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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-7.62K- 41.09% |
$300K - $391K
|
10.9K
$291K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-7.63K- 44.15% |
$300K - $391K
|
9.64K
$257K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.64K- 9.54% |
$301K - $392K
|
72.4K
$1.93M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-7.68K- 18.1% |
$302K - $394K
|
34.7K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.7K- 3.43% |
$303K - $395K
|
217K
$5.77M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-7.75K- 2.25% |
$305K - $397K
|
336K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-7.77K- 4.24% |
$306K - $398K
|
175K
$4.67M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.79K- 29.26% |
$307K - $399K
|
18.8K
$501K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.8K- 18.21% |
$307K - $400K
|
35K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.8K- 3.62% |
$307K - $400K
|
208K
$5.54M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.83K- 3.38% |
$308K - $402K
|
224K
$5.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-7.85K- 3.2% |
$309K - $403K
|
238K
$6.33M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.87K- 13.11% |
$310K - $404K
|
52.2K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-7.92K- 25.99% |
$312K - $406K
|
22.5K
$600K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-7.97K- 4.54% |
$314K - $409K
|
168K
$4.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-8.14K- 34.3% |
$320K - $417K
|
15.6K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-8.15K- 52.79% |
$321K - $418K
|
7.29K
$194K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8.2K- 3.06% |
$323K - $420K
|
260K
$6.92M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.2K- 6.25% |
$323K - $421K
|
123K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-8.29K- 6.72% |
$327K - $425K
|
115K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-8.33K- 29.5% |
$328K - $427K
|
19.9K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.34K- 5.38% |
$328K - $427K
|
146K
$3.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-8.38K- 0.6% |
$330K - $430K
|
1.39M
$37M
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-8.43K- 90.93% |
$332K - $432K
|
841
$22.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-8.44K- 22.85% |
$332K - $433K
|
28.5K
$759K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8.48K- 96.71% |
$334K - $435K
|
288
$7.67K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.52K- 4.97% |
$336K - $437K
|
163K
$4.34M
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-8.6K- 54.77% |
$339K - $441K
|
7.1K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-8.73K- 14.52% |
$344K - $447K
|
51.4K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-8.77K- 15.94% |
$345K - $449K
|
46.2K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8.78K- 15.95% |
$346K - $450K
|
46.3K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-8.83K- 7.39% |
$348K - $453K
|
111K
$2.95M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-8.84K- 7.3% |
$348K - $453K
|
112K
$2.98M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8.85K- 6.97% |
$349K - $454K
|
118K
$3.14M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.89K- 17.3% |
$350K - $456K
|
42.5K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-8.92K- 4.22% |
$351K - $457K
|
202K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-9K- 35.1% |
$355K - $462K
|
16.6K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.23K- 1.32% |
$363K - $473K
|
691K
$18.4M
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-9.27K- 16.76% |
$365K - $475K
|
46K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-9.28K- 16.57% |
$365K - $476K
|
46.7K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-9.37K- 22.63% |
$369K - $480K
|
32K
$853K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-9.45K- 44.98% |
$372K - $485K
|
11.6K
$308K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.54K- 0.85% |
$376K - $489K
|
1.12M
$29.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-9.59K- 1.73% |
$378K - $492K
|
543K
$14.5M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-9.61K- 18.5% |
$378K - $493K
|
42.3K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-9.67K- 21.33% |
$381K - $496K
|
35.7K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9.74K- 8.02% |
$383K - $499K
|
112K
$2.97M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.77K- 20.93% |
$385K - $501K
|
36.9K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-9.86K- 12.9% |
$388K - $506K
|
66.6K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.96K- 12.52% |
$392K - $511K
|
69.6K
$1.85M
|