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 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 0.28% |
$963 - $1.13K
|
10.6K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30+ 0.2% |
$963 - $1.13K
|
15.3K
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.46% |
$931 - $1.09K
|
6.27K
$144K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
29+ 0.17% |
$931 - $1.09K
|
17.5K
$401K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
29+ 0.33% |
$931 - $1.09K
|
8.78K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
27+ 0.4% |
$866 - $1.01K
|
6.79K
$156K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
26+ 1.14% |
$834 - $975
|
2.31K
$53K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.16% |
$802 - $938
|
15.4K
$353K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
25+ 0.37% |
$802 - $938
|
6.85K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25+ 0.24% |
$802 - $938
|
10.6K
$243K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
24+ 0.19% |
$770 - $900
|
13K
$298K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.17% |
$770 - $900
|
14K
$321K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
24+ 1.19% |
$770 - $900
|
2.04K
$46.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
22+ 0.15% |
$706 - $825
|
14.4K
$330K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 9.76% |
$642 - $750
|
225
$5.16K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.31% |
$642 - $750
|
6.43K
$147K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20+ 0.31% |
$642 - $750
|
6.57K
$150K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 1.01% |
$578 - $675
|
1.81K
$41.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
17+ 0.12% |
$546 - $638
|
13.9K
$319K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
16+ 0.05% |
$513 - $600
|
35.1K
$804K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$513 - $600
|
18.6K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
16New |
$513 - $600
|
16
$367
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
15+ 0.14% |
$481 - $563
|
10.7K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15+ 1.17% |
$481 - $563
|
1.3K
$29.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.51% |
$449 - $525
|
2.79K
$63.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
13+ 0.14% |
$417 - $488
|
9.38K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 0.14% |
$417 - $488
|
8.99K
$206K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
11+ 0.07% |
$353 - $413
|
14.7K
$338K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
11+ 0.05% |
$353 - $413
|
20.3K
$465K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 0.38% |
$353 - $413
|
2.92K
$66.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 0.18% |
$321 - $375
|
5.67K
$130K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.59% |
$321 - $375
|
1.71K
$39.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
10+ 0.01% |
$321 - $375
|
113K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10+ 0.11% |
$321 - $375
|
8.83K
$202K
|
|
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10+ 0.11% |
$321 - $375
|
8.83K
$202K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9+ 0.09% |
$289 - $338
|
10.5K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.08% |
$289 - $338
|
10.8K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.07% |
$289 - $338
|
13.8K
$316K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8+ 0.98% |
$257 - $300
|
822
$18.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.27% |
$225 - $263
|
2.6K
$59.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.1% |
$225 - $263
|
7.16K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.05% |
$225 - $263
|
12.8K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.05% |
$193 - $225
|
12.3K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6+ 0.03% |
$193 - $225
|
18.3K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$193 - $225
|
17K
$389K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.12% |
$160 - $188
|
4.25K
$97.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.03% |
$160 - $188
|
17K
$391K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5+ 0.03% |
$160 - $188
|
19.3K
$441K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.18% |
$160 - $188
|
2.75K
$63K
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
5+ 0.05% |
$160 - $188
|
9.35K
$214K
|