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
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.16K- 10.12% |
$41.8K - $48.4K
|
10.3K
$232K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.17K- 8.37% |
$42.2K - $48.8K
|
12.8K
$288K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.17K- 3.17% |
$42.3K - $48.9K
|
35.8K
$806K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.17K- 8.15% |
$42.3K - $49K
|
13.2K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.18K- 6.72% |
$42.5K - $49.1K
|
16.3K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.19K- 3.21% |
$43.1K - $49.9K
|
36K
$812K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 2.09% |
$43.2K - $50K
|
56.1K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.2K- 10.11% |
$43.3K - $50.1K
|
10.7K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 5.56% |
$43.3K - $50.1K
|
20.4K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.2K- 4.82% |
$43.4K - $50.2K
|
23.8K
$535K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.2K- 10.23% |
$43.4K - $50.2K
|
10.5K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.21K- 3.39% |
$43.6K - $50.4K
|
34.3K
$773K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.21K- 2.99% |
$43.7K - $50.6K
|
39.3K
$885K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.24K- 6.96% |
$44.7K - $51.7K
|
16.6K
$373K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.24K- 12.58% |
$44.8K - $51.9K
|
8.62K
$194K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-1.24K- 3.87% |
$44.9K - $52K
|
30.9K
$697K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.25K- 16.48% |
$45.1K - $52.2K
|
6.33K
$143K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.25K- 3.83% |
$45.2K - $52.2K
|
31.4K
$707K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.27K- 9.91% |
$45.8K - $53K
|
11.5K
$260K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.27K- 12.12% |
$45.9K - $53.1K
|
9.21K
$207K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.28K- 4.25% |
$46.3K - $53.5K
|
28.9K
$650K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.28K- 8.3% |
$46.3K - $53.5K
|
14.1K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.29K- 1.91% |
$46.4K - $53.7K
|
66.1K
$1.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.29K- 2.78% |
$46.5K - $53.8K
|
45K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.29K- 5.42% |
$46.5K - $53.8K
|
22.5K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.3K- 6.07% |
$47K - $54.3K
|
20.1K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-1.31K- 0.93% |
$47.4K - $54.8K
|
140K
$3.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.35K- 10.6% |
$48.8K - $56.4K
|
11.4K
$257K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.36K- 3.16% |
$49K - $56.7K
|
41.6K
$937K
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.36K- 3.37% |
$49K - $56.7K
|
38.9K
$877K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.38K- 88.88% |
$49.7K - $57.5K
|
172
$3.88K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 21.74% |
$50K - $57.8K
|
4.98K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.39K- 3.29% |
$50.1K - $57.9K
|
40.8K
$919K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.4K- 14.86% |
$50.4K - $58.3K
|
8K
$180K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.4K- 5.5% |
$50.7K - $58.7K
|
24.1K
$544K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.96% |
$51.1K - $59.1K
|
9.5K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.42K- 3.91% |
$51.2K - $59.3K
|
34.8K
$785K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.43K- 12.78% |
$51.6K - $59.7K
|
9.75K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 2.28% |
$51.6K - $59.7K
|
61.1K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.43K- 9.54% |
$51.7K - $59.8K
|
13.6K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.43K- 1.09% |
$51.7K - $59.8K
|
130K
$2.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Cortland Associates Inc
|
SELL
|
- |
-1.43K- 16.35% |
$51.8K - $59.9K
|
7.34K
$165K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.44K- 2.33% |
$51.9K - $60K
|
60.3K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 3.1% |
$52.6K - $60.8K
|
45.4K
$1.02M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.47K- 3.05% |
$53K - $61.3K
|
46.6K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.48K- 6.07% |
$53.5K - $61.8K
|
22.9K
$516K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.48K- 3.39% |
$53.5K - $61.8K
|
42.1K
$949K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.48K- 17.99% |
$53.5K - $61.8K
|
6.75K
$152K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.48K- 4.14% |
$53.6K - $62K
|
34.4K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-1.5K- 1.77% |
$54K - $62.5K
|
83.1K
$1.87M
|