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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-264- 0.89% |
$8.47K - $9.9K
|
29.5K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-265- 3.22% |
$8.5K - $9.94K
|
7.96K
$182K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-267- 0.72% |
$8.57K - $10K
|
36.6K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-267- 1.34% |
$8.57K - $10K
|
19.7K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-269- 1.49% |
$8.63K - $10.1K
|
17.8K
$409K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-270- 0.23% |
$8.66K - $10.1K
|
115K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-270- 2.11% |
$8.66K - $10.1K
|
12.5K
$287K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-273- 0.11% |
$8.76K - $10.2K
|
244K
$5.59M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-273- 0.53% |
$8.76K - $10.2K
|
51K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-274- 0.74% |
$8.79K - $10.3K
|
36.5K
$837K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-282- 0.46% |
$9.05K - $10.6K
|
61.1K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-284- 0.6% |
$9.11K - $10.7K
|
47.4K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-284- 4.21% |
$9.11K - $10.7K
|
6.46K
$148K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-286- 1.05% |
$9.18K - $10.7K
|
26.9K
$616K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-286- 2.91% |
$9.18K - $10.7K
|
9.54K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-286- 0.9% |
$9.18K - $10.7K
|
31.5K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-293- 3.56% |
$9.4K - $11K
|
7.94K
$182K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-295- 2.12% |
$9.47K - $11.1K
|
13.6K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-296- 0.21% |
$9.5K - $11.1K
|
141K
$3.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-300- 0.57% |
$9.63K - $11.3K
|
52.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-300- 4.59% |
$9.63K - $11.3K
|
6.24K
$143K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-300- 0.98% |
$9.63K - $11.3K
|
30.3K
$694K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-305- 1.21% |
$9.79K - $11.4K
|
24.9K
$571K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-306- 47.66% |
$9.82K - $11.5K
|
336
$7.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-306- 1.68% |
$9.82K - $11.5K
|
17.9K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-310- 0.47% |
$9.95K - $11.6K
|
65.8K
$1.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-311- 3.83% |
$9.98K - $11.7K
|
7.82K
$179K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-314- 0.57% |
$10.1K - $11.8K
|
54.4K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-314- 0.17% |
$10.1K - $11.8K
|
183K
$4.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-315- 1.82% |
$10.1K - $11.8K
|
17K
$390K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-316- 0.46% |
$10.1K - $11.9K
|
68.7K
$1.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-317- 1.8% |
$10.2K - $11.9K
|
17.3K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-317- 53.82% |
$10.2K - $11.9K
|
272
$6.23K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-322- 2.52% |
$10.3K - $12.1K
|
12.5K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-325- 5.66% |
$10.4K - $12.2K
|
5.41K
$124K
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-327- 3.07% |
$10.5K - $12.3K
|
10.3K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-334- 4.94% |
$10.7K - $12.5K
|
6.43K
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-335- 1.38% |
$10.8K - $12.6K
|
23.9K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-336- 1.12% |
$10.8K - $12.6K
|
29.6K
$679K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-336- 22.13% |
$10.8K - $12.6K
|
1.18K
$27.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-338- 0.38% |
$10.8K - $12.7K
|
89.1K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-340- 3.03% |
$10.9K - $12.8K
|
10.9K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-340- 1.06% |
$10.9K - $12.8K
|
31.8K
$728K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-343- 1.17% |
$11K - $12.9K
|
29K
$664K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-346- 1.14% |
$11.1K - $13K
|
29.9K
$686K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-350- 0.39% |
$11.2K - $13.1K
|
88.5K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-350- 1.85% |
$11.2K - $13.1K
|
18.6K
$425K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-353- 99.16% |
$11.3K - $13.2K
|
3
$68.8
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-365- 3.05% |
$11.7K - $13.7K
|
11.6K
$266K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-368- 4.36% |
$11.8K - $13.8K
|
8.06K
$185K
|