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
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-493- 7.31% |
$17.8K - $20.6K
|
6.25K
$164K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-495- 3.56% |
$17.9K - $20.7K
|
13.4K
$352K
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-500- 1.57% |
$18.1K - $20.9K
|
31.3K
$821K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 0.73% |
$18.1K - $20.9K
|
68.2K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-500- 1.89% |
$18.1K - $20.9K
|
25.9K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500- 0.59% |
$18.1K - $20.9K
|
83.8K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 0.55% |
$18.1K - $20.9K
|
91.1K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-500- 26.32% |
$18.1K - $20.9K
|
1.4K
$36.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-500- 1.47% |
$18.1K - $20.9K
|
33.5K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-500- 0.4% |
$18.1K - $20.9K
|
123K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 4.82% |
$18.1K - $20.9K
|
9.87K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 4.82% |
$18.1K - $20.9K
|
9.87K
$259K
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-500- 6.97% |
$18.1K - $20.9K
|
6.68K
$175K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-503- 41.57% |
$18.2K - $21K
|
707
$18.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-509- 12.75% |
$18.4K - $21.3K
|
3.48K
$91.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-510- 1.37% |
$18.4K - $21.3K
|
36.8K
$966K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-513- 5.08% |
$18.5K - $21.4K
|
9.58K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-514- 1.75% |
$18.6K - $21.5K
|
28.8K
$755K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-514- 1.25% |
$18.6K - $21.5K
|
40.7K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-514- 0.02% |
$18.6K - $21.5K
|
2.64M
$69.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-518- 1.39% |
$18.7K - $21.6K
|
36.8K
$965K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-518- 1.22% |
$18.7K - $21.6K
|
41.8K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-521- 0.87% |
$18.8K - $21.8K
|
59.4K
$1.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-525- 7.84% |
$19K - $21.9K
|
6.17K
$162K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-534- 7.86% |
$19.3K - $22.3K
|
6.26K
$164K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-535- 1.54% |
$19.3K - $22.4K
|
34.3K
$900K
|
|
|
Aug 08, 2023
Q2 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-535- 0.58% |
$19.3K - $22.4K
|
91.6K
$2.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-536- 4.35% |
$19.4K - $22.4K
|
11.8K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-540- 5.72% |
$19.5K - $22.6K
|
8.9K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-543- 8.12% |
$19.6K - $22.7K
|
6.15K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-548- 3.36% |
$19.8K - $22.9K
|
15.7K
$413K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-552- 7.93% |
$19.9K - $23.1K
|
6.41K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-554- 5.27% |
$20K - $23.2K
|
9.96K
$261K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-557- 1.98% |
$20.1K - $23.3K
|
27.6K
$724K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-558- 6.02% |
$20.2K - $23.3K
|
8.7K
$228K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-560- 2.88% |
$20.2K - $23.4K
|
18.9K
$495K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-568- 1.2% |
$20.5K - $23.7K
|
46.6K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-569- 3.56% |
$20.6K - $23.8K
|
15.4K
$405K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-571- 4.55% |
$20.6K - $23.9K
|
12K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-572- 6.51% |
$20.7K - $23.9K
|
8.22K
$216K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-576- 53.23% |
$20.8K - $24.1K
|
506
$13.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-581- 4.63% |
$21K - $24.3K
|
12K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-581- 1.45% |
$21K - $24.3K
|
39.5K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-582- 5.52% |
$21K - $24.3K
|
9.96K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-586- 6.14% |
$21.2K - $24.5K
|
8.96K
$235K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-587- 4.05% |
$21.2K - $24.5K
|
13.9K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-593- 0.19% |
$21.4K - $24.8K
|
307K
$8.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-606- 3.52% |
$21.9K - $25.3K
|
16.6K
$436K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-606- 7.17% |
$21.9K - $25.3K
|
7.85K
$206K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-613- 0.42% |
$22.1K - $25.6K
|
144K
$3.78M
|