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 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-606- 3.52% |
$21.9K - $25.3K
|
16.6K
$447K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-606- 7.17% |
$21.9K - $25.3K
|
7.85K
$211K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-613- 0.42% |
$22.1K - $25.6K
|
144K
$3.88M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-617- 0.69% |
$22.3K - $25.8K
|
88.8K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-617- 0.03% |
$22.3K - $25.8K
|
2.14M
$57.5M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-619- 6.12% |
$22.4K - $25.9K
|
9.49K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-625- 1.21% |
$22.6K - $26.1K
|
51.1K
$1.37M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-626- 3.25% |
$22.6K - $26.2K
|
18.7K
$502K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-634- 3.74% |
$22.9K - $26.5K
|
16.3K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-648- 4.03% |
$23.4K - $27.1K
|
15.4K
$415K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-651- 7.83% |
$23.5K - $27.2K
|
7.66K
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-652- 1.23% |
$23.6K - $27.2K
|
52.3K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-652- 3.45% |
$23.6K - $27.2K
|
18.3K
$491K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-653- 18.6% |
$23.6K - $27.3K
|
2.86K
$76.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-655- 3.83% |
$23.7K - $27.4K
|
16.4K
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-660- 5.86% |
$23.8K - $27.6K
|
10.6K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-669- 2.4% |
$24.2K - $28K
|
27.2K
$730K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-680- 6.39% |
$24.6K - $28.4K
|
9.97K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-683- 8.22% |
$24.7K - $28.5K
|
7.62K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-685- 2.15% |
$24.7K - $28.6K
|
31.1K
$838K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-685- 2.76% |
$24.7K - $28.6K
|
24.2K
$650K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-686- 0.73% |
$24.8K - $28.7K
|
93.3K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-687- 1.6% |
$24.8K - $28.7K
|
42.1K
$1.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-689- 5.32% |
$24.9K - $28.8K
|
12.3K
$329K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-693- 1.5% |
$25K - $29K
|
45.4K
$1.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-695- 1.07% |
$25.1K - $29K
|
64K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-697- 7.66% |
$25.2K - $29.1K
|
8.41K
$226K
|
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-700- 2.81% |
$25.3K - $29.3K
|
24.2K
$651K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-700- 2.78% |
$25.3K - $29.3K
|
24.5K
$659K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-701- 2.01% |
$25.3K - $29.3K
|
34.2K
$920K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-701- 0.55% |
$25.3K - $29.3K
|
127K
$3.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-709- 1.44% |
$25.6K - $29.6K
|
48.6K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-710- 5.27% |
$25.6K - $29.7K
|
12.8K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-716- 2.08% |
$25.9K - $29.9K
|
33.8K
$908K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-720- 0.72% |
$26K - $30.1K
|
99.5K
$2.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-723- 3.25% |
$26.1K - $30.2K
|
21.5K
$579K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-731- 1.67% |
$26.4K - $30.5K
|
43K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-734- 2.28% |
$26.5K - $30.7K
|
31.5K
$847K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-742- 1.39% |
$26.8K - $31K
|
52.7K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-745- 5.32% |
$26.9K - $31.1K
|
13.2K
$356K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-746- 25.71% |
$26.9K - $31.2K
|
2.16K
$58K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-754- 2.76% |
$27.2K - $31.5K
|
26.6K
$715K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-755- 9.97% |
$27.3K - $31.6K
|
6.82K
$183K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-760- 3.85% |
$27.5K - $31.8K
|
19K
$510K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-763- 3.14% |
$27.6K - $31.9K
|
23.6K
$633K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-775- 8.82% |
$28K - $32.4K
|
8.01K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-775- 5.31% |
$28K - $32.4K
|
13.8K
$372K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-780- 1.45% |
$28.2K - $32.6K
|
52.9K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-787- 4.8% |
$28.4K - $32.9K
|
15.6K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-800- 1.24% |
$28.9K - $33.4K
|
63.8K
$1.72M
|