Purchases and Sales Made in Q3 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5.97K+ 9.51% |
$192K - $224K
|
68.7K
$1.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.94K+ 8.67% |
$191K - $223K
|
74.5K
$2.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.82K+ 26.85% |
$187K - $218K
|
27.5K
$755K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
5.82K+ 0.79% |
$187K - $218K
|
742K
$20.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.78K+ 15.93% |
$185K - $217K
|
42.1K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.77K+ 8.11% |
$185K - $216K
|
76.9K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.75K+ 43.18% |
$185K - $216K
|
19.1K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.75K+ 9.27% |
$185K - $216K
|
67.8K
$1.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.63K+ 73.69% |
$181K - $211K
|
13.3K
$364K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.62K+ 15.59% |
$180K - $211K
|
41.7K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 32.86% |
$179K - $209K
|
22.6K
$619K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.58K+ 1.23% |
$179K - $209K
|
459K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.56K+ 30.17% |
$178K - $208K
|
24K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.5K+ 47.09% |
$177K - $206K
|
17.2K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
5.5K+ 20.0% |
$176K - $206K
|
33K
$906K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.47K+ 8.62% |
$175K - $205K
|
68.9K
$1.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
5.46K+ 5.82% |
$175K - $205K
|
99.3K
$2.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
5.44K+ 1.62% |
$175K - $204K
|
341K
$9.38M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.44K+ 1394.1% |
$174K - $204K
|
5.83K
$160K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
5.43K+ 2.47% |
$174K - $204K
|
225K
$6.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.43K+ 4.16% |
$174K - $204K
|
136K
$3.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.42K+ 51.37% |
$174K - $203K
|
16K
$438K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.41K+ 51.88% |
$174K - $203K
|
15.8K
$435K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5.39K+ 2.15% |
$173K - $202K
|
257K
$7.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.36K+ 6.77% |
$172K - $201K
|
84.4K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5.34K+ 5.36% |
$171K - $200K
|
105K
$2.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.33K+ 4.34% |
$171K - $200K
|
128K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.33K+ 4.21% |
$171K - $200K
|
132K
$3.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5.31K+ 2.05% |
$170K - $199K
|
264K
$7.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3K+ 25.23% |
$170K - $199K
|
26.3K
$722K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.22K+ 3.62% |
$167K - $196K
|
149K
$4.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.2K+ 223.85% |
$167K - $195K
|
7.52K
$207K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.2K+ 1.53% |
$167K - $195K
|
345K
$9.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.2K+ 13.44% |
$167K - $195K
|
43.9K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
5.19K+ 5.15% |
$166K - $195K
|
106K
$2.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5.16K+ 25.28% |
$165K - $193K
|
25.5K
$702K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.12K+ 0.08% |
$164K - $192K
|
6.24M
$171M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
5.09K+ 1.24% |
$163K - $191K
|
415K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
5.05K+ 49.97% |
$162K - $190K
|
15.2K
$416K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.04K+ 0.28% |
$162K - $189K
|
1.79M
$49.3M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.02K+ 1.27% |
$161K - $188K
|
399K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.98K+ 5.66% |
$160K - $187K
|
93K
$2.55M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.97K+ 3.76% |
$160K - $187K
|
137K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.97K+ 17.52% |
$160K - $187K
|
33.4K
$916K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.96K+ 4.94% |
$159K - $186K
|
105K
$2.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.96K+ 2.0% |
$159K - $186K
|
253K
$6.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.95K+ 9.3% |
$159K - $186K
|
58.2K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
4.9K+ 31.15% |
$157K - $184K
|
20.6K
$566K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
4.88K+ 29.9% |
$157K - $183K
|
21.2K
$582K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
4.87K+ 10.92% |
$156K - $183K
|
49.5K
$1.36M
|