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 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-379- 0.87% |
$13.7K - $15.8K
|
43K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-379- 3.12% |
$13.7K - $15.8K
|
11.8K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-390- 1.37% |
$14.1K - $16.3K
|
28K
$736K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-396- 1.93% |
$14.3K - $16.5K
|
20.1K
$527K
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-400- 0.67% |
$14.4K - $16.7K
|
59K
$1.55M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-400- 2.49% |
$14.4K - $16.7K
|
15.7K
$411K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-400- 5.9% |
$14.4K - $16.7K
|
6.38K
$167K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-400- 0.4% |
$14.4K - $16.7K
|
100K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 2.21% |
$14.4K - $16.7K
|
17.7K
$464K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-402- 4.05% |
$14.5K - $16.8K
|
9.52K
$250K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-402- 0.45% |
$14.5K - $16.8K
|
89.1K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-404- 3.62% |
$14.6K - $16.9K
|
10.8K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-405- 3.5% |
$14.6K - $16.9K
|
11.2K
$293K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-407- 0.58% |
$14.7K - $17K
|
69.6K
$1.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-408- 2.28% |
$14.7K - $17.1K
|
17.5K
$459K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-411- 1.06% |
$14.8K - $17.2K
|
38.3K
$1M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-412- 42.21% |
$14.9K - $17.2K
|
564
$14.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-413- 3.27% |
$14.9K - $17.3K
|
12.2K
$320K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-416- 5.22% |
$15K - $17.4K
|
7.55K
$198K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-419- 0.63% |
$15.1K - $17.5K
|
66.1K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-419- 3.32% |
$15.1K - $17.5K
|
12.2K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-421- 0.63% |
$15.2K - $17.6K
|
66.2K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-422- 2.74% |
$15.2K - $17.6K
|
15K
$392K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-425- 0.91% |
$15.4K - $17.8K
|
46.3K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-425- 1.61% |
$15.4K - $17.8K
|
26K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-426- 0.77% |
$15.4K - $17.8K
|
54.7K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-435- 3.7% |
$15.7K - $18.2K
|
11.3K
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-440- 1.52% |
$15.9K - $18.4K
|
28.4K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-447- 0.26% |
$16.1K - $18.7K
|
169K
$4.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-448- 3.54% |
$16.2K - $18.7K
|
12.2K
$320K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-448- 1.27% |
$16.2K - $18.7K
|
34.9K
$917K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-450- 1.73% |
$16.3K - $18.8K
|
25.5K
$670K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-452- 4.92% |
$16.3K - $18.9K
|
8.74K
$229K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-453- 0.1% |
$16.4K - $18.9K
|
472K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-454- 1.05% |
$16.4K - $19K
|
42.9K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-455- 15.27% |
$16.4K - $19K
|
2.52K
$66.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-458- 1.4% |
$16.5K - $19.1K
|
32.4K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-459- 0.84% |
$16.6K - $19.2K
|
54.1K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-461- 4.02% |
$16.7K - $19.3K
|
11K
$289K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-463- 0.62% |
$16.7K - $19.3K
|
74.5K
$1.95M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-466- 7.6% |
$16.8K - $19.5K
|
5.67K
$149K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-468- 2.77% |
$16.9K - $19.6K
|
16.4K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-468- 0.57% |
$16.9K - $19.6K
|
81.4K
$2.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-469- 0.6% |
$16.9K - $19.6K
|
78K
$2.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-469- 0.2% |
$16.9K - $19.6K
|
235K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-470- 1.87% |
$17K - $19.6K
|
24.7K
$648K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-472- 5.9% |
$17K - $19.7K
|
7.53K
$198K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-480- 6.84% |
$17.3K - $20.1K
|
6.54K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-490- 28.16% |
$17.7K - $20.5K
|
1.25K
$32.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-490- 5.32% |
$17.7K - $20.5K
|
8.71K
$229K
|