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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
749+ 6.97% |
$24K - $28.1K
|
11.5K
$306K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
746+ 3.65% |
$23.9K - $28K
|
21.2K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
742+ 2.3% |
$23.8K - $27.8K
|
32.9K
$877K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
738+ 5.13% |
$23.7K - $27.7K
|
15.1K
$403K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
735+ 3.84% |
$23.6K - $27.6K
|
19.9K
$529K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
727+ 11.97% |
$23.3K - $27.3K
|
6.8K
$181K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
725+ 1.36% |
$23.3K - $27.2K
|
53.9K
$1.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
724+ 3.67% |
$23.2K - $27.2K
|
20.4K
$544K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
718+ 1.45% |
$23K - $26.9K
|
50.1K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
715+ 1.83% |
$22.9K - $26.8K
|
39.7K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
710+ 5.66% |
$22.8K - $26.6K
|
13.2K
$353K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
708+ 5.35% |
$22.7K - $26.6K
|
14K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
703+ 11.34% |
$22.6K - $26.4K
|
6.9K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
700+ 15.22% |
$22.5K - $26.3K
|
5.3K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
684+ 6.22% |
$21.9K - $25.7K
|
11.7K
$311K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
677+ 7.05% |
$21.7K - $25.4K
|
10.3K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
670+ 0.78% |
$21.5K - $25.1K
|
86.7K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
665+ 0.65% |
$21.3K - $24.9K
|
102K
$2.72M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
647+ 0.99% |
$20.8K - $24.3K
|
65.9K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
641+ 9.05% |
$20.6K - $24K
|
7.73K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
633+ 10.39% |
$20.3K - $23.7K
|
6.72K
$179K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
627+ 33.62% |
$20.1K - $23.5K
|
2.49K
$66.3K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
627+ 2.6% |
$20.1K - $23.5K
|
24.8K
$659K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
615+ 8.81% |
$19.7K - $23.1K
|
7.6K
$202K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
606+ 3.66% |
$19.4K - $22.7K
|
17.2K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
604+ 3.03% |
$19.4K - $22.7K
|
20.5K
$546K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
602+ 8.69% |
$19.3K - $22.6K
|
7.53K
$201K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
600+ 6.24% |
$19.3K - $22.5K
|
10.2K
$272K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.17% |
$19.3K - $22.5K
|
350K
$9.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
600+ 9.97% |
$19.3K - $22.5K
|
6.62K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
600+ 5.18% |
$19.3K - $22.5K
|
12.2K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
596+ 4.66% |
$19.1K - $22.4K
|
13.4K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
596+ 8.49% |
$19.1K - $22.4K
|
7.61K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
592+ 1.12% |
$19K - $22.2K
|
53.2K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
590+ 0.84% |
$18.9K - $22.1K
|
71.2K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
589+ 8.63% |
$18.9K - $22.1K
|
7.41K
$197K
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
589+ 10.58% |
$18.9K - $22.1K
|
6.16K
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
584+ 5.18% |
$18.7K - $21.9K
|
11.9K
$316K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
583+ 29.58% |
$18.7K - $21.9K
|
2.55K
$68K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
570+ 4.75% |
$18.3K - $21.4K
|
12.6K
$334K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
562+ 1.74% |
$18K - $21.1K
|
32.8K
$874K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
558+ 3.25% |
$17.9K - $20.9K
|
17.7K
$472K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
543+ 3.12% |
$17.4K - $20.4K
|
18K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
540+ 5.67% |
$17.3K - $20.3K
|
10.1K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
530+ 3.56% |
$17K - $19.9K
|
15.4K
$411K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
525+ 15.81% |
$16.8K - $19.7K
|
3.85K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
524+ 7.02% |
$16.8K - $19.7K
|
7.99K
$213K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
520+ 22.74% |
$16.7K - $19.5K
|
2.81K
$74.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
518+ 8.93% |
$16.6K - $19.4K
|
6.32K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
515+ 0.78% |
$16.5K - $19.3K
|
66.7K
$1.78M
|