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 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.5K- 16.97% |
$380K - $439K
|
51.4K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.5K- 17.32% |
$380K - $439K
|
50.2K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.5K- 29.39% |
$381K - $440K
|
25.3K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.6K- 33.01% |
$385K - $445K
|
21.6K
$593K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-10.7K- 27.24% |
$385K - $445K
|
28.5K
$781K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-10.7K- 5.51% |
$386K - $446K
|
183K
$5.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-10.8K- 50.11% |
$390K - $451K
|
10.8K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-10.8K- 23.86% |
$390K - $452K
|
34.5K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.2K- 18.73% |
$403K - $466K
|
48.4K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11.2K- 2.47% |
$404K - $467K
|
441K
$12.1M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-11.2K- 7.91% |
$405K - $469K
|
130K
$3.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.3K- 2.14% |
$407K - $471K
|
514K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.3K- 8.0% |
$408K - $473K
|
130K
$3.57M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-11.3K- 62.31% |
$409K - $473K
|
6.84K
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11.3K- 9.17% |
$409K - $473K
|
112K
$3.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-11.5K- 33.72% |
$416K - $482K
|
22.7K
$622K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-11.9K- 8.17% |
$428K - $495K
|
133K
$3.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-12K- 6.26% |
$432K - $500K
|
179K
$4.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 13.7% |
$436K - $505K
|
76.1K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-12.1K- 4.17% |
$437K - $506K
|
278K
$7.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-12.1K- 18.61% |
$438K - $507K
|
53.1K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-12.2K- 54.83% |
$442K - $512K
|
10.1K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12.4K- 2.1% |
$450K - $520K
|
579K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-12.5K- 58.1% |
$450K - $521K
|
8.99K
$247K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-12.5K- 51.3% |
$452K - $523K
|
11.9K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12.6K- 32.07% |
$457K - $528K
|
26.8K
$735K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-12.7KClosed |
$457K - $529K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-12.9K- 65.42% |
$466K - $539K
|
6.82K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-13K- 33.43% |
$468K - $541K
|
25.8K
$708K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-13.1K- 4.03% |
$472K - $546K
|
311K
$8.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-13.2K- 18.12% |
$475K - $550K
|
59.4K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-13.2K- 18.35% |
$478K - $553K
|
58.9K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-13.4K- 3.58% |
$484K - $560K
|
361K
$9.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-13.5K- 26.34% |
$489K - $565K
|
37.8K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-13.5K- 7.93% |
$489K - $566K
|
157K
$4.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.6K- 31.53% |
$489K - $566K
|
29.4K
$808K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-13.6K- 7.44% |
$492K - $570K
|
170K
$4.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.6K- 2.54% |
$493K - $570K
|
523K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-13.7K- 45.51% |
$495K - $573K
|
16.4K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-13.9K- 37.29% |
$501K - $580K
|
23.3K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-13.9K- 1.11% |
$502K - $581K
|
1.24M
$33.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-14K- 1.36% |
$504K - $583K
|
1.01M
$27.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Factorial Partners, LLC
|
SELL
|
- |
-14K- 20.53% |
$506K - $585K
|
54.2K
$1.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-14K- 4.46% |
$507K - $586K
|
301K
$8.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-14.1K- 13.78% |
$511K - $591K
|
88.5K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14.2K- 2.0% |
$513K - $593K
|
697K
$19.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.2K- 5.67% |
$513K - $594K
|
237K
$6.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.2K- 15.25% |
$514K - $594K
|
79K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-14.3K- 8.97% |
$515K - $596K
|
145K
$3.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.4K- 11.08% |
$519K - $600K
|
115K
$3.16M
|