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 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-883- 5.79% |
$28.3K - $33.1K
|
14.4K
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-884- 12.62% |
$28.4K - $33.2K
|
6.12K
$139K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-884- 28.28% |
$28.4K - $33.2K
|
2.24K
$51.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-884- 1.37% |
$28.4K - $33.2K
|
63.5K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-887- 9.25% |
$28.5K - $33.3K
|
8.7K
$198K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-888- 2.25% |
$28.5K - $33.3K
|
38.7K
$881K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-893- 5.05% |
$28.7K - $33.5K
|
16.8K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-898- 3.52% |
$28.8K - $33.7K
|
24.6K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-898- 8.31% |
$28.8K - $33.7K
|
9.9K
$226K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-898- 10.16% |
$28.8K - $33.7K
|
7.94K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-900- 5.59% |
$28.9K - $33.8K
|
15.2K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-905- 1.21% |
$29K - $33.9K
|
74.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-909- 2.32% |
$29.2K - $34.1K
|
38.3K
$873K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-910- 4.41% |
$29.2K - $34.1K
|
19.7K
$449K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-921- 0.6% |
$29.6K - $34.5K
|
153K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-921- 4.69% |
$29.6K - $34.5K
|
18.7K
$426K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-924- 7.5% |
$29.7K - $34.7K
|
11.4K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-929- 9.2% |
$29.8K - $34.8K
|
9.17K
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-931- 1.01% |
$29.9K - $34.9K
|
90.9K
$2.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-938- 6.12% |
$30.1K - $35.2K
|
14.4K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-938- 2.65% |
$30.1K - $35.2K
|
34.4K
$784K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-946- 10.95% |
$30.4K - $35.5K
|
7.7K
$175K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-947- 3.76% |
$30.4K - $35.5K
|
24.2K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-950- 8.18% |
$30.5K - $35.6K
|
10.7K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-950- 5.48% |
$30.5K - $35.6K
|
16.4K
$373K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-951- 3.34% |
$30.5K - $35.7K
|
27.5K
$627K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-953- 0.45% |
$30.6K - $35.7K
|
209K
$4.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-955- 3.73% |
$30.6K - $35.8K
|
24.7K
$562K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-958- 7.85% |
$30.7K - $35.9K
|
11.2K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-970- 3.25% |
$31.1K - $36.4K
|
28.9K
$659K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-972- 38.51% |
$31.2K - $36.5K
|
1.55K
$35.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-975- 20.15% |
$31.3K - $36.6K
|
3.86K
$88K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-975- 4.42% |
$31.3K - $36.6K
|
21.1K
$481K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-980- 2.53% |
$31.4K - $36.8K
|
37.7K
$859K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-985- 6.68% |
$31.6K - $36.9K
|
13.8K
$314K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-986- 13.67% |
$31.6K - $37K
|
6.23K
$142K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-997- 8.25% |
$32K - $37.4K
|
11.1K
$252K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1K- 13.96% |
$32.1K - $37.5K
|
6.17K
$140K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1K- 4.91% |
$32.1K - $37.5K
|
19.4K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1K- 1.2% |
$32.2K - $37.6K
|
82.6K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.01K- 0.81% |
$32.4K - $37.9K
|
123K
$2.8M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-1.01K- 7.9% |
$32.5K - $38K
|
11.8K
$269K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.02K- 2.42% |
$32.8K - $38.3K
|
41.2K
$938K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 11.11% |
$33K - $38.6K
|
8.24K
$188K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.03K- 12.6% |
$33.2K - $38.8K
|
7.17K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.04K- 3.11% |
$33.2K - $38.8K
|
32.2K
$733K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-1.04K- 3.07% |
$33.2K - $38.9K
|
32.7K
$745K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 1.36% |
$33.5K - $39.2K
|
75.5K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.05K- 4.95% |
$33.5K - $39.2K
|
20.1K
$457K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.05K- 43.15% |
$33.6K - $39.3K
|
1.38K
$31.5K
|