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 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-389- 3.48% |
$15.3K - $19.9K
|
10.8K
$290K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-392- 5.02% |
$15.4K - $20.1K
|
7.42K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-394- 7.07% |
$15.5K - $20.2K
|
5.18K
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-396- 0.74% |
$15.6K - $20.3K
|
53.3K
$1.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-397- 7.12% |
$15.6K - $20.4K
|
5.18K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-399- 3.38% |
$15.7K - $20.5K
|
11.4K
$307K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-400- 4.47% |
$15.8K - $20.5K
|
8.56K
$230K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-402- 1.84% |
$15.8K - $20.6K
|
21.4K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-406- 2.64% |
$16K - $20.8K
|
15K
$403K
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-410- 1.99% |
$16.1K - $21K
|
20.2K
$544K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-411- 1.93% |
$16.2K - $21.1K
|
20.9K
$562K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-411- 6.02% |
$16.2K - $21.1K
|
6.41K
$173K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-420- 3.14% |
$16.5K - $21.5K
|
12.9K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-431- 8.45% |
$17K - $22.1K
|
4.67K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-434- 0.7% |
$17.1K - $22.3K
|
61.2K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-438- 6.51% |
$17.3K - $22.5K
|
6.29K
$169K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-438- 1.53% |
$17.3K - $22.5K
|
28.2K
$758K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-443- 0.37% |
$17.4K - $22.7K
|
119K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-445- 3.06% |
$17.5K - $22.8K
|
14.1K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-446- 2.79% |
$17.6K - $22.9K
|
15.6K
$419K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-448- 1.07% |
$17.6K - $23K
|
41.3K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-450- 1.26% |
$17.7K - $23.1K
|
35.3K
$949K
|
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-450- 6.34% |
$17.7K - $23.1K
|
6.65K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-457- 2.63% |
$18K - $23.4K
|
16.9K
$455K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-458- 0.67% |
$18K - $23.5K
|
68.2K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-459- 2.21% |
$18.1K - $23.5K
|
20.3K
$547K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-461- 1.6% |
$18.2K - $23.6K
|
28.4K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-464- 0.95% |
$18.3K - $23.8K
|
48.4K
$1.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-465- 5.09% |
$18.3K - $23.8K
|
8.66K
$233K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-467- 2.82% |
$18.4K - $23.9K
|
16.1K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-468- 1.32% |
$18.4K - $24K
|
35.1K
$944K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-470- 44.38% |
$18.5K - $24.1K
|
589
$15.8K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-471- 4.85% |
$18.6K - $24.2K
|
9.24K
$249K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-472- 1.88% |
$18.6K - $24.2K
|
24.7K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-472- 2.35% |
$18.6K - $24.2K
|
19.6K
$527K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-473- 3.0% |
$18.6K - $24.3K
|
15.3K
$411K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-476- 5.42% |
$18.7K - $24.4K
|
8.31K
$223K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-478- 6.32% |
$18.8K - $24.5K
|
7.09K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-481- 0.88% |
$18.9K - $24.7K
|
54K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-485- 19.85% |
$19.1K - $24.9K
|
1.96K
$52.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-486- 8.86% |
$19.1K - $24.9K
|
5K
$135K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-487- 3.37% |
$19.2K - $25K
|
13.9K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-491- 2.54% |
$19.3K - $25.2K
|
18.8K
$506K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-495- 0.7% |
$19.5K - $25.4K
|
70K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-495- 7.55% |
$19.5K - $25.4K
|
6.06K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-495- 1.14% |
$19.5K - $25.4K
|
42.9K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-500- 1.19% |
$19.7K - $25.6K
|
41.7K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-500- 5.23% |
$19.7K - $25.6K
|
9.05K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-500- 6.91% |
$19.7K - $25.6K
|
6.74K
$181K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-502- 3.99% |
$19.8K - $25.7K
|
12.1K
$325K
|