Purchases and Sales Made in Q3 2022 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
459+ 6.01% |
$20.1K - $24.5K
|
8.1K
$193K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
456+ 21.41% |
$20K - $24.4K
|
2.59K
$61.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
454+ 0.89% |
$19.9K - $24.3K
|
51.3K
$1.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
449+ 6.06% |
$19.6K - $24K
|
7.85K
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
445+ 0.3% |
$19.5K - $23.8K
|
149K
$3.56M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
444+ 1.9% |
$19.4K - $23.7K
|
23.9K
$570K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
442+ 1.03% |
$19.3K - $23.6K
|
43.2K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
436+ 2.38% |
$19.1K - $23.3K
|
18.8K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
435+ 4.58% |
$19K - $23.2K
|
9.94K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
434+ 1.04% |
$19K - $23.2K
|
42.1K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
430+ 0.64% |
$18.8K - $23K
|
67.4K
$1.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
428+ 3.87% |
$18.7K - $22.9K
|
11.5K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
427+ 1.94% |
$18.7K - $22.8K
|
22.4K
$536K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
421+ 4.28% |
$18.4K - $22.5K
|
10.3K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
417+ 1.41% |
$18.2K - $22.3K
|
29.9K
$714K
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
417+ 1.59% |
$18.2K - $22.3K
|
26.7K
$636K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
416+ 0.68% |
$18.2K - $22.2K
|
61.7K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
414+ 2.01% |
$18.1K - $22.1K
|
21K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
413+ 7.01% |
$18.1K - $22.1K
|
6.3K
$150K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
411+ 0.45% |
$18K - $22K
|
91.9K
$2.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
409+ 0.11% |
$17.9K - $21.8K
|
389K
$9.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
407+ 1.15% |
$17.8K - $21.7K
|
35.7K
$852K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
406+ 0.8% |
$17.8K - $21.7K
|
51.1K
$1.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
400+ 0.27% |
$17.5K - $21.4K
|
149K
$3.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
400+ 5.42% |
$17.5K - $21.4K
|
7.78K
$186K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
400New |
$17.5K - $21.4K
|
400
$9.55K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
400+ 6.66% |
$17.5K - $21.4K
|
6.4K
$153K
|
|
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
400+ 0.63% |
$17.5K - $21.4K
|
63.4K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
400+ 2.08% |
$17.5K - $21.4K
|
19.6K
$469K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 100.0% |
$17.5K - $21.4K
|
800
$19.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
399+ 8.13% |
$17.5K - $21.3K
|
5.31K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
394+ 3.72% |
$17.2K - $21K
|
11K
$262K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
393+ 3.98% |
$17.2K - $21K
|
10.3K
$245K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
391+ 1.27% |
$17.1K - $20.9K
|
31.2K
$744K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
390+ 1.29% |
$17.1K - $20.8K
|
30.7K
$733K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
389+ 3.8% |
$17K - $20.8K
|
10.6K
$254K
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
386+ 0.43% |
$16.9K - $20.6K
|
90.9K
$2.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
385+ 1.07% |
$16.8K - $20.6K
|
36.2K
$864K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
374+ 4.14% |
$16.4K - $20K
|
9.4K
$224K
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
372+ 3.8% |
$16.3K - $19.9K
|
10.2K
$242K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
371+ 0.28% |
$16.2K - $19.8K
|
131K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
369+ 7.75% |
$16.1K - $19.7K
|
5.13K
$122K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
369+ 0.9% |
$16.1K - $19.7K
|
41.5K
$991K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
368+ 6.25% |
$16.1K - $19.7K
|
6.26K
$149K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
364+ 1.47% |
$15.9K - $19.4K
|
25.2K
$601K
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
360+ 4.29% |
$15.8K - $19.2K
|
8.76K
$209K
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
360+ 1.88% |
$15.8K - $19.2K
|
19.5K
$466K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
360+ 0.25% |
$15.8K - $19.2K
|
146K
$3.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
358+ 5.74% |
$15.7K - $19.1K
|
6.6K
$157K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
357+ 0.68% |
$15.6K - $19.1K
|
53.1K
$1.27M
|