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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Xxec, Inc.
|
BUY
|
- |
15.8K+ 12.05% |
$506K - $591K
|
146K
$4.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
15.7K+ 10.07% |
$503K - $588K
|
171K
$4.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.6K+ 15.72% |
$501K - $586K
|
115K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
15.5K+ 6.38% |
$497K - $581K
|
258K
$7.08M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.1K+ 26.1% |
$484K - $565K
|
72.8K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.8K+ 130.35% |
$476K - $557K
|
26.2K
$720K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.8K+ 130.35% |
$476K - $557K
|
26.2K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.8K+ 31.84% |
$475K - $555K
|
61.3K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.6K+ 8.97% |
$468K - $547K
|
177K
$4.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 49.0% |
$467K - $545K
|
44.2K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14.5KNew |
$467K - $545K
|
14.5K
$399K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.4K+ 11.2% |
$463K - $541K
|
143K
$3.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
14.4KNew |
$461K - $539K
|
14.4K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.3K+ 259.18% |
$458K - $536K
|
19.8K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.3K+ 9.46% |
$458K - $535K
|
165K
$4.53M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14K+ 65.03% |
$451K - $527K
|
35.6K
$979K
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
14K+ 3.47% |
$451K - $527K
|
419K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
14K+ 23.49% |
$448K - $524K
|
73.4K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.9K+ 33.14% |
$446K - $521K
|
55.8K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
13.8K+ 7.12% |
$443K - $518K
|
208K
$5.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
13.8K+ 18.33% |
$441K - $516K
|
88.8K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
13.6K+ 5.87% |
$437K - $511K
|
246K
$6.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
13.5K+ 5.01% |
$432K - $505K
|
282K
$7.75M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
13.4KNew |
$431K - $504K
|
13.4K
$369K
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
13.3K+ 11.3% |
$426K - $498K
|
131K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
13.3K+ 1.9% |
$426K - $498K
|
710K
$19.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 6.5% |
$424K - $495K
|
216K
$5.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
13.2K+ 15.67% |
$423K - $494K
|
97.2K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13.1K+ 27.52% |
$422K - $493K
|
60.9K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.1KNew |
$421K - $493K
|
13.1K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
13.1K+ 61.29% |
$420K - $491K
|
34.5K
$946K
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 3.21% |
$420K - $490K
|
421K
$11.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13K+ 89.3% |
$419K - $489K
|
27.7K
$759K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
13K+ 1.11% |
$419K - $489K
|
1.18M
$32.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
13K+ 8.55% |
$417K - $487K
|
165K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
12.9K+ 2.79% |
$415K - $485K
|
476K
$13.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
12.9K+ 17.76% |
$414K - $484K
|
85.6K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12.8K+ 151.38% |
$409K - $478K
|
21.2K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.7K+ 8.22% |
$407K - $476K
|
167K
$4.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.7K+ 3.61% |
$407K - $476K
|
364K
$10M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12.6K+ 13.82% |
$404K - $473K
|
104K
$2.85M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
12.6K+ 19.14% |
$404K - $472K
|
78.3K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
12.3K+ 47.33% |
$394K - $461K
|
38.3K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
12.2K+ 13.28% |
$390K - $456K
|
104K
$2.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
12.1K+ 54.82% |
$388K - $453K
|
34.1K
$938K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.1K+ 2.18% |
$387K - $453K
|
565K
$15.5M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
11.9K+ 9.11% |
$381K - $446K
|
142K
$3.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
11.6K+ 24.97% |
$373K - $436K
|
58.2K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
11.6K+ 12.86% |
$372K - $435K
|
102K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
11.4K+ 12.23% |
$367K - $429K
|
105K
$2.88M
|