Purchases and Sales Made in Q4 2022 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
10.8K+ 69.3% |
$451K - $588K
|
26.4K
$705K
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.8K+ 9.81% |
$449K - $586K
|
120K
$3.22M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
10.7K+ 10.18% |
$445K - $581K
|
115K
$3.08M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.6KNew |
$444K - $580K
|
10.6K
$284K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
10.6K+ 2.78% |
$444K - $579K
|
393K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.6K+ 69.76% |
$443K - $578K
|
25.8K
$690K
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.5KNew |
$440K - $574K
|
10.5K
$282K
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.5KNew |
$438K - $572K
|
10.5K
$280K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10.5K+ 12.48% |
$438K - $572K
|
94.6K
$2.53M
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
10.5K+ 54.56% |
$438K - $571K
|
29.7K
$794K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.5K+ 5.76% |
$436K - $570K
|
192K
$5.13M
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
10.4K+ 0.32% |
$435K - $568K
|
3.3M
$88.2M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.3KNew |
$430K - $562K
|
10.3K
$275K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$430K - $561K
|
10.3K
$275K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
10.2K+ 52.19% |
$427K - $558K
|
29.9K
$798K
|
|
Feb 13, 2023
Q4 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
10.2K+ 15.45% |
$427K - $558K
|
76.5K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 1.1% |
$426K - $557K
|
938K
$25.1M
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
10.2K+ 10.3% |
$426K - $555K
|
109K
$2.92M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.2K+ 9.43% |
$424K - $554K
|
118K
$3.15M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 9.91% |
$420K - $548K
|
112K
$2.98M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
10.1K+ 22.53% |
$420K - $548K
|
54.7K
$1.46M
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
10KNew |
$418K - $545K
|
10K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
9.99K+ 15.56% |
$417K - $544K
|
74.2K
$1.98M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.98KNew |
$417K - $544K
|
9.98K
$267K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.86K+ 10.14% |
$412K - $537K
|
107K
$2.86M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.85K+ 40.22% |
$411K - $537K
|
34.4K
$918K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.84KNew |
$411K - $536K
|
9.84K
$263K
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
9.8KNew |
$409K - $534K
|
9.8K
$262K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.79K+ 15.27% |
$409K - $533K
|
73.9K
$1.97M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.71K+ 7.44% |
$405K - $529K
|
140K
$3.75M
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9.56K+ 17.84% |
$399K - $521K
|
63.1K
$1.69M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.54K+ 7.67% |
$398K - $520K
|
134K
$3.58M
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
9.53K+ 1.49% |
$398K - $519K
|
649K
$17.3M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.53KNew |
$398K - $519K
|
9.53K
$255K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.52K+ 4.14% |
$397K - $519K
|
239K
$6.4M
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.47K+ 28.63% |
$395K - $516K
|
42.5K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.45K+ 7.07% |
$394K - $515K
|
143K
$3.82M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
9.44K+ 29.36% |
$394K - $514K
|
41.6K
$1.11M
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
9.41K+ 2.81% |
$393K - $513K
|
344K
$9.19M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.4K+ 33.72% |
$392K - $512K
|
37.3K
$995K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
9.37K+ 31.39% |
$391K - $511K
|
39.2K
$1.05M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.37KNew |
$391K - $511K
|
9.37K
$250K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9.31K+ 13.13% |
$389K - $507K
|
80.2K
$2.14M
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
9.21K+ 16.06% |
$384K - $502K
|
66.5K
$1.78M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.16K+ 1.46% |
$383K - $499K
|
637K
$17M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
9.15K+ 0.68% |
$382K - $499K
|
1.36M
$36.3M
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
9.01K+ 2.11% |
$376K - $491K
|
436K
$11.6M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
8.97KNew |
$374K - $489K
|
8.97K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.94K+ 13.26% |
$373K - $487K
|
76.3K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.93K+ 18.34% |
$373K - $487K
|
57.6K
$1.54M
|