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 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 1.02% |
$650 - $752
|
1.79K
$48K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18+ 0.06% |
$650 - $752
|
32.1K
$863K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17+ 0.02% |
$614 - $710
|
70.2K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.12% |
$614 - $710
|
14K
$375K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.09% |
$614 - $710
|
19.5K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16+ 0.08% |
$578 - $669
|
20.3K
$544K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
15+ 0.03% |
$542 - $627
|
53.1K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.12% |
$470 - $543
|
10.4K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13+ 1.02% |
$470 - $543
|
1.28K
$34.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
13+ 0.18% |
$470 - $543
|
7.11K
$191K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
12+ 0.21% |
$433 - $501
|
5.78K
$155K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 0.09% |
$433 - $501
|
13.8K
$370K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.05% |
$397 - $460
|
23.9K
$642K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
11+ 0.73% |
$397 - $460
|
1.52K
$40.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 1.06% |
$397 - $460
|
1.05K
$28.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.04% |
$397 - $460
|
25.3K
$680K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 1.04% |
$361 - $418
|
968
$26K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$361 - $418
|
6.79K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.06% |
$361 - $418
|
16.2K
$435K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
10+ 0.09% |
$361 - $418
|
11.4K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 0.18% |
$361 - $418
|
5.66K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10+ 0.18% |
$361 - $418
|
5.54K
$149K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9+ 0.12% |
$325 - $376
|
7.55K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.03% |
$325 - $376
|
32.7K
$879K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.53% |
$325 - $376
|
1.7K
$45.8K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 0.31% |
$325 - $376
|
2.91K
$78.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8+ 0.11% |
$289 - $334
|
7.05K
$189K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8+ 0.09% |
$289 - $334
|
8.89K
$239K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 0.87% |
$253 - $293
|
814
$21.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7+ 0.07% |
$253 - $293
|
10.5K
$281K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.02% |
$253 - $293
|
32.1K
$862K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.23% |
$217 - $251
|
2.59K
$69.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.08% |
$217 - $251
|
7.48K
$201K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.18% |
$181 - $209
|
2.78K
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.4% |
$181 - $209
|
1.26K
$33.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4+ 0.01% |
$144 - $167
|
29.1K
$782K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.02% |
$144 - $167
|
23.8K
$641K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.14% |
$144 - $167
|
2.84K
$76.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
4+ 0.15% |
$144 - $167
|
2.74K
$73.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$144 - $167
|
16.9K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.03% |
$144 - $167
|
13.3K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4+ 0.03% |
$144 - $167
|
13.9K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3+ 0.01% |
$108 - $125
|
35K
$941K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.39% |
$108 - $125
|
765
$20.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.69% |
$108 - $125
|
438
$11.8K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3+ 0.05% |
$108 - $125
|
5.94K
$160K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 1.82% |
$72.2 - $83.6
|
112
$3.01K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.01% |
$72.2 - $83.6
|
25.8K
$692K
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$72.2 - $83.6
|
169K
$4.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.0% |
$72.2 - $83.6
|
70.9K
$1.9M
|