Purchases and Sales Made in Q2 2023 in Pfizer Inc (PFE)

PFE Quotes by TradingView

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 18, 2023 Q2 2023
Zhang Financial LLC

SELL
 -
-5.33K
- 6.77%
$192K - $223K
73.4K $1.94M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-5.4K
- 46.39%
$195K - $226K
6.24K $165K
Aug 10, 2023 Q2 2023
Financial Partners Group, LLC

Gallatin, TN
SELL
 -
-5.43K
- 3.96%
$196K - $227K
132K $3.48M
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-5.48K
- 13.49%
$198K - $229K
35.1K $928K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-5.48K
- 4.23%
$198K - $229K
124K $3.28M
Aug 11, 2023 Q2 2023
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-5.48K
- 37.95%
$198K - $229K
8.96K $237K
Sep 06, 2024 Q2 2023
Ted Buchan & CO

San Diego, CA
SELL
 -
-5.51K
- 33.09%
$199K - $230K
11.1K $294K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

SELL
 -
-5.54K
- 5.77%
$200K - $231K
90.5K $2.39M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-5.55K
- 1.62%
$201K - $232K
337K $8.9M
Aug 01, 2023 Q2 2023
First National Trust CO

SELL
 -
-5.67K
- 4.77%
$205K - $237K
113K $2.99M
Aug 14, 2023 Q2 2023
Sherbrooke Park Advisers LLC

White Plains, NY
SELL
 -
-5.7K
- 26.27%
$206K - $238K
16K $423K
Jul 14, 2023 Q2 2023
Vera Bank, N.A.

SELL
 -
-5.75K
- 12.37%
$208K - $240K
40.7K $1.08M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

SELL
 -
-5.78K
- 2.26%
$209K - $242K
250K $6.61M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

SELL
 -
-5.79K
- 1.37%
$209K - $242K
416K $11M
Aug 14, 2023 Q2 2023
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-5.8K
- 10.64%
$209K - $242K
48.7K $1.29M
Jul 19, 2023 Q2 2023
Cic Wealth, LLC

Rockville, MD
SELL
 -
-5.84K
- 26.94%
$211K - $244K
15.8K $419K
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

SELL
 -
-5.85K
- 22.0%
$211K - $244K
20.7K $548K
Aug 10, 2023 Q2 2023
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-5.87K
- 7.1%
$212K - $245K
76.8K $2.03M
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

SELL
 -
-5.91K
- 3.69%
$213K - $247K
154K $4.08M
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

SELL
 -
-5.91K
- 1.02%
$213K - $247K
575K $15.2M
Aug 07, 2023 Q2 2023
Allen Investment Management LLC

SELL
 -
-5.92K
- 33.53%
$214K - $247K
11.7K $310K
Aug 08, 2023 Q2 2023
Insight Inv LLC

El Segundo, CA
SELL
 -
-5.93K
- 36.24%
$214K - $248K
10.4K $276K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

SELL
 -
-5.98K
- 11.86%
$216K - $250K
44.5K $1.17M
Aug 04, 2023 Q2 2023
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-5.99K
- 50.69%
$216K - $250K
5.83K $154K
Aug 01, 2023 Q2 2023
Todd Asset Management LLC

SELL
 -
-6K
- 19.36%
$217K - $251K
25K $660K
Jul 13, 2023 Q2 2023
Bender Robert & Associates

SELL
 -
-6.04K
- 29.85%
$218K - $252K
14.2K $375K
Aug 03, 2023 Q2 2023
Ogorek Anthony Joseph

SELL
 -
-6.06K
- 13.54%
$219K - $253K
38.7K $1.02M
Aug 03, 2023 Q2 2023
Vaughan Nelson Investment Management, L.P.

SELL
 -
-6.11K
- 7.91%
$221K - $255K
71.1K $1.88M
Aug 04, 2023 Q2 2023
Rathbones Group PLC

Liverpool, X0
SELL
 -
-6.11K
- 1.23%
$221K - $255K
492K $13M
Jul 18, 2023 Q2 2023
Tandem Investment Advisors, Inc.

Charleston, SC
SELL
 -
-6.14K
Closed
$222K - $256K
0 $0
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-6.22K
- 2.48%
$225K - $260K
244K $6.46M
Jul 20, 2023 Q2 2023
Sumitomo Life Insurance CO

SELL
 -
-6.3K
- 8.81%
$227K - $263K
65.2K $1.72M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

SELL
 -
-6.43K
- 17.42%
$232K - $269K
30.5K $805K
Aug 09, 2023 Q2 2023
Cannell & Co.

New York, NY
SELL
 -
-6.46K
- 2.74%
$233K - $270K
229K $6.06M
Jul 11, 2023 Q2 2023
Grassi Investment Management

SELL
 -
-6.5K
- 4.29%
$235K - $272K
145K $3.83M
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

SELL
 -
-6.57K
- 46.59%
$237K - $274K
7.53K $199K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

SELL
 -
-6.57K
- 19.76%
$237K - $275K
26.7K $705K
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-6.58K
- 1.74%
$238K - $275K
371K $9.81M
Jul 07, 2023 Q2 2023
Cooper Financial Group

SELL
 -
-6.7K
- 26.88%
$242K - $280K
18.2K $482K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-6.74K
- 50.46%
$243K - $281K
6.61K $175K
Aug 09, 2023 Q2 2023
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-6.75K
- 3.78%
$244K - $282K
172K $4.54M
Aug 10, 2023 Q2 2023
Qtron Investments LLC

Boston, MA
SELL
 -
-6.77K
- 13.79%
$245K - $283K
42.3K $1.12M
Aug 04, 2023 Q2 2023
White Pine Investment CO

SELL
 -
-6.79K
- 14.68%
$245K - $284K
39.4K $1.04M
Jul 11, 2023 Q2 2023
Jacobs & CO

SELL
 -
-6.79K
- 2.09%
$245K - $284K
318K $8.39M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-6.81K
- 9.62%
$246K - $285K
64K $1.69M
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
SELL
 -
-6.89K
- 9.26%
$249K - $288K
67.5K $1.78M
Jul 13, 2023 Q2 2023
Wealth Alliance Advisory Group, LLC

SELL
 -
-6.9K
- 24.92%
$249K - $288K
20.8K $549K
Jul 26, 2023 Q2 2023
Cx Institutional

SELL
 -
-6.94K
- 12.73%
$251K - $290K
47.6K $1.26M
Sep 15, 2023 Q2 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
SELL
 -
-6.98K
Closed
$252K - $291K
0 $0

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