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 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-193- 0.58% |
$6.97K - $8.07K
|
32.8K
$878K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-194- 1.49% |
$7.01K - $8.11K
|
12.8K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-196- 0.06% |
$7.08K - $8.19K
|
308K
$8.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-197- 3.01% |
$7.12K - $8.23K
|
6.35K
$170K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-200- 0.38% |
$7.22K - $8.36K
|
52.4K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-200- 3.23% |
$7.22K - $8.36K
|
6K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.0% |
$7.22K - $8.36K
|
19.9K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-202- 0.11% |
$7.3K - $8.44K
|
187K
$4.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-208- 2.52% |
$7.51K - $8.69K
|
8.05K
$215K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-210- 3.06% |
$7.59K - $8.78K
|
6.66K
$178K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-220- 0.37% |
$7.95K - $9.19K
|
60K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-222- 1.24% |
$8.02K - $9.28K
|
17.6K
$472K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-222- 3.83% |
$8.02K - $9.28K
|
5.57K
$149K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-224- 0.78% |
$8.09K - $9.36K
|
28.6K
$765K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-225- 2.17% |
$8.13K - $9.4K
|
10.1K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-225- 1.73% |
$8.13K - $9.4K
|
12.8K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-227- 1.74% |
$8.2K - $9.49K
|
12.8K
$342K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-227- 0.16% |
$8.2K - $9.49K
|
144K
$3.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-231- 2.35% |
$8.34K - $9.65K
|
9.58K
$256K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-235- 0.95% |
$8.49K - $9.82K
|
24.6K
$656K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-237- 0.73% |
$8.56K - $9.9K
|
32.1K
$859K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-237- 0.75% |
$8.56K - $9.9K
|
31.4K
$838K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-238- 1.84% |
$8.6K - $9.95K
|
12.7K
$339K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-241- 1.69% |
$8.7K - $10.1K
|
14K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-247- 2.59% |
$8.92K - $10.3K
|
9.29K
$248K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-248- 3.35% |
$8.96K - $10.4K
|
7.17K
$191K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-250- 2.54% |
$9.03K - $10.4K
|
9.61K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 0.48% |
$9.03K - $10.4K
|
51.4K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-250- 2.21% |
$9.03K - $10.4K
|
11.1K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-250- 0.43% |
$9.03K - $10.4K
|
58.5K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-250- 3.2% |
$9.03K - $10.4K
|
7.57K
$202K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 2.9% |
$9.03K - $10.4K
|
8.36K
$223K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-252- 1.99% |
$9.1K - $10.5K
|
12.4K
$332K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-259- 0.68% |
$9.36K - $10.8K
|
38.1K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-263- 2.23% |
$9.5K - $11K
|
11.6K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-264- 3.51% |
$9.54K - $11K
|
7.26K
$194K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-268- 1.52% |
$9.68K - $11.2K
|
17.3K
$463K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-269- 1.01% |
$9.72K - $11.2K
|
26.4K
$706K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-270- 3.27% |
$9.75K - $11.3K
|
8K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-270- 4.51% |
$9.75K - $11.3K
|
5.72K
$153K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-272- 1.37% |
$9.82K - $11.4K
|
19.5K
$522K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-274- 4.62% |
$9.9K - $11.5K
|
5.66K
$151K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-274- 0.09% |
$9.9K - $11.5K
|
297K
$7.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-275- 2.72% |
$9.93K - $11.5K
|
9.82K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-275- 1.76% |
$9.93K - $11.5K
|
15.4K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-279- 0.87% |
$10.1K - $11.7K
|
31.7K
$846K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-280- 2.56% |
$10.1K - $11.7K
|
10.7K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-280- 0.4% |
$10.1K - $11.7K
|
69.7K
$1.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-280- 0.62% |
$10.1K - $11.7K
|
44.6K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-283- 2.08% |
$10.2K - $11.8K
|
13.3K
$356K
|