Purchases and Sales Made in Q2 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.18K+ 5.19% |
$42.5K - $49.2K
|
23.9K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.18K+ 2.11% |
$42.5K - $49.1K
|
56.9K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.18K+ 1.04% |
$42.5K - $49.1K
|
114K
$3.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 19.42% |
$42.4K - $49.1K
|
7.23K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.17K+ 0.41% |
$42.1K - $48.7K
|
283K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
1.17K+ 3.64% |
$42.1K - $48.7K
|
33.2K
$892K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.16K+ 9.21% |
$42K - $48.6K
|
13.8K
$370K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.16K+ 4.36% |
$41.9K - $48.4K
|
27.7K
$745K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 5.99% |
$41.6K - $48.1K
|
20.4K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 11.99% |
$41.6K - $48.1K
|
10.7K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 0.24% |
$40.9K - $47.3K
|
480K
$12.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.13K+ 0.54% |
$40.7K - $47.1K
|
209K
$5.6M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.12K+ 0.83% |
$40.4K - $46.8K
|
135K
$3.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.11K+ 0.32% |
$40.2K - $46.5K
|
350K
$9.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
1.11K+ 2.96% |
$40.1K - $46.3K
|
38.5K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.1K+ 1.68% |
$39.8K - $46.1K
|
66.8K
$1.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.1K+ 2.47% |
$39.7K - $46K
|
45.6K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.1K+ 0.24% |
$39.7K - $45.9K
|
455K
$12.2M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.09K+ 3.5% |
$39.4K - $45.6K
|
32.3K
$867K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.09K+ 4.2% |
$39.2K - $45.3K
|
26.9K
$723K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.07K+ 2.76% |
$38.7K - $44.8K
|
39.9K
$1.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.07K+ 14.49% |
$38.6K - $44.7K
|
8.44K
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.06K+ 2.67% |
$38.4K - $44.5K
|
40.9K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 0.63% |
$38.1K - $44.1K
|
169K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.05K+ 8.99% |
$37.9K - $43.9K
|
12.7K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.05K+ 14.6% |
$37.9K - $43.8K
|
8.23K
$221K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.04K+ 7.91% |
$37.7K - $43.6K
|
14.2K
$382K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 5.68% |
$37.7K - $43.6K
|
19.4K
$521K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.04K+ 3.53% |
$37.5K - $43.3K
|
30.4K
$817K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
1.03K+ 8.14% |
$37.2K - $43K
|
13.7K
$367K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 3.41% |
$37K - $42.8K
|
31K
$832K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.02K+ 0.89% |
$37K - $42.8K
|
116K
$3.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.02K+ 17.32% |
$36.9K - $42.7K
|
6.92K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.34% |
$36.6K - $42.3K
|
17K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.01K+ 7.0% |
$36.5K - $42.2K
|
15.4K
$415K
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
1.01K+ 0.18% |
$36.3K - $42K
|
544K
$14.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1K+ 12.47% |
$36.1K - $41.8K
|
9.02K
$242K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1K+ 3.09% |
$36.1K - $41.8K
|
33.4K
$897K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
998+ 19.68% |
$36K - $41.7K
|
6.07K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
984+ 0.02% |
$35.5K - $41.1K
|
4.85M
$130M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
979+ 4.86% |
$35.4K - $40.9K
|
21.1K
$567K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
976+ 1.04% |
$35.3K - $40.8K
|
94.4K
$2.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
967+ 6.77% |
$34.9K - $40.4K
|
15.2K
$410K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
966+ 12.03% |
$34.9K - $40.4K
|
9K
$242K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
966+ 7.47% |
$34.9K - $40.4K
|
13.9K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
965+ 7.15% |
$34.9K - $40.3K
|
14.5K
$389K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
944+ 2.67% |
$34.1K - $39.4K
|
36.3K
$974K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
944+ 1.86% |
$34.1K - $39.4K
|
51.7K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
937+ 0.84% |
$33.8K - $39.2K
|
113K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
935+ 3.14% |
$33.8K - $39.1K
|
30.7K
$824K
|