.43K - $3.97K
|
8.13K
$194K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 0.58% |
$3.61K - $4.18K
|
17.1K
$407K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.34% |
$3.61K - $4.18K
|
28.9K
$690K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.72% |
$3.61K - $4.18K
|
3.57K
$85.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-100- 0.91% |
$3.61K - $4.18K
|
10.9K
$261K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-100- 0.91% |
$3.61K - $4.18K
|
10.9K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-101- 7.38% |
$3.65K - $4.22K
|
1.27K
$30.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-102- 4.27% |
$3.68K - $4.26K
|
2.29K
$54.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-102- 0.34% |
$3.68K - $4.26K
|
29.9K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-102- 0.2% |
$3.68K - $4.26K
|
51.5K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-103- 0.57% |
$3.72K - $4.3K
|
17.8K
$426K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-104- 1.82% |
$3.76K - $4.35K
|
5.6K
$134K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-105- 0.59% |
$3.79K - $4.39K
|
17.7K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-105- 0.75% |
$3.79K - $4.39K
|
13.9K
$332K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-106- 1.61% |
$3.83K - $4.43K
|
6.5K
$155K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-107- 0.62% |
$3.86K - $4.47K
|
17.2K
$412K
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-108- 0.54% |
$3.9K - $4.51K
|
20.1K
$479K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-108- 0.17% |
$3.9K - $4.51K
|
64.8K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-111- 1.69% |
$4.01K - $4.64K
|
6.45K
$154K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-111- 4.63% |
$4.01K - $4.64K
|
2.29K
$54.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-112- 0.16% |
$4.05K - $4.68K
|
68.5K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-115- 1.74% |
$4.15K - $4.81K
|
6.5K
$155K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-120- 0.21% |
$4.33K - $5.01K
|
56.2K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-128- 0.66% |
$4.62K - $5.35K
|
19.1K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-128- 0.66% |
$4.62K - $5.35K
|
19.3K
$462K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-129- 0.76% |
$4.66K - $5.39K
|
16.9K
$403K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-131- 2.11% |
$4.73K - $5.47K
|
6.09K
$145K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-134- 0.61% |
$4.84K - $5.6K
|
21.8K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134- 11.25% |
$4.84K - $5.6K
|
1.06K
$25.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-138- 0.7% |
$4.98K - $5.77K
|
19.5K
$464K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-139- 1.12% |
$5.02K - $5.81K
|
12.3K
$294K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-144- 1.27% |
$5.2K - $6.02K
|
11.2K
$267K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-150- 1.21% |
$5.42K - $6.27K
|
12.2K
$292K
|