Purchases and Sales Made in Q1 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
11.9K+ 42.67% |
$469K - $610K
|
39.8K
$1.05M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11.8K+ 23.35% |
$465K - $605K
|
62.3K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.7K+ 1.96% |
$461K - $601K
|
608K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.6K+ 1.74% |
$456K - $594K
|
677K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 17.86% |
$455K - $592K
|
76.2K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 72.15% |
$453K - $590K
|
27.4K
$727K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.4K+ 2.28% |
$450K - $586K
|
512K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.4K+ 5.95% |
$450K - $586K
|
203K
$5.39M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11.4KNew |
$450K - $586K
|
11.4K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
11.4K+ 69.73% |
$449K - $585K
|
27.8K
$736K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
11.2K+ 10.81% |
$439K - $572K
|
114K
$3.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.1KNew |
$439K - $571K
|
11.1K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11.1K+ 98.73% |
$437K - $569K
|
22.3K
$592K
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
11KNew |
$434K - $565K
|
11K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
10.9K+ 3.4% |
$431K - $561K
|
332K
$8.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$428K - $558K
|
10.9K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10.8K+ 1.01% |
$427K - $556K
|
1.08M
$28.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
10.8K+ 148.78% |
$427K - $556K
|
18.1K
$480K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.8K+ 0.19% |
$424K - $552K
|
5.78M
$153M
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
10.7K+ 13.16% |
$422K - $549K
|
92.1K
$2.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
10.7K+ 9.8% |
$421K - $549K
|
120K
$3.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.7K+ 3.9% |
$420K - $547K
|
285K
$7.55M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.7K+ 27.64% |
$420K - $547K
|
49.3K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
10.6K+ 20.72% |
$419K - $546K
|
62K
$1.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
10.5K+ 24.13% |
$415K - $540K
|
54.2K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
10.5KNew |
$412K - $537K
|
10.5K
$277K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.4K+ 203.57% |
$411K - $535K
|
15.6K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 19.87% |
$409K - $532K
|
62.6K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.4K+ 4.84% |
$408K - $531K
|
225K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 138.86% |
$407K - $530K
|
17.8K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.3K+ 139.1% |
$407K - $530K
|
17.8K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 4.91% |
$405K - $527K
|
220K
$5.82M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 9.94% |
$404K - $526K
|
113K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.3KNew |
$404K - $526K
|
10.3K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
10.2K+ 141.21% |
$404K - $525K
|
17.5K
$464K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
10.2K+ 20.84% |
$402K - $523K
|
59.1K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.2K+ 5.46% |
$402K - $523K
|
197K
$5.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.2K+ 91.65% |
$400K - $521K
|
21.2K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2K+ 41.33% |
$400K - $521K
|
34.7K
$921K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 105.19% |
$400K - $520K
|
19.8K
$525K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
10.1K+ 6.27% |
$399K - $520K
|
172K
$4.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.1K+ 67.28% |
$398K - $518K
|
25.1K
$666K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1K+ 0.76% |
$398K - $518K
|
1.35M
$35.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.1KNew |
$398K - $518K
|
10.1K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
10.1K+ 18.47% |
$398K - $518K
|
64.7K
$1.72M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
10K+ 18.45% |
$395K - $514K
|
64.3K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
10K+ 101.1% |
$394K - $513K
|
19.9K
$528K
|
|
|
Apr 17, 2023
Q1 2023
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 6.49% |
$394K - $513K
|
164K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$394K - $513K
|
10K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9.98K+ 152.87% |
$393K - $512K
|
16.5K
$438K
|