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 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
17.7KNew |
$740K - $965K
|
17.7K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$733K - $957K
|
17.6K
$469K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
17.5KNew |
$730K - $953K
|
17.5K
$467K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17.4K+ 1.2% |
$725K - $946K
|
1.47M
$39.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17.3KNew |
$723K - $944K
|
17.3K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17.2KNew |
$719K - $938K
|
17.2K
$460K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17.2KNew |
$716K - $935K
|
17.2K
$458K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 15.83% |
$711K - $929K
|
125K
$3.33M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
16.9K+ 8.65% |
$705K - $921K
|
212K
$5.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
16.8K+ 1.73% |
$702K - $917K
|
987K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 10.17% |
$702K - $916K
|
182K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.7K+ 3.23% |
$698K - $911K
|
534K
$14.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
16.6K+ 146.76% |
$692K - $904K
|
27.9K
$745K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
16.6K+ 1.98% |
$692K - $903K
|
851K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.5K+ 39.98% |
$690K - $900K
|
57.8K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
16.4KNew |
$683K - $892K
|
16.4K
$437K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.2K+ 9.83% |
$676K - $882K
|
181K
$4.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
16KNew |
$670K - $875K
|
16K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15.9K+ 9.72% |
$664K - $867K
|
179K
$4.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15.9K+ 4.06% |
$663K - $865K
|
407K
$10.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
15.8K+ 5.11% |
$659K - $861K
|
325K
$8.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
15.6K+ 4.87% |
$652K - $851K
|
336K
$8.98M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
15.5KNew |
$648K - $846K
|
15.5K
$415K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
15.4KNew |
$644K - $841K
|
15.4K
$412K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15.1K+ 5.03% |
$631K - $823K
|
316K
$8.43M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
15.1KNew |
$629K - $821K
|
15.1K
$403K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15K+ 66.94% |
$627K - $819K
|
37.5K
$1M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
15KNew |
$627K - $819K
|
15K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 290.23% |
$625K - $816K
|
20.1K
$538K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15K+ 23.29% |
$625K - $816K
|
79.2K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15KNew |
$625K - $816K
|
15K
$400K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14.8KNew |
$617K - $805K
|
14.8K
$395K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
14.7K+ 14.88% |
$616K - $804K
|
114K
$3.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
14.7KNew |
$615K - $803K
|
14.7K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14.7K+ 3.04% |
$615K - $802K
|
499K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14.7K+ 16.76% |
$612K - $799K
|
102K
$2.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
14.7K+ 7.34% |
$612K - $799K
|
214K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 2.93% |
$610K - $796K
|
514K
$13.7M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
14.6KNew |
$609K - $796K
|
14.6K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.5KNew |
$607K - $793K
|
14.5K
$389K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
14.3K+ 1.62% |
$598K - $781K
|
898K
$24M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14.1K+ 2.73% |
$589K - $769K
|
531K
$14.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.1K+ 4.31% |
$589K - $769K
|
341K
$9.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$587K - $766K
|
14.1K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
14KNew |
$586K - $765K
|
14K
$375K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
14KNew |
$583K - $761K
|
14K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 7.0% |
$582K - $760K
|
213K
$5.7M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.7K+ 11.62% |
$571K - $745K
|
131K
$3.51M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6K+ 1.89% |
$569K - $743K
|
736K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
13.6KNew |
$566K - $739K
|
13.6K
$362K
|