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 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-283- 2.94% |
$10.2K - $11.8K
|
9.34K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-284- 0.27% |
$10.3K - $11.9K
|
106K
$2.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-289- 1.42% |
$10.4K - $12.1K
|
20K
$525K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-300- 4.09% |
$10.8K - $12.5K
|
7.04K
$185K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-300- 1.68% |
$10.8K - $12.5K
|
17.6K
$462K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-300- 1.05% |
$10.8K - $12.5K
|
28.2K
$739K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-300- 0.76% |
$10.8K - $12.5K
|
39K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-300- 1.05% |
$10.8K - $12.5K
|
28.2K
$741K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-300- 2.47% |
$10.8K - $12.5K
|
11.8K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-300- 1.34% |
$10.8K - $12.5K
|
22.1K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 1.8% |
$10.8K - $12.5K
|
16.4K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-300- 1.7% |
$10.8K - $12.5K
|
17.3K
$455K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 1.56% |
$10.8K - $12.5K
|
19K
$498K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-301- 4.16% |
$10.9K - $12.6K
|
6.93K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-304- 0.4% |
$11K - $12.7K
|
76.6K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-307- 31.91% |
$11.1K - $12.8K
|
655
$17.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-308- 3.8% |
$11.1K - $12.9K
|
7.79K
$204K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-308- 1.4% |
$11.1K - $12.9K
|
21.7K
$569K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-310- 1.39% |
$11.2K - $13K
|
22K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-311- 0.18% |
$11.2K - $13K
|
174K
$4.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-317- 3.14% |
$11.5K - $13.2K
|
9.78K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-318- 4.43% |
$11.5K - $13.3K
|
6.86K
$180K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-318- 2.64% |
$11.5K - $13.3K
|
11.7K
$307K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-320- 2.95% |
$11.6K - $13.4K
|
10.5K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-320- 4.41% |
$11.6K - $13.4K
|
6.93K
$182K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-327- 1.3% |
$11.8K - $13.7K
|
24.8K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-327- 1.33% |
$11.8K - $13.7K
|
24.3K
$638K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-330- 1.23% |
$11.9K - $13.8K
|
26.6K
$698K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-336- 2.29% |
$12.1K - $14K
|
14.4K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-338- 7.24% |
$12.2K - $14.1K
|
4.33K
$114K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-349- 3.25% |
$12.6K - $14.6K
|
10.4K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-349- 6.04% |
$12.6K - $14.6K
|
5.43K
$142K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-351- 0.53% |
$12.7K - $14.7K
|
66K
$1.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-352- 2.46% |
$12.7K - $14.7K
|
14K
$366K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-353- 1.97% |
$12.8K - $14.8K
|
17.5K
$460K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-353- 1.43% |
$12.8K - $14.8K
|
24.3K
$638K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-358- 4.55% |
$12.9K - $15K
|
7.52K
$197K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-359- 10.16% |
$13K - $15K
|
3.17K
$83.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-363- 2.41% |
$13.1K - $15.2K
|
14.7K
$386K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-364- 1.1% |
$13.1K - $15.2K
|
32.8K
$861K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-364- 3.45% |
$13.1K - $15.2K
|
10.2K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-365- 3.91% |
$13.2K - $15.3K
|
8.98K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-366- 2.95% |
$13.2K - $15.3K
|
12K
$316K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-369- 5.86% |
$13.3K - $15.4K
|
5.93K
$156K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-371- 4.35% |
$13.4K - $15.5K
|
8.16K
$214K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-373- 2.3% |
$13.5K - $15.6K
|
15.9K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-375- 6.3% |
$13.5K - $15.7K
|
5.57K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-375- 0.89% |
$13.5K - $15.7K
|
41.7K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-376- 1.79% |
$13.6K - $15.7K
|
20.6K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-378- 0.45% |
$13.7K - $15.8K
|
83.6K
$2.19M
|