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 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
227+ 0.43% |
$8.2K - $9.49K
|
52.9K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
226+ 5.64% |
$8.16K - $9.44K
|
4.23K
$96.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
224+ 0.73% |
$8.09K - $9.36K
|
31K
$705K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
224+ 0.43% |
$8.09K - $9.36K
|
52.2K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
219+ 0.58% |
$7.91K - $9.15K
|
38K
$865K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
219+ 1.15% |
$7.91K - $9.15K
|
19.2K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
216+ 0.78% |
$7.8K - $9.03K
|
27.8K
$633K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
215+ 1.55% |
$7.77K - $8.98K
|
14.1K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
211+ 1.01% |
$7.62K - $8.82K
|
21.1K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
209+ 0.43% |
$7.55K - $8.73K
|
48.6K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
209+ 0.88% |
$7.55K - $8.73K
|
24K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
208+ 7.13% |
$7.51K - $8.69K
|
3.13K
$71.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
206+ 12.54% |
$7.44K - $8.61K
|
1.85K
$42.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
206+ 0.54% |
$7.44K - $8.61K
|
38.5K
$878K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
206+ 2.02% |
$7.44K - $8.61K
|
10.4K
$237K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
205+ 2.46% |
$7.4K - $8.57K
|
8.55K
$195K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
204+ 0.32% |
$7.37K - $8.53K
|
63.5K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
201+ 0.97% |
$7.26K - $8.4K
|
21K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
200+ 3.45% |
$7.22K - $8.36K
|
6K
$137K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
197+ 0.91% |
$7.12K - $8.23K
|
21.7K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
197+ 0.53% |
$7.12K - $8.23K
|
37.1K
$845K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
195+ 1.13% |
$7.04K - $8.15K
|
17.4K
$397K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
192+ 2.22% |
$6.94K - $8.02K
|
8.85K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
189+ 1.04% |
$6.83K - $7.9K
|
18.3K
$417K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
187+ 0.59% |
$6.75K - $7.81K
|
32.1K
$731K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
187+ 2.57% |
$6.75K - $7.81K
|
7.47K
$170K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
186+ 2.39% |
$6.72K - $7.77K
|
7.96K
$181K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
183+ 0.81% |
$6.61K - $7.65K
|
22.9K
$521K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
182+ 0.24% |
$6.57K - $7.61K
|
76.4K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
182+ 2.0% |
$6.57K - $7.61K
|
9.26K
$211K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
180+ 1.27% |
$6.5K - $7.52K
|
14.4K
$328K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
180+ 2.14% |
$6.5K - $7.52K
|
8.59K
$196K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
176+ 1.73% |
$6.36K - $7.36K
|
10.3K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
175+ 0.33% |
$6.32K - $7.31K
|
52.6K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
175+ 0.26% |
$6.32K - $7.31K
|
68.7K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
174+ 1.52% |
$6.28K - $7.27K
|
11.6K
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
173+ 1.44% |
$6.25K - $7.23K
|
12.2K
$278K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
173+ 0.49% |
$6.25K - $7.23K
|
35.6K
$812K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
169+ 1.75% |
$6.1K - $7.06K
|
9.81K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
165+ 1.43% |
$5.96K - $6.9K
|
11.7K
$267K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
162+ 1.82% |
$5.85K - $6.77K
|
9.05K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
159+ 2.38% |
$5.74K - $6.64K
|
6.85K
$156K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
158+ 2.83% |
$5.71K - $6.6K
|
5.74K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
158+ 1.55% |
$5.71K - $6.6K
|
10.3K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
150+ 0.23% |
$5.42K - $6.27K
|
66.3K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
147+ 2.57% |
$5.31K - $6.14K
|
5.87K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
147+ 0.11% |
$5.31K - $6.14K
|
135K
$3.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
145+ 3.63% |
$5.24K - $6.06K
|
4.14K
$94.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
143+ 0.16% |
$5.17K - $5.98K
|
91.3K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
143+ 0.94% |
$5.17K - $5.98K
|
15.4K
$351K
|