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 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
324+ 1.2% |
$11.7K - $13.5K
|
27.4K
$735K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
324+ 5.04% |
$11.7K - $13.5K
|
6.75K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
324+ 1.7% |
$11.7K - $13.5K
|
19.4K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
324+ 0.29% |
$11.7K - $13.5K
|
111K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
318+ 0.09% |
$11.5K - $13.3K
|
340K
$9.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
317+ 2.38% |
$11.5K - $13.2K
|
13.6K
$366K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
315+ 0.42% |
$11.4K - $13.2K
|
75.4K
$2.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
307+ 2.87% |
$11.1K - $12.8K
|
11K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
305+ 0.27% |
$11K - $12.7K
|
112K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
301+ 1.55% |
$10.9K - $12.6K
|
19.7K
$529K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
300+ 0.72% |
$10.8K - $12.5K
|
42K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
300+ 0.61% |
$10.8K - $12.5K
|
49.9K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
289+ 0.97% |
$10.4K - $12.1K
|
30.2K
$812K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
286+ 2.18% |
$10.3K - $12K
|
13.4K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
286+ 4.83% |
$10.3K - $12K
|
6.21K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
284+ 5.19% |
$10.3K - $11.9K
|
5.75K
$154K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
283+ 2.34% |
$10.2K - $11.8K
|
12.4K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
283+ 2.99% |
$10.2K - $11.8K
|
9.75K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
282+ 0.92% |
$10.2K - $11.8K
|
31K
$833K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
281+ 1.78% |
$10.1K - $11.7K
|
16.1K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
281+ 1.43% |
$10.1K - $11.7K
|
19.9K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
276+ 0.55% |
$9.97K - $11.5K
|
50.8K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
275+ 4.49% |
$9.93K - $11.5K
|
6.41K
$172K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
265+ 5.76% |
$9.57K - $11.1K
|
4.86K
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
260+ 1.83% |
$9.39K - $10.9K
|
14.5K
$388K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
260+ 4.12% |
$9.39K - $10.9K
|
6.57K
$176K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
257+ 5.51% |
$9.28K - $10.7K
|
4.92K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
257+ 4.71% |
$9.28K - $10.7K
|
5.71K
$153K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
254+ 11.71% |
$9.17K - $10.6K
|
2.42K
$65.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
246+ 3.63% |
$8.89K - $10.3K
|
7.02K
$188K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
245+ 3.74% |
$8.85K - $10.2K
|
6.8K
$183K
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
245+ 4.31% |
$8.85K - $10.2K
|
5.93K
$159K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
243+ 50.31% |
$8.78K - $10.2K
|
726
$19.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
238+ 0.87% |
$8.6K - $9.95K
|
27.6K
$741K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
237+ 0.71% |
$8.56K - $9.9K
|
33.9K
$909K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
235+ 0.37% |
$8.49K - $9.82K
|
64K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
234+ 0.52% |
$8.45K - $9.78K
|
45K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
232+ 3.56% |
$8.38K - $9.7K
|
6.74K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
229+ 2.62% |
$8.27K - $9.57K
|
8.96K
$241K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
227+ 0.43% |
$8.2K - $9.49K
|
52.9K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
226+ 5.64% |
$8.16K - $9.44K
|
4.23K
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
224+ 0.73% |
$8.09K - $9.36K
|
31K
$832K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
224+ 0.43% |
$8.09K - $9.36K
|
52.2K
$1.4M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
219+ 0.58% |
$7.91K - $9.15K
|
38K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
219+ 1.15% |
$7.91K - $9.15K
|
19.2K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
216+ 0.78% |
$7.8K - $9.03K
|
27.8K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
215+ 1.55% |
$7.77K - $8.98K
|
14.1K
$379K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
211+ 1.01% |
$7.62K - $8.82K
|
21.1K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
209+ 0.43% |
$7.55K - $8.73K
|
48.6K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
209+ 0.88% |
$7.55K - $8.73K
|
24K
$646K
|