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 21, 2023
Q2 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-1K- 2.03% |
$36.1K - $41.8K
|
48.3K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1K- 3.31% |
$36.1K - $41.8K
|
29.2K
$802K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 1.47% |
$36.1K - $41.8K
|
67K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1K- 7.5% |
$36.2K - $41.8K
|
12.3K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 6.41% |
$36.7K - $42.4K
|
14.8K
$407K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.02K- 2.04% |
$36.7K - $42.5K
|
48.8K
$1.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.02K- 9.83% |
$36.9K - $42.7K
|
9.36K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 14.26% |
$37K - $42.8K
|
6.16K
$169K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.02K- 1.45% |
$37K - $42.8K
|
69.7K
$1.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-1.03K- 3.73% |
$37.3K - $43.1K
|
26.6K
$732K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.04K- 0.45% |
$37.4K - $43.3K
|
229K
$6.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.75% |
$37.7K - $43.7K
|
58.7K
$1.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.05K- 1.65% |
$37.9K - $43.8K
|
62.5K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.05K- 6.0% |
$37.9K - $43.9K
|
16.5K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.05K- 7.22% |
$37.9K - $43.9K
|
13.5K
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.05K- 6.41% |
$38K - $44K
|
15.4K
$422K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.06K- 0.19% |
$38.2K - $44.2K
|
568K
$15.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.07K- 1.73% |
$38.6K - $44.6K
|
60.7K
$1.67M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.08K- 13.04% |
$38.8K - $44.9K
|
7.17K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.08K- 8.33% |
$38.8K - $44.9K
|
11.8K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 1.22% |
$38.9K - $45K
|
87.5K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.08K- 0.24% |
$38.9K - $45K
|
444K
$12.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.08K- 10.99% |
$39K - $45.1K
|
8.74K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.08K- 15.51% |
$39.2K - $45.3K
|
5.9K
$162K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.09K- 2.37% |
$39.4K - $45.6K
|
44.8K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.09K- 7.82% |
$39.4K - $45.6K
|
12.9K
$353K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.1K- 0.86% |
$39.6K - $45.8K
|
127K
$3.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.1K- 5.67% |
$39.7K - $46K
|
18.3K
$503K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.12K- 1.21% |
$40.5K - $46.8K
|
91.8K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.13K- 1.01% |
$40.9K - $47.3K
|
111K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.14K- 5.48% |
$41.1K - $47.6K
|
19.6K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.14K- 2.34% |
$41.3K - $47.8K
|
47.7K
$1.31M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.15K- 0.29% |
$41.4K - $47.8K
|
394K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.15K- 2.25% |
$41.7K - $48.2K
|
50.1K
$1.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.16K- 10.12% |
$41.8K - $48.4K
|
10.3K
$282K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.17K- 8.37% |
$42.2K - $48.8K
|
12.8K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.17K- 3.17% |
$42.3K - $48.9K
|
35.8K
$982K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.17K- 8.15% |
$42.3K - $49K
|
13.2K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.18K- 6.72% |
$42.5K - $49.1K
|
16.3K
$448K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.19K- 3.21% |
$43.1K - $49.9K
|
36K
$990K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 2.09% |
$43.2K - $50K
|
56.1K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.2K- 10.11% |
$43.3K - $50.1K
|
10.7K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 5.56% |
$43.3K - $50.1K
|
20.4K
$560K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.2K- 4.82% |
$43.4K - $50.2K
|
23.8K
$652K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.2K- 10.23% |
$43.4K - $50.2K
|
10.5K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.21K- 3.39% |
$43.6K - $50.4K
|
34.3K
$943K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.21K- 2.99% |
$43.7K - $50.6K
|
39.3K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.24K- 6.96% |
$44.7K - $51.7K
|
16.6K
$455K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.24K- 12.58% |
$44.8K - $51.9K
|
8.62K
$237K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-1.24K- 3.87% |
$44.9K - $52K
|
30.9K
$850K
|