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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-108- 3.4% |
$3.47K - $4.05K
|
3.07K
$81.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-110- 0.88% |
$3.53K - $4.13K
|
12.3K
$327K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-111- 1.41% |
$3.56K - $4.16K
|
7.74K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-112- 0.19% |
$3.59K - $4.2K
|
57.6K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-113- 0.43% |
$3.63K - $4.24K
|
26.5K
$702K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-113- 0.69% |
$3.63K - $4.24K
|
16.3K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-113- 0.15% |
$3.63K - $4.24K
|
76.7K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-113- 65.7% |
$3.63K - $4.24K
|
59
$1.57K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-117- 0.28% |
$3.75K - $4.39K
|
41.6K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-118- 1.53% |
$3.79K - $4.43K
|
7.62K
$202K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-122- 0.68% |
$3.91K - $4.58K
|
17.7K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-122- 0.63% |
$3.91K - $4.58K
|
19.2K
$511K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-125- 0.91% |
$4.01K - $4.69K
|
13.7K
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-129- 0.4% |
$4.14K - $4.84K
|
32K
$849K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-130- 3.0% |
$4.17K - $4.88K
|
4.2K
$111K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-132- 0.22% |
$4.24K - $4.95K
|
59.9K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-133- 5.53% |
$4.27K - $4.99K
|
2.27K
$60.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-135- 0.39% |
$4.33K - $5.06K
|
34.3K
$909K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-139- 0.45% |
$4.46K - $5.21K
|
30.5K
$810K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-140- 1.18% |
$4.49K - $5.25K
|
11.8K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-140- 5.75% |
$4.49K - $5.25K
|
2.3K
$60.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-140- 1.11% |
$4.49K - $5.25K
|
12.5K
$332K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-140- 5.75% |
$4.49K - $5.25K
|
2.3K
$60.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-141- 1.37% |
$4.52K - $5.29K
|
10.1K
$269K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-141- 0.89% |
$4.52K - $5.29K
|
15.7K
$417K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-142- 1.25% |
$4.56K - $5.33K
|
11.2K
$298K
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-145- 0.09% |
$4.65K - $5.44K
|
153K
$4.06M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-148- 3.58% |
$4.75K - $5.55K
|
3.99K
$106K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-150- 0.56% |
$4.81K - $5.63K
|
26.5K
$702K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-150- 1.23% |
$4.81K - $5.63K
|
12.1K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-150- 0.65% |
$4.81K - $5.63K
|
22.8K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-150- 0.45% |
$4.81K - $5.63K
|
33.3K
$884K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-154- 0.98% |
$4.94K - $5.78K
|
15.5K
$412K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-155- 1.33% |
$4.97K - $5.81K
|
11.5K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-155- 1.74% |
$4.97K - $5.81K
|
8.73K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-160- 1.29% |
$5.13K - $6K
|
12.3K
$325K
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-160- 2.0% |
$5.13K - $6K
|
7.84K
$208K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-160- 1.18% |
$5.13K - $6K
|
13.4K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-160- 0.75% |
$5.13K - $6K
|
21.1K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 2.64% |
$5.29K - $6.19K
|
6.09K
$162K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-170- 1.84% |
$5.46K - $6.38K
|
9.09K
$241K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-173- 1.26% |
$5.55K - $6.49K
|
13.5K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-179- 1.72% |
$5.74K - $6.71K
|
10.2K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-180- 0.28% |
$5.78K - $6.75K
|
63.8K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-180- 0.12% |
$5.78K - $6.75K
|
145K
$3.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-183- 0.68% |
$5.87K - $6.86K
|
26.6K
$706K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.34% |
$5.97K - $6.98K
|
7.77K
$206K
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-187- 0.7% |
$6K - $7.01K
|
26.7K
$707K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-188- 1.53% |
$6.03K - $7.05K
|
12.1K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-190- 1.13% |
$6.1K - $7.13K
|
16.7K
$442K
|