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
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.57K- 46.59% |
$237K - $274K
|
7.53K
$171K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-6.57K- 19.76% |
$237K - $275K
|
26.7K
$608K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.58K- 1.74% |
$238K - $275K
|
371K
$8.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-6.7K- 26.88% |
$242K - $280K
|
18.2K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6.74K- 50.46% |
$243K - $281K
|
6.61K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.75K- 3.78% |
$244K - $282K
|
172K
$3.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-6.77K- 13.79% |
$245K - $283K
|
42.3K
$965K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-6.79K- 14.68% |
$245K - $284K
|
39.4K
$898K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-6.79K- 2.09% |
$245K - $284K
|
318K
$7.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.81K- 9.62% |
$246K - $285K
|
64K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-6.89K- 9.26% |
$249K - $288K
|
67.5K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-6.9K- 24.92% |
$249K - $288K
|
20.8K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-6.94K- 12.73% |
$251K - $290K
|
47.6K
$1.08M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6.98KClosed |
$252K - $291K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.02K- 1.33% |
$254K - $293K
|
522K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.05K- 41.36% |
$255K - $295K
|
9.99K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.19K- 0.68% |
$260K - $300K
|
1.04M
$23.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-7.23K- 4.8% |
$261K - $302K
|
143K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-7.25K- 24.99% |
$262K - $303K
|
21.8K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-7.37K- 13.68% |
$266K - $308K
|
46.5K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.4K- 4.92% |
$267K - $309K
|
143K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-7.4K- 6.71% |
$267K - $309K
|
103K
$2.34M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-7.41K- 5.53% |
$267K - $309K
|
126K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-7.5K- 5.13% |
$271K - $313K
|
139K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.51K- 47.7% |
$271K - $314K
|
8.23K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.51K- 2.24% |
$271K - $314K
|
329K
$7.48M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.62K- 1.48% |
$275K - $318K
|
509K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.64K- 24.01% |
$276K - $319K
|
24.2K
$551K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-7.65K- 3.17% |
$276K - $320K
|
234K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.74K- 10.2% |
$280K - $324K
|
68.2K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-7.89K- 3.57% |
$285K - $330K
|
213K
$4.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-8.07K- 8.21% |
$292K - $337K
|
90.2K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.12K- 8.91% |
$293K - $339K
|
83K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-8.15K- 2.43% |
$294K - $341K
|
327K
$7.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.17K- 29.81% |
$295K - $341K
|
19.2K
$438K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-8.22K- 39.05% |
$297K - $343K
|
12.8K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-8.28K- 2.93% |
$299K - $346K
|
275K
$6.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-8.28K- 16.31% |
$299K - $346K
|
42.5K
$968K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.3K- 3.57% |
$300K - $347K
|
224K
$5.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-8.4K- 7.83% |
$303K - $351K
|
98.8K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-8.48K- 30.79% |
$306K - $354K
|
19.1K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8.62K- 2.68% |
$311K - $360K
|
314K
$7.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 14.76% |
$314K - $363K
|
50.1K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.72K- 25.17% |
$315K - $364K
|
25.9K
$590K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-8.8K- 27.55% |
$318K - $368K
|
23.1K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.8K- 7.85% |
$318K - $368K
|
103K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-8.82K- 5.88% |
$319K - $369K
|
141K
$3.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8.9K- 4.48% |
$321K - $372K
|
190K
$4.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-9.01K- 13.71% |
$325K - $377K
|
56.7K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-9.01K- 0.67% |
$325K - $377K
|
1.34M
$30.5M
|