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
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.1K- 1.9% |
$184K - $213K
|
263K
$5.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.11K- 5.08% |
$185K - $214K
|
95.6K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.12K- 0.98% |
$185K - $214K
|
517K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-5.13K- 3.29% |
$185K - $214K
|
151K
$3.39M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-5.16K- 33.22% |
$186K - $216K
|
10.4K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.18K- 0.85% |
$187K - $216K
|
603K
$13.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.19K- 45.58% |
$188K - $217K
|
6.2K
$140K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-5.2K- 12.21% |
$188K - $217K
|
37.4K
$842K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.23K- 3.65% |
$189K - $218K
|
138K
$3.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.23K- 40.2% |
$189K - $219K
|
7.79K
$175K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-5.25K- 12.41% |
$189K - $219K
|
37K
$834K
|
|
|
Jul 24, 2023
Q2 2023
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-5.27K- 3.71% |
$190K - $220K
|
137K
$3.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-5.31K- 1.64% |
$192K - $222K
|
319K
$7.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.33K- 6.77% |
$192K - $223K
|
73.4K
$1.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.4K- 46.39% |
$195K - $226K
|
6.24K
$141K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.43K- 3.96% |
$196K - $227K
|
132K
$2.97M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.48K- 13.49% |
$198K - $229K
|
35.1K
$791K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.48K- 4.23% |
$198K - $229K
|
124K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.48K- 37.95% |
$198K - $229K
|
8.96K
$202K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-5.51K- 33.09% |
$199K - $230K
|
11.1K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.54K- 5.77% |
$200K - $231K
|
90.5K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.55K- 1.62% |
$201K - $232K
|
337K
$7.59M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-5.59KClosed |
$202K - $234K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-5.67K- 4.77% |
$205K - $237K
|
113K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-5.68K- 22.88% |
$205K - $237K
|
19.2K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-5.7K- 26.27% |
$206K - $238K
|
16K
$360K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-5.75K- 12.37% |
$208K - $240K
|
40.7K
$917K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.78K- 2.26% |
$209K - $242K
|
250K
$5.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.79K- 1.37% |
$209K - $242K
|
416K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-5.8K- 10.64% |
$209K - $242K
|
48.7K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5.84K- 26.94% |
$211K - $244K
|
15.8K
$357K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.85K- 22.0% |
$211K - $244K
|
20.7K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.87K- 7.1% |
$212K - $245K
|
76.8K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.91K- 3.69% |
$213K - $247K
|
154K
$3.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.91K- 1.02% |
$213K - $247K
|
575K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-5.92K- 33.53% |
$214K - $247K
|
11.7K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-5.93K- 36.24% |
$214K - $248K
|
10.4K
$235K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.98K- 11.86% |
$216K - $250K
|
44.5K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5.99K- 50.69% |
$216K - $250K
|
5.83K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-6K- 19.36% |
$217K - $251K
|
25K
$563K
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
SELL
|
- |
-6.04K- 29.85% |
$218K - $252K
|
14.2K
$320K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6.06K- 13.54% |
$219K - $253K
|
38.7K
$872K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-6.11K- 7.91% |
$221K - $255K
|
71.1K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.11K- 1.23% |
$221K - $255K
|
492K
$11.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.14KClosed |
$222K - $256K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.22K- 2.48% |
$225K - $260K
|
244K
$5.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.3K- 8.81% |
$227K - $263K
|
65.2K
$1.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.43K- 17.42% |
$232K - $269K
|
30.5K
$686K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-6.46K- 2.74% |
$233K - $270K
|
229K
$5.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-6.5K- 4.29% |
$235K - $272K
|
145K
$3.27M
|