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 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.01K- 27.07% |
$145K - $168K
|
10.8K
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.01K- 11.17% |
$145K - $168K
|
31.9K
$727K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.07K- 9.5% |
$147K - $170K
|
38.7K
$883K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.08K- 31.17% |
$147K - $170K
|
9K
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.1K- 9.44% |
$148K - $172K
|
39.4K
$896K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-4.11K- 2.91% |
$148K - $172K
|
137K
$3.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.14K- 4.27% |
$150K - $173K
|
92.7K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.15K- 5.26% |
$150K - $173K
|
74.7K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.19K- 13.68% |
$151K - $175K
|
26.4K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-4.21K- 6.38% |
$152K - $176K
|
61.8K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-4.23K- 3.37% |
$153K - $177K
|
121K
$2.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-4.23K- 15.88% |
$153K - $177K
|
22.4K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.25K- 22.58% |
$153K - $177K
|
14.6K
$332K
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-4.25K- 27.78% |
$154K - $178K
|
11.1K
$252K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.26K- 3.55% |
$154K - $178K
|
116K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-4.37K- 10.75% |
$158K - $183K
|
36.3K
$826K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.47K- 4.3% |
$161K - $187K
|
99.5K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.48K- 10.36% |
$162K - $187K
|
38.7K
$882K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.5K- 40.44% |
$163K - $188K
|
6.63K
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.57K- 6.75% |
$165K - $191K
|
63K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-4.6K- 10.78% |
$166K - $192K
|
38K
$867K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.6K- 3.59% |
$166K - $192K
|
124K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.61K- 16.92% |
$167K - $193K
|
22.7K
$516K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.64K- 6.56% |
$167K - $194K
|
66K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.64K- 5.22% |
$168K - $194K
|
84.2K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.65K- 4.86% |
$168K - $194K
|
91K
$2.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.65K- 20.85% |
$168K - $194K
|
17.6K
$402K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.67K- 5.85% |
$169K - $195K
|
75K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.69K- 3.42% |
$169K - $196K
|
132K
$3.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-4.7K- 18.37% |
$170K - $196K
|
20.9K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.7K- 7.81% |
$170K - $197K
|
55.5K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.71K- 1.17% |
$170K - $197K
|
398K
$9.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-4.73K- 5.34% |
$171K - $198K
|
83.9K
$1.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.79K- 31.07% |
$173K - $200K
|
10.6K
$242K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-4.8K- 2.42% |
$173K - $201K
|
194K
$4.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.8K- 19.08% |
$173K - $201K
|
20.4K
$464K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-4.8K- 2.42% |
$174K - $201K
|
194K
$4.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.81K- 1.0% |
$174K - $201K
|
477K
$10.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-4.85K- 36.06% |
$175K - $203K
|
8.6K
$196K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.86K- 31.2% |
$175K - $203K
|
10.7K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.92K- 6.59% |
$178K - $206K
|
69.8K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.92K- 7.22% |
$178K - $206K
|
63.3K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.01K- 6.02% |
$181K - $209K
|
78.1K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.01K- 6.79% |
$181K - $209K
|
68.8K
$1.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.05K- 46.48% |
$182K - $211K
|
5.81K
$132K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.05K- 2.01% |
$183K - $211K
|
246K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-5.06K- 10.58% |
$183K - $212K
|
42.8K
$975K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.08K- 2.57% |
$183K - $212K
|
192K
$4.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-5.09K- 17.86% |
$184K - $213K
|
23.4K
$533K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.1K- 1.55% |
$184K - $213K
|
323K
$7.36M
|