Purchases and Sales Made in Q3 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q3 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 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2K+ 17.74% |
$64.1K - $74.9K
|
13.2K
$302K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.98K+ 2.01% |
$63.6K - $74.3K
|
101K
$2.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.98K+ 0.95% |
$63.4K - $74.1K
|
211K
$4.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
1.97K+ 27.46% |
$63.1K - $73.8K
|
9.13K
$208K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.97K+ 4.77% |
$63.1K - $73.7K
|
43.2K
$983K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.96K+ 1.2% |
$63K - $73.7K
|
166K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.92K+ 24.89% |
$61.6K - $72K
|
9.63K
$219K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.92K+ 8.4% |
$61.5K - $71.8K
|
24.7K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.91K+ 4.94% |
$61.4K - $71.8K
|
40.6K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.91K+ 2.21% |
$61.2K - $71.5K
|
88.1K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.9K+ 3.56% |
$60.8K - $71.1K
|
55.2K
$1.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.88K+ 19.8% |
$60.5K - $70.7K
|
11.4K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.88K+ 18.81% |
$60.3K - $70.5K
|
11.9K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.88K+ 5.86% |
$60.2K - $70.4K
|
33.9K
$773K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.87K+ 12.63% |
$60.1K - $70.3K
|
16.7K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 2.76% |
$60K - $70.2K
|
69.8K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.86K+ 26.79% |
$59.5K - $69.6K
|
8.78K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.86K+ 0.88% |
$59.5K - $69.6K
|
214K
$4.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.85K+ 12.07% |
$59.4K - $69.5K
|
17.2K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.85K+ 3.81% |
$59.4K - $69.4K
|
50.4K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.82KNew |
$58.4K - $68.3K
|
1.82K
$41.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.82K+ 2.48% |
$58.4K - $68.3K
|
75.2K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.82K+ 2.69% |
$58.3K - $68.1K
|
69.3K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.82K+ 29.53% |
$58.2K - $68.1K
|
7.96K
$181K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.8K+ 3.63% |
$57.7K - $67.4K
|
51.4K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.79K+ 3.77% |
$57.4K - $67.1K
|
49.2K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.78K+ 5.83% |
$57.1K - $66.7K
|
32.3K
$735K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 4.66% |
$56.9K - $66.5K
|
39.9K
$908K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.76KNew |
$56.5K - $66K
|
1.76K
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.75K+ 17.84% |
$56.2K - $65.7K
|
11.6K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.75K+ 63.02% |
$56.2K - $65.6K
|
4.53K
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.75K+ 3.24% |
$56.2K - $65.6K
|
55.7K
$1.27M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 4.8% |
$56.1K - $65.5K
|
38.1K
$869K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.74K+ 16.45% |
$56K - $65.4K
|
12.3K
$281K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.74KNew |
$55.8K - $65.3K
|
1.74K
$39.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.73K+ 7.0% |
$55.6K - $65K
|
26.5K
$604K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.71K+ 8.26% |
$54.7K - $64K
|
22.4K
$509K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.71K+ 8.24% |
$54.7K - $64K
|
22.4K
$510K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.7K+ 9.82% |
$54.6K - $63.8K
|
19K
$433K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.7K+ 6.55% |
$54.6K - $63.8K
|
27.6K
$630K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.7K+ 4.99% |
$54.5K - $63.7K
|
35.7K
$814K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.7K+ 4.15% |
$54.4K - $63.6K
|
42.6K
$969K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.69K+ 1.58% |
$54.1K - $63.2K
|
108K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 19.36% |
$54K - $63.1K
|
10.4K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.66K+ 7.89% |
$53.4K - $62.4K
|
22.7K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.63K+ 32.22% |
$52.3K - $61.1K
|
6.69K
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
1.63K+ 1.79% |
$52.3K - $61.1K
|
92.7K
$2.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.62K+ 7.5% |
$52K - $60.8K
|
23.2K
$529K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.62K+ 14.59% |
$51.8K - $60.6K
|
12.7K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.61K+ 1.26% |
$51.7K - $60.4K
|
129K
$2.94M
|