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 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-478- 1.1% |
$15.3K - $17.9K
|
43.1K
$989K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-480- 2.57% |
$15.4K - $18K
|
18.2K
$416K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-481- 2.83% |
$15.4K - $18K
|
16.5K
$378K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-481- 2.59% |
$15.4K - $18K
|
18.1K
$414K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-485- 2.66% |
$15.6K - $18.2K
|
17.8K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-485- 3.24% |
$15.6K - $18.2K
|
14.5K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-485- 2.81% |
$15.6K - $18.2K
|
16.8K
$384K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-487- 2.47% |
$15.6K - $18.3K
|
19.3K
$441K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-488- 4.09% |
$15.7K - $18.3K
|
11.4K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-488- 4.72% |
$15.7K - $18.3K
|
9.85K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-489- 1.71% |
$15.7K - $18.3K
|
28.1K
$645K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-489- 0.31% |
$15.7K - $18.3K
|
157K
$3.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-492- 2.06% |
$15.8K - $18.5K
|
23.4K
$536K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-493- 6.34% |
$15.8K - $18.5K
|
7.29K
$167K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-496- 5.18% |
$15.9K - $18.6K
|
9.08K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-496- 6.66% |
$15.9K - $18.6K
|
6.95K
$159K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-497- 0.73% |
$15.9K - $18.6K
|
67.7K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-500- 6.48% |
$16K - $18.8K
|
7.22K
$165K
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-500- 0.85% |
$16K - $18.8K
|
58.5K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-504- 2.09% |
$16.2K - $18.9K
|
23.6K
$541K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-506- 1.41% |
$16.2K - $19K
|
35.4K
$811K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-512- 4.3% |
$16.4K - $19.2K
|
11.4K
$261K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-517- 6.57% |
$16.6K - $19.4K
|
7.36K
$169K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-518- 0.62% |
$16.6K - $19.4K
|
82.4K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-523- 3.73% |
$16.8K - $19.6K
|
13.5K
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-525- 52.66% |
$16.8K - $19.7K
|
472
$10.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-525- 5.95% |
$16.8K - $19.7K
|
8.29K
$190K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-526- 2.8% |
$16.9K - $19.7K
|
18.2K
$418K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-527- 4.14% |
$16.9K - $19.8K
|
12.2K
$280K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-530- 6.17% |
$17K - $19.9K
|
8.06K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-532- 3.24% |
$17.1K - $20K
|
15.9K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-534- 1.24% |
$17.1K - $20K
|
42.5K
$973K
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-537- 7.05% |
$17.2K - $20.1K
|
7.09K
$162K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-547- 4.8% |
$17.6K - $20.5K
|
10.8K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-550- 3.32% |
$17.6K - $20.6K
|
16K
$367K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-553- 1.4% |
$17.7K - $20.7K
|
39.1K
$895K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-555- 5.67% |
$17.8K - $20.8K
|
9.24K
$212K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-556- 1.45% |
$17.8K - $20.9K
|
37.8K
$866K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-560- 0.24% |
$18K - $21K
|
235K
$5.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-560- 3.14% |
$18K - $21K
|
17.3K
$396K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-562- 2.79% |
$18K - $21.1K
|
19.6K
$449K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-566- 6.39% |
$18.2K - $21.2K
|
8.29K
$190K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-568- 78.24% |
$18.2K - $21.3K
|
158
$3.62K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-570- 3.69% |
$18.3K - $21.4K
|
14.9K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-577- 9.9% |
$18.5K - $21.6K
|
5.25K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-581- 3.4% |
$18.6K - $21.8K
|
16.5K
$378K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-582- 1.19% |
$18.7K - $21.8K
|
48.2K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-585- 1.89% |
$18.8K - $21.9K
|
30.4K
$696K
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-590- 5.4% |
$18.9K - $22.1K
|
10.3K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-592- 1.09% |
$19K - $22.2K
|
53.6K
$1.23M
|