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 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-173- 1.26% |
$5.55K - $6.49K
|
13.5K
$310K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-179- 1.72% |
$5.74K - $6.71K
|
10.2K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-180- 0.28% |
$5.78K - $6.75K
|
63.8K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-180- 0.12% |
$5.78K - $6.75K
|
145K
$3.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-183- 0.68% |
$5.87K - $6.86K
|
26.6K
$610K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 2.34% |
$5.97K - $6.98K
|
7.77K
$178K
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-187- 0.7% |
$6K - $7.01K
|
26.7K
$611K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-188- 1.53% |
$6.03K - $7.05K
|
12.1K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-190- 1.13% |
$6.1K - $7.13K
|
16.7K
$382K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-192- 1.85% |
$6.16K - $7.2K
|
10.2K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-196- 1.82% |
$6.29K - $7.35K
|
10.6K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-197- 15.55% |
$6.32K - $7.39K
|
1.07K
$24.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.33% |
$6.42K - $7.5K
|
59.8K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-200- 2.84% |
$6.42K - $7.5K
|
6.85K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 2.86% |
$6.42K - $7.5K
|
6.8K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-200- 0.74% |
$6.42K - $7.5K
|
26.7K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-200- 1.19% |
$6.42K - $7.5K
|
16.7K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-201- 1.82% |
$6.45K - $7.54K
|
10.8K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-203- 0.44% |
$6.51K - $7.61K
|
46.5K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-205- 0.47% |
$6.58K - $7.69K
|
43.7K
$1M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-207- 0.86% |
$6.64K - $7.76K
|
24K
$549K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-208- 0.33% |
$6.67K - $7.8K
|
63.7K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-210- 0.17% |
$6.74K - $7.88K
|
127K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-211- 3.31% |
$6.77K - $7.91K
|
6.16K
$141K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-215- 1.57% |
$6.9K - $8.06K
|
13.4K
$308K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-216- 0.34% |
$6.93K - $8.1K
|
63.8K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-216- 0.27% |
$6.93K - $8.1K
|
78.4K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-220- 1.1% |
$7.06K - $8.25K
|
19.8K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-220- 1.5% |
$7.06K - $8.25K
|
14.4K
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-222- 0.6% |
$7.12K - $8.33K
|
36.8K
$844K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-222- 0.32% |
$7.12K - $8.33K
|
69.1K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-223- 2.35% |
$7.16K - $8.36K
|
9.28K
$213K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-225- 0.3% |
$7.22K - $8.44K
|
74.7K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-225- 2.01% |
$7.22K - $8.44K
|
11K
$251K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-225- 1.15% |
$7.22K - $8.44K
|
19.3K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-235- 3.41% |
$7.54K - $8.81K
|
6.66K
$153K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-236- 1.09% |
$7.57K - $8.85K
|
21.5K
$493K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-237- 0.7% |
$7.61K - $8.89K
|
33.6K
$770K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-237- 3.3% |
$7.61K - $8.89K
|
6.94K
$159K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-237- 2.89% |
$7.61K - $8.89K
|
7.97K
$183K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-247- 0.34% |
$7.93K - $9.26K
|
71.9K
$1.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-250- 2.1% |
$8.02K - $9.38K
|
11.7K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 1.31% |
$8.02K - $9.38K
|
18.9K
$433K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-250- 0.35% |
$8.02K - $9.38K
|
72.1K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-251- 0.19% |
$8.05K - $9.42K
|
129K
$2.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-252- 0.16% |
$8.09K - $9.45K
|
156K
$3.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-255- 0.09% |
$8.18K - $9.57K
|
286K
$6.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-258- 3.65% |
$8.28K - $9.68K
|
6.82K
$156K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-259- 1.39% |
$8.31K - $9.72K
|
18.4K
$422K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-263- 18.77% |
$8.44K - $9.87K
|
1.14K
$26.1K
|