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 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.5K- 40.44% |
$163K - $188K
|
6.63K
$182K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.57K- 6.75% |
$165K - $191K
|
63K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-4.6K- 10.78% |
$166K - $192K
|
38K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.6K- 3.59% |
$166K - $192K
|
124K
$3.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.61K- 16.92% |
$167K - $193K
|
22.7K
$622K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.64K- 6.56% |
$167K - $194K
|
66K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.64K- 5.22% |
$168K - $194K
|
84.2K
$2.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.65K- 4.86% |
$168K - $194K
|
91K
$2.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.65K- 20.85% |
$168K - $194K
|
17.6K
$485K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.67K- 5.85% |
$169K - $195K
|
75K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.69K- 3.42% |
$169K - $196K
|
132K
$3.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-4.7K- 18.37% |
$170K - $196K
|
20.9K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.7K- 7.81% |
$170K - $197K
|
55.5K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.71K- 1.17% |
$170K - $197K
|
398K
$10.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-4.73K- 5.34% |
$171K - $198K
|
83.9K
$2.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.79K- 31.07% |
$173K - $200K
|
10.6K
$292K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-4.8K- 2.42% |
$173K - $201K
|
194K
$5.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.8K- 19.08% |
$173K - $201K
|
20.4K
$559K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-4.8K- 2.42% |
$174K - $201K
|
194K
$5.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.81K- 1.0% |
$174K - $201K
|
477K
$13.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-4.85K- 36.06% |
$175K - $203K
|
8.6K
$236K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.86K- 31.2% |
$175K - $203K
|
10.7K
$294K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.92K- 6.59% |
$178K - $206K
|
69.8K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.92K- 7.22% |
$178K - $206K
|
63.3K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.01K- 6.02% |
$181K - $209K
|
78.1K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.01K- 6.79% |
$181K - $209K
|
68.8K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.05K- 46.48% |
$182K - $211K
|
5.81K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.05K- 2.01% |
$183K - $211K
|
246K
$6.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-5.06K- 10.58% |
$183K - $212K
|
42.8K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.08K- 2.57% |
$183K - $212K
|
192K
$5.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-5.09K- 17.86% |
$184K - $213K
|
23.4K
$643K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.1K- 1.55% |
$184K - $213K
|
323K
$8.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.1K- 1.9% |
$184K - $213K
|
263K
$7.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.11K- 5.08% |
$185K - $214K
|
95.6K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.12K- 0.98% |
$185K - $214K
|
517K
$14.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-5.13K- 3.29% |
$185K - $214K
|
151K
$4.13M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-5.16K- 33.22% |
$186K - $216K
|
10.4K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.18K- 0.85% |
$187K - $216K
|
603K
$16.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.19K- 45.58% |
$188K - $217K
|
6.2K
$170K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-5.2K- 12.21% |
$188K - $217K
|
37.4K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.23K- 3.65% |
$189K - $218K
|
138K
$3.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.23K- 40.2% |
$189K - $219K
|
7.79K
$214K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-5.25K- 12.41% |
$189K - $219K
|
37K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-5.27K- 3.71% |
$190K - $220K
|
137K
$3.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-5.31K- 1.64% |
$192K - $222K
|
319K
$8.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.33K- 6.77% |
$192K - $223K
|
73.4K
$2.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.4K- 46.39% |
$195K - $226K
|
6.24K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.43K- 3.96% |
$196K - $227K
|
132K
$3.62M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.48K- 13.49% |
$198K - $229K
|
35.1K
$965K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.48K- 4.23% |
$198K - $229K
|
124K
$3.41M
|