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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30.6KNew |
$1.1M - $1.28M
|
30.6K
$814K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
29.9K+ 4.16% |
$1.08M - $1.25M
|
749K
$20M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
29.7K+ 13.95% |
$1.07M - $1.24M
|
242K
$6.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
29.5KNew |
$1.07M - $1.23M
|
29.5K
$786K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
29.5K+ 1.76% |
$1.07M - $1.23M
|
1.7M
$45.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
29.4KNew |
$1.06M - $1.23M
|
29.4K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
29.3KNew |
$1.06M - $1.22M
|
29.3K
$780K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
28.8K+ 118.18% |
$1.04M - $1.2M
|
53.2K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
28.7K+ 72.22% |
$1.04M - $1.2M
|
68.5K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
28.4KNew |
$1.03M - $1.19M
|
28.4K
$756K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
28.3KNew |
$1.02M - $1.18M
|
28.3K
$754K
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
28.3K+ 85.29% |
$1.02M - $1.18M
|
61.5K
$1.64M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
28.3K+ 13.64% |
$1.02M - $1.18M
|
236K
$6.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.3KNew |
$1.02M - $1.18M
|
28.3K
$753K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27.6KNew |
$995K - $1.15M
|
27.6K
$734K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.5K+ 20.56% |
$995K - $1.15M
|
161K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.1K+ 109.47% |
$980K - $1.13M
|
51.9K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
26.6KNew |
$960K - $1.11M
|
26.6K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
26.5K+ 14349.73% |
$959K - $1.11M
|
26.7K
$712K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
26.5K+ 16.96% |
$957K - $1.11M
|
183K
$4.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
26.3K+ 13.11% |
$951K - $1.1M
|
227K
$6.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
26.1K+ 10.74% |
$942K - $1.09M
|
269K
$7.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
25.8K+ 31.76% |
$933K - $1.08M
|
107K
$2.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
25.8K+ 40.06% |
$931K - $1.08M
|
90.1K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
25.5K+ 4.87% |
$922K - $1.07M
|
549K
$14.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25.5K+ 12.88% |
$920K - $1.06M
|
223K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
25.5K+ 7.25% |
$920K - $1.06M
|
377K
$10M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
25K+ 36.64% |
$902K - $1.04M
|
93.1K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
24.9KNew |
$899K - $1.04M
|
24.9K
$663K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
24.8K+ 35.5% |
$897K - $1.04M
|
94.8K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
24.5K+ 67.51% |
$885K - $1.02M
|
60.8K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
24.5K+ 30.75% |
$884K - $1.02M
|
104K
$2.77M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
24.5K+ 9.03% |
$883K - $1.02M
|
295K
$7.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
23.7K+ 17.1% |
$857K - $992K
|
163K
$4.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23.6K+ 22.44% |
$853K - $987K
|
129K
$3.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23.4K+ 52.47% |
$844K - $976K
|
67.9K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
23.3K+ 9.23% |
$841K - $973K
|
275K
$7.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
23.3K+ 71.77% |
$841K - $973K
|
55.7K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Bonness Enterprises Inc
|
BUY
|
- |
23.1K+ 26.67% |
$834K - $965K
|
110K
$2.92M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.1K+ 20.35% |
$833K - $964K
|
136K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
23.1K+ 11.29% |
$833K - $963K
|
227K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
22.7K+ 7.53% |
$820K - $949K
|
324K
$8.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
22.7KNew |
$819K - $947K
|
22.7K
$604K
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
22.5KNew |
$812K - $939K
|
22.5K
$599K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
22.4K+ 2.33% |
$808K - $934K
|
981K
$26.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
22.3K+ 384.15% |
$805K - $931K
|
28.1K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
22.2K+ 8.17% |
$801K - $927K
|
294K
$7.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
22.1K+ 16.12% |
$799K - $924K
|
159K
$4.24M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
22K+ 21.44% |
$794K - $918K
|
124K
$3.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 2.42% |
$793K - $917K
|
927K
$24.7M
|