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 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
70.7KNew |
$2.55M - $2.95M
|
70.7K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
70.4K+ 6.19% |
$2.54M - $2.94M
|
1.21M
$27.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
70.1KNew |
$2.53M - $2.93M
|
70.1K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
68.4KNew |
$2.47M - $2.86M
|
68.4K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
67.7K+ 258.56% |
$2.45M - $2.83M
|
93.9K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
67.5K+ 20.89% |
$2.44M - $2.82M
|
391K
$8.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
67K+ 740.27% |
$2.42M - $2.8M
|
76.1K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
66.8K+ 25.69% |
$2.41M - $2.79M
|
327K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
66K+ 7.21% |
$2.38M - $2.76M
|
981K
$22.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
65.4K+ 5.09% |
$2.36M - $2.73M
|
1.35M
$30.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
64.9KNew |
$2.35M - $2.71M
|
64.9K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
64.8K+ 15.58% |
$2.34M - $2.71M
|
481K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
64.7K+ 75.23% |
$2.34M - $2.7M
|
151K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
64.1KNew |
$2.31M - $2.68M
|
64.1K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62.9K+ 4.67% |
$2.27M - $2.63M
|
1.41M
$31.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
62.8K+ 71.81% |
$2.27M - $2.63M
|
150K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
61.9K+ 5.92% |
$2.24M - $2.59M
|
1.11M
$25M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
61.6K+ 40.56% |
$2.22M - $2.57M
|
213K
$4.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
60.6K+ 2.33% |
$2.19M - $2.53M
|
2.66M
$59.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
57.9K+ 17.55% |
$2.09M - $2.42M
|
388K
$8.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
57.9K+ 21.99% |
$2.09M - $2.42M
|
321K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
55.8K+ 369.58% |
$2.02M - $2.33M
|
70.9K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
55.7K+ 5.76% |
$2.01M - $2.33M
|
1.02M
$23M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
55.7K+ 5.76% |
$2.01M - $2.33M
|
1.02M
$23M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
55.5KNew |
$2M - $2.32M
|
55.5K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
52.6K+ 70.54% |
$1.9M - $2.2M
|
127K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
52.2K+ 49.64% |
$1.89M - $2.18M
|
157K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51.9K+ 2203.86% |
$1.87M - $2.17M
|
54.3K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
51.7K+ 326.96% |
$1.87M - $2.16M
|
67.5K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
51.6K+ 1505.31% |
$1.86M - $2.15M
|
55K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
51.1KNew |
$1.84M - $2.13M
|
51.1K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
50.7K+ 5.64% |
$1.83M - $2.12M
|
949K
$21.4M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
50.7K+ 16.88% |
$1.83M - $2.12M
|
351K
$7.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
50.2K+ 4.04% |
$1.81M - $2.1M
|
1.29M
$29.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50K+ 1.98% |
$1.81M - $2.09M
|
2.57M
$57.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
50KNew |
$1.81M - $2.09M
|
50K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
49.3KNew |
$1.78M - $2.06M
|
49.3K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
48.5KNew |
$1.75M - $2.03M
|
48.5K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
48.5K+ 115.46% |
$1.75M - $2.03M
|
90.5K
$2.04M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
47.9K+ 2.7% |
$1.73M - $2M
|
1.82M
$41M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.8K+ 1.8% |
$1.73M - $2M
|
2.71M
$61.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
45.6K+ 8.97% |
$1.65M - $1.91M
|
555K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
45.6K+ 8.04% |
$1.65M - $1.91M
|
613K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
45.5K+ 28.94% |
$1.64M - $1.9M
|
203K
$4.57M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.1K+ 11.89% |
$1.63M - $1.89M
|
425K
$9.57M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
45.1K+ 7.88% |
$1.63M - $1.89M
|
617K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
44.1K+ 8.78% |
$1.59M - $1.84M
|
546K
$12.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
43.7K+ 61.41% |
$1.58M - $1.83M
|
115K
$2.59M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
43.5K+ 29.16% |
$1.57M - $1.82M
|
193K
$4.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
42.1K+ 20.15% |
$1.52M - $1.76M
|
251K
$5.66M
|