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 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.52% |
$128 - $150
|
769
$17.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.14% |
$128 - $150
|
2.85K
$65.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$128 - $150
|
10.4K
$239K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.02% |
$96.3 - $113
|
16.4K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3+ 0.04% |
$96.3 - $113
|
6.8K
$156K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$96.3 - $113
|
3.21K
$73.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.03% |
$96.3 - $113
|
9.13K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.68% |
$96.3 - $113
|
441
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.59% |
$96.3 - $113
|
509
$11.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 1.32% |
$96.3 - $113
|
230
$5.27K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$64.2 - $75
|
169K
$3.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.17% |
$64.2 - $75
|
1.18K
$27.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2+ 0.01% |
$64.2 - $75
|
32.3K
$741K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.06% |
$64.2 - $75
|
3.58K
$82.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.01% |
$64.2 - $75
|
15.4K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.02% |
$64.2 - $75
|
12.8K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$64.2 - $75
|
3.92K
$89.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$32.1 - $37.5
|
15.4K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.0% |
$32.1 - $37.5
|
23K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$32.1 - $37.5
|
12.8K
$293K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$32.1 - $37.5
|
10.9K
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1- 0.01% |
$32.1 - $37.5
|
10.5K
$241K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1- 0.08% |
$32.1 - $37.5
|
1.22K
$28K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$96.3 - $113
|
6.52K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3- 0.01% |
$96.3 - $113
|
34.8K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 0.03% |
$96.3 - $113
|
10.1K
$232K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-4- 0.02% |
$128 - $150
|
17.4K
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$128 - $150
|
13.6K
$313K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$160 - $188
|
16.9K
$387K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5- 0.07% |
$160 - $188
|
6.73K
$154K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-6- 0.04% |
$193 - $225
|
15.1K
$347K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-7- 0.01% |
$225 - $263
|
70.8K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.03% |
$225 - $263
|
21.1K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-8- -0.0% |
$257 - $300
|
176K
$4.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-9- 0.09% |
$289 - $338
|
9.77K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-10- 0.02% |
$321 - $375
|
51.7K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10- 0.09% |
$321 - $375
|
11.4K
$262K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10- 0.05% |
$321 - $375
|
19.8K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-11- 0.72% |
$353 - $413
|
1.51K
$34.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-11- 0.02% |
$353 - $413
|
52.3K
$1.2M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-11- 0.14% |
$353 - $413
|
7.8K
$179K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-19- 0.07% |
$610 - $713
|
29.1K
$667K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 0.11% |
$642 - $750
|
18K
$413K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21- 0.18% |
$674 - $788
|
11.3K
$260K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-21- 0.3% |
$674 - $788
|
7.09K
$162K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-25- 0.25% |
$802 - $938
|
9.79K
$224K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-26- 0.13% |
$834 - $975
|
20.3K
$465K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-26- 0.2% |
$834 - $975
|
12.7K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-27- 1.56% |
$866 - $1.01K
|
1.7K
$39K
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-30- 0.23% |
$963 - $1.13K
|
12.9K
$296K
|