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
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.19K+ 3.44% |
$38.1K - $44.6K
|
35.7K
$950K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.19K+ 4.07% |
$38K - $44.4K
|
30.3K
$807K
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.19K+ 4.07% |
$38K - $44.4K
|
30.3K
$807K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.17K+ 13.96% |
$37.6K - $44K
|
9.57K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.17K+ 5.36% |
$37.6K - $43.9K
|
23K
$613K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
1.17K+ 2.6% |
$37.4K - $43.8K
|
46.1K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.17K+ 3.52% |
$37.4K - $43.7K
|
34.3K
$913K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.17K+ 4.04% |
$37.4K - $43.7K
|
30K
$799K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.15K+ 0.42% |
$36.8K - $43K
|
272K
$7.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.14K+ 15.21% |
$36.7K - $42.9K
|
8.66K
$231K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.14K+ 10.59% |
$36.4K - $42.6K
|
11.9K
$316K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.13K+ 11.52% |
$36.3K - $42.4K
|
10.9K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.13K+ 1.79% |
$36.2K - $42.3K
|
64K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.13KNew |
$36.1K - $42.2K
|
1.13K
$30K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.11K+ 9.83% |
$35.7K - $41.8K
|
12.5K
$331K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
1.1K+ 1.55% |
$35.3K - $41.3K
|
72K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.1K+ 5.21% |
$35.3K - $41.3K
|
22.2K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 12.01% |
$35.2K - $41.1K
|
10.2K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.09K+ 0.89% |
$35K - $41K
|
123K
$3.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.07K+ 1.9% |
$34.2K - $40K
|
57.3K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 17.82% |
$33.9K - $39.6K
|
6.98K
$186K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 5.82% |
$33.7K - $39.4K
|
19.1K
$508K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 52350.0% |
$33.6K - $39.3K
|
1.05K
$27.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.05K+ 8.81% |
$33.6K - $39.2K
|
12.9K
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
1.04K+ 10.63% |
$33.5K - $39.2K
|
10.9K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 2.35% |
$33.5K - $39.1K
|
45.4K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.04K+ 3.8% |
$33.5K - $39.1K
|
28.5K
$757K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.04K+ 2.5% |
$33.4K - $39K
|
42.7K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.04K+ 8.13% |
$33.3K - $39K
|
13.8K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.03K+ 1.62% |
$33.1K - $38.7K
|
64.9K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.03K+ 7.98% |
$33.1K - $38.7K
|
14K
$372K
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.02KNew |
$32.8K - $38.4K
|
1.02K
$27.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.02K+ 13.21% |
$32.6K - $38.1K
|
8.71K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.01K+ 9.53% |
$32.4K - $37.9K
|
11.6K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.01K+ 13.46% |
$32.3K - $37.8K
|
8.5K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 2.42% |
$32.3K - $37.7K
|
42.6K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 2.07% |
$32.2K - $37.7K
|
49.4K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1K+ 18.14% |
$32.1K - $37.5K
|
6.51K
$173K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
1K+ 9.48% |
$32.1K - $37.5K
|
11.5K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1K+ 0.72% |
$32.1K - $37.5K
|
139K
$3.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
998+ 0.96% |
$32K - $37.4K
|
105K
$2.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
998+ 3.2% |
$32K - $37.4K
|
32.1K
$856K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
989+ 7.29% |
$31.7K - $37.1K
|
14.6K
$387K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
988+ 8.0% |
$31.7K - $37.1K
|
13.3K
$355K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
982+ 0.25% |
$31.5K - $36.8K
|
398K
$10.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
975+ 3.66% |
$31.3K - $36.6K
|
27.6K
$734K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
970+ 3.95% |
$31.1K - $36.4K
|
25.5K
$679K
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
961+ 5.14% |
$30.8K - $36K
|
19.7K
$523K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
956+ 3.38% |
$30.7K - $35.9K
|
29.2K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
949+ 1.54% |
$30.5K - $35.6K
|
62.4K
$1.66M
|