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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
932+ 13.03% |
$33.7K - $38.9K
|
8.09K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
908+ 0.86% |
$32.8K - $37.9K
|
107K
$2.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
900+ 3.27% |
$32.5K - $37.6K
|
28.5K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
900+ 0.6% |
$32.5K - $37.6K
|
151K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
898+ 3.67% |
$32.4K - $37.5K
|
25.3K
$681K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
898+ 4.14% |
$32.4K - $37.5K
|
22.6K
$607K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
897+ 3.05% |
$32.4K - $37.5K
|
30.3K
$813K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
895+ 1.44% |
$32.3K - $37.4K
|
62.9K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
892+ 6.81% |
$32.2K - $37.3K
|
14K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
892+ 1.14% |
$32.2K - $37.3K
|
79.3K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
892New |
$32.2K - $37.3K
|
892
$24K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
887+ 1.28% |
$32K - $37.1K
|
70K
$1.88M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
885+ 2.8% |
$32K - $37K
|
32.5K
$873K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
883+ 10.37% |
$31.9K - $36.9K
|
9.4K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
875+ 1.55% |
$31.6K - $36.6K
|
57.4K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
875+ 3.04% |
$31.6K - $36.6K
|
29.7K
$798K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
868+ 1.87% |
$31.4K - $36.3K
|
47.3K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
859+ 4.58% |
$31K - $35.9K
|
19.6K
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
852+ 1.75% |
$30.8K - $35.6K
|
49.6K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
849+ 2.5% |
$30.7K - $35.5K
|
34.7K
$933K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
843+ 1.91% |
$30.4K - $35.2K
|
44.9K
$1.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
840+ 13.47% |
$30.3K - $35.1K
|
7.08K
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
835+ 1.3% |
$30.2K - $34.9K
|
65.1K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
826+ 7.31% |
$29.8K - $34.5K
|
12.1K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
826+ 1.18% |
$29.8K - $34.5K
|
70.6K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
826+ 7.92% |
$29.8K - $34.5K
|
11.3K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
823+ 0.73% |
$29.7K - $34.4K
|
114K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
819+ 1.24% |
$29.6K - $34.2K
|
66.8K
$1.79M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
802+ 4.7% |
$29K - $33.5K
|
17.9K
$479K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
789+ 3.11% |
$28.5K - $33K
|
26.1K
$702K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
788+ 0.98% |
$28.5K - $32.9K
|
81.4K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
787+ 12.28% |
$28.4K - $32.9K
|
7.2K
$193K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
775+ 1.36% |
$28K - $32.4K
|
57.6K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
770+ 0.5% |
$27.8K - $32.2K
|
154K
$4.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
765+ 1.49% |
$27.6K - $32K
|
52.3K
$1.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
750+ 1.87% |
$27.1K - $31.3K
|
40.8K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
750+ 1.24% |
$27.1K - $31.3K
|
61.5K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
748+ 6.33% |
$27K - $31.3K
|
12.6K
$338K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
743+ 2.96% |
$26.8K - $31K
|
25.9K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
734+ 3.52% |
$26.5K - $30.7K
|
21.6K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
726+ 0.59% |
$26.2K - $30.3K
|
124K
$3.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
725+ 1.07% |
$26.2K - $30.3K
|
68.7K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
723+ 6.27% |
$26.1K - $30.2K
|
12.2K
$329K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
718+ 0.12% |
$25.9K - $30K
|
599K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
718+ 8.71% |
$25.9K - $30K
|
8.96K
$241K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
715+ 6.77% |
$25.8K - $29.9K
|
11.3K
$303K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
714+ 10.98% |
$25.8K - $29.8K
|
7.22K
$194K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
710+ 179.29% |
$25.6K - $29.7K
|
1.11K
$29.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
709+ 17.17% |
$25.6K - $29.6K
|
4.84K
$130K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
702+ 2.13% |
$25.4K - $29.3K
|
33.6K
$903K
|