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
|
Garner Asset Management Corp
|
SELL
|
- |
-2.75K- 17.73% |
$99.4K - $115K
|
12.8K
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.77K- 15.57% |
$100K - $116K
|
15K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.78K- 2.53% |
$100K - $116K
|
107K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2.79K- 0.87% |
$101K - $117K
|
318K
$8.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.82K- 12.99% |
$102K - $118K
|
18.9K
$518K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 1.46% |
$102K - $118K
|
191K
$5.23M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.9K- 8.25% |
$105K - $121K
|
32.2K
$884K
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-2.9K- 4.4% |
$105K - $121K
|
63K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-2.91K- 1.18% |
$105K - $122K
|
245K
$6.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-2.94K- 14.49% |
$106K - $123K
|
17.4K
$477K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.98K- 0.97% |
$108K - $124K
|
302K
$8.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3K- 5.73% |
$108K - $125K
|
49.4K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.01K- 5.74% |
$109K - $126K
|
49.4K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.02K- 7.19% |
$109K - $126K
|
39K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.03K- 17.03% |
$109K - $127K
|
14.8K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.07K- 4.0% |
$111K - $128K
|
73.7K
$2.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.07K- 1.7% |
$111K - $128K
|
178K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.08K- 2.36% |
$111K - $129K
|
127K
$3.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-3.09K- 3.2% |
$112K - $129K
|
93.4K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.09K- 8.14% |
$112K - $129K
|
34.9K
$958K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.14K- 15.51% |
$113K - $131K
|
17.1K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.14K- 3.44% |
$113K - $131K
|
88.2K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-3.14K- 4.24% |
$114K - $131K
|
71K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-3.15K- 5.9% |
$114K - $132K
|
50.2K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.2K- 4.62% |
$116K - $134K
|
66.1K
$1.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.21K- 13.99% |
$116K - $134K
|
19.7K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.23K- 24.25% |
$117K - $135K
|
10.1K
$277K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.24K- 1.31% |
$117K - $136K
|
244K
$6.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.26K- 5.79% |
$118K - $136K
|
53K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.29K- 7.26% |
$119K - $137K
|
42K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.31K- 4.61% |
$119K - $138K
|
68.3K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.31K- 4.14% |
$120K - $138K
|
76.6K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.31K- 4.06% |
$120K - $138K
|
78.3K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3.32K- 2.55% |
$120K - $139K
|
127K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.35K- 22.81% |
$121K - $140K
|
11.3K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-3.37K- 3.47% |
$122K - $141K
|
93.8K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.39K- 3.53% |
$122K - $142K
|
92.5K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-3.39K- 6.3% |
$122K - $142K
|
50.4K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.42K- 7.94% |
$124K - $143K
|
39.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 0.26% |
$124K - $143K
|
1.29M
$35.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.43K- 10.86% |
$124K - $143K
|
28.1K
$773K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.45K- 14.76% |
$125K - $144K
|
19.9K
$547K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.46K- 21.48% |
$125K - $145K
|
12.6K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.46K- 8.53% |
$125K - $145K
|
37.1K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.46K- 5.34% |
$125K - $145K
|
61.3K
$1.68M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.46K- 5.34% |
$125K - $145K
|
61.3K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.48K- 10.98% |
$126K - $145K
|
28.2K
$774K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.5K- 3.78% |
$126K - $146K
|
89.1K
$2.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.55K- 20.64% |
$128K - $148K
|
13.7K
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.56K- 34.72% |
$129K - $149K
|
6.69K
$184K
|