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 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.25K- 16.48% |
$45.1K - $52.2K
|
6.33K
$174K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.25K- 3.83% |
$45.2K - $52.2K
|
31.4K
$862K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.27K- 9.91% |
$45.8K - $53K
|
11.5K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.27K- 12.12% |
$45.9K - $53.1K
|
9.21K
$253K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.28K- 4.25% |
$46.3K - $53.5K
|
28.9K
$793K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.28K- 8.3% |
$46.3K - $53.5K
|
14.1K
$389K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.29K- 1.91% |
$46.4K - $53.7K
|
66.1K
$1.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.29K- 2.78% |
$46.5K - $53.8K
|
45K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.29K- 5.42% |
$46.5K - $53.8K
|
22.5K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.3K- 6.07% |
$47K - $54.3K
|
20.1K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-1.31K- 0.93% |
$47.4K - $54.8K
|
140K
$3.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.35K- 10.6% |
$48.8K - $56.4K
|
11.4K
$313K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.36K- 3.16% |
$49K - $56.7K
|
41.6K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.36K- 3.37% |
$49K - $56.7K
|
38.9K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.38K- 88.88% |
$49.7K - $57.5K
|
172
$4.72K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 21.74% |
$50K - $57.8K
|
4.98K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.39K- 3.29% |
$50.1K - $57.9K
|
40.8K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.4K- 14.86% |
$50.4K - $58.3K
|
8K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.4K- 5.5% |
$50.7K - $58.7K
|
24.1K
$662K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.96% |
$51.1K - $59.1K
|
9.5K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.42K- 3.91% |
$51.2K - $59.3K
|
34.8K
$956K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.43K- 12.78% |
$51.6K - $59.7K
|
9.75K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 2.28% |
$51.6K - $59.7K
|
61.1K
$1.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.43K- 9.54% |
$51.7K - $59.8K
|
13.6K
$372K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.43K- 1.09% |
$51.7K - $59.8K
|
130K
$3.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Cortland Associates Inc
|
SELL
|
- |
-1.43K- 16.35% |
$51.8K - $59.9K
|
7.34K
$201K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.44K- 2.33% |
$51.9K - $60K
|
60.3K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 3.1% |
$52.6K - $60.8K
|
45.4K
$1.25M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.47K- 3.05% |
$53K - $61.3K
|
46.6K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.48K- 6.07% |
$53.5K - $61.8K
|
22.9K
$629K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.48K- 3.39% |
$53.5K - $61.8K
|
42.1K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.48K- 17.99% |
$53.5K - $61.8K
|
6.75K
$185K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.48K- 4.14% |
$53.6K - $62K
|
34.4K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-1.5K- 1.77% |
$54K - $62.5K
|
83.1K
$2.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.5K- 2.21% |
$54.2K - $62.7K
|
66.5K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.5K- 14.72% |
$54.2K - $62.7K
|
8.69K
$239K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-1.51K- 2.97% |
$54.5K - $63.1K
|
49.3K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.51K- 1.47% |
$54.5K - $63.1K
|
101K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.51K- 1.68% |
$54.7K - $63.3K
|
88.3K
$2.43M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.52K- 0.96% |
$54.7K - $63.3K
|
156K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.55K- 3.36% |
$55.9K - $64.6K
|
44.5K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.55K- 11.48% |
$56.1K - $64.9K
|
12K
$329K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.56K- 1.68% |
$56.2K - $65K
|
91K
$2.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.56K- 1.26% |
$56.2K - $65K
|
122K
$3.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.56K- 2.78% |
$56.3K - $65.2K
|
54.5K
$1.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.56K- 1.42% |
$56.4K - $65.2K
|
108K
$2.98M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.56K- 4.54% |
$56.5K - $65.4K
|
32.9K
$904K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 3.65% |
$56.9K - $65.9K
|
41.6K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.58K- 13.83% |
$56.9K - $65.9K
|
9.82K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.59K- 11.43% |
$57.3K - $66.2K
|
12.3K
$337K
|