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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-3.37K- 3.47% |
$122K - $141K
|
93.8K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.39K- 3.53% |
$122K - $142K
|
92.5K
$2.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-3.39K- 6.3% |
$122K - $142K
|
50.4K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.42K- 7.94% |
$124K - $143K
|
39.7K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 0.26% |
$124K - $143K
|
1.29M
$34M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.43K- 10.86% |
$124K - $143K
|
28.1K
$739K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.45K- 14.76% |
$125K - $144K
|
19.9K
$523K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.46K- 21.48% |
$125K - $145K
|
12.6K
$332K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.46K- 8.53% |
$125K - $145K
|
37.1K
$975K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.46K- 5.34% |
$125K - $145K
|
61.3K
$1.61M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.46K- 5.34% |
$125K - $145K
|
61.3K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.48K- 10.98% |
$126K - $145K
|
28.2K
$741K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.5K- 3.78% |
$126K - $146K
|
89.1K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.55K- 20.64% |
$128K - $148K
|
13.7K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.56K- 34.72% |
$129K - $149K
|
6.69K
$176K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-3.56K- 4.84% |
$129K - $149K
|
70K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.57K- 39.63% |
$129K - $149K
|
5.44K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.59K- 13.09% |
$130K - $150K
|
23.8K
$626K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-3.6K- 5.99% |
$130K - $150K
|
56.5K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-3.61K- 10.78% |
$130K - $151K
|
29.9K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-3.62K- 5.99% |
$131K - $151K
|
56.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-3.63K- 19.31% |
$131K - $152K
|
15.2K
$399K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.64K- 4.06% |
$131K - $152K
|
86K
$2.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.65K- 1.65% |
$132K - $153K
|
218K
$5.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.66K- 1.61% |
$132K - $153K
|
224K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.7K- 30.3% |
$134K - $155K
|
8.51K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.7K- 5.32% |
$134K - $155K
|
65.9K
$1.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3.71K- 23.18% |
$134K - $155K
|
12.3K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.71K- 6.47% |
$134K - $155K
|
53.6K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.75K- 28.42% |
$135K - $157K
|
9.45K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3.76K- 84.35% |
$136K - $157K
|
697
$18.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.81K- 6.51% |
$138K - $159K
|
54.7K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.81K- 2.36% |
$138K - $159K
|
157K
$4.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.81K- 35.23% |
$138K - $159K
|
7.01K
$184K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.82K- 2.42% |
$138K - $159K
|
154K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-3.85K- 2.72% |
$139K - $161K
|
137K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.86K- 14.42% |
$139K - $161K
|
22.9K
$602K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-3.88K- 2.73% |
$140K - $162K
|
138K
$3.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.88K- 3.3% |
$140K - $162K
|
114K
$2.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.89K- 28.09% |
$140K - $162K
|
9.95K
$262K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.9K- 1.55% |
$141K - $163K
|
248K
$6.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.9K- 23.09% |
$141K - $163K
|
13K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.93K- 6.37% |
$142K - $164K
|
57.7K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.93K- 6.11% |
$142K - $164K
|
60.4K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.93K- 2.7% |
$142K - $164K
|
142K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.93K- 2.61% |
$142K - $164K
|
147K
$3.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4K- 16.86% |
$144K - $167K
|
19.7K
$518K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-4K- 26.78% |
$144K - $167K
|
10.9K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.01K- 27.07% |
$145K - $168K
|
10.8K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.01K- 11.17% |
$145K - $168K
|
31.9K
$838K
|