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
|
Independent Wealth Network Inc.
|
BUY
|
- |
58+ 0.74% |
$2.09K - $2.42K
|
7.86K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
56+ 2.99% |
$2.02K - $2.34K
|
1.93K
$51.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 0.45% |
$2.02K - $2.34K
|
12.4K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
55+ 0.13% |
$1.99K - $2.3K
|
42.7K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
52+ 0.26% |
$1.88K - $2.17K
|
19.9K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.12% |
$1.84K - $2.13K
|
41.4K
$1.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.27% |
$1.81K - $2.09K
|
18.6K
$501K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 0.19% |
$1.81K - $2.09K
|
26.6K
$715K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
50+ 0.27% |
$1.81K - $2.09K
|
18.9K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
50+ 0.39% |
$1.81K - $2.09K
|
12.8K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
50+ 0.63% |
$1.81K - $2.09K
|
7.93K
$213K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
49+ 0.39% |
$1.77K - $2.05K
|
12.7K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
46+ 0.78% |
$1.66K - $1.92K
|
5.96K
$160K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
45+ 0.19% |
$1.63K - $1.88K
|
23.3K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
45+ 0.36% |
$1.63K - $1.88K
|
12.5K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
44+ 0.36% |
$1.59K - $1.84K
|
12.4K
$334K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
43+ 0.11% |
$1.55K - $1.8K
|
39.7K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
43+ 0.14% |
$1.55K - $1.8K
|
31.8K
$853K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
41+ 0.32% |
$1.48K - $1.71K
|
12.9K
$347K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
41+ 0.35% |
$1.48K - $1.71K
|
11.9K
$320K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
39+ 0.14% |
$1.41K - $1.63K
|
27K
$725K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
39+ 0.32% |
$1.41K - $1.63K
|
12.3K
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
37+ 1.09% |
$1.34K - $1.55K
|
3.43K
$92K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
37+ 0.36% |
$1.34K - $1.55K
|
10.5K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
37+ 0.2% |
$1.34K - $1.55K
|
18.4K
$494K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
35+ 0.1% |
$1.26K - $1.46K
|
33.8K
$908K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
35+ 0.68% |
$1.26K - $1.46K
|
5.17K
$139K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
33+ 0.26% |
$1.19K - $1.38K
|
13K
$348K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
31+ 0.19% |
$1.12K - $1.3K
|
16.2K
$434K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.43% |
$1.01K - $1.17K
|
6.53K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 0.17% |
$1.01K - $1.17K
|
16.9K
$453K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
27+ 0.26% |
$975 - $1.13K
|
10.4K
$278K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
27+ 0.33% |
$975 - $1.13K
|
8.15K
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
26+ 0.62% |
$939 - $1.09K
|
4.22K
$113K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
25+ 4.76% |
$903 - $1.04K
|
550
$14.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.08% |
$903 - $1.04K
|
31.5K
$845K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
25+ 0.65% |
$903 - $1.04K
|
3.88K
$104K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
25+ 0.06% |
$903 - $1.04K
|
45.5K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
24+ 0.15% |
$867 - $1K
|
16.2K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24+ 0.1% |
$867 - $1K
|
24.7K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
BUY
|
- |
24+ 0.25% |
$867 - $1K
|
9.78K
$263K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
23+ 0.19% |
$831 - $961
|
11.9K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
23+ 0.38% |
$831 - $961
|
6.06K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
22+ 0.05% |
$795 - $919
|
48.4K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
21+ 1.05% |
$759 - $878
|
2.02K
$54.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
19+ 0.07% |
$686 - $794
|
26.8K
$720K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
19+ 0.03% |
$686 - $794
|
60.8K
$1.63M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
18+ 0.03% |
$650 - $752
|
57.6K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 0.98% |
$650 - $752
|
1.86K
$49.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
18+ 0.09% |
$650 - $752
|
20.8K
$559K
|