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 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 6.88% |
$33.7K - $39.3K
|
14.2K
$324K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.05K- 2.39% |
$33.7K - $39.4K
|
42.9K
$978K
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.05K- 11.68% |
$33.7K - $39.4K
|
7.94K
$181K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.05K- 10.17% |
$33.8K - $39.5K
|
9.3K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.06K- 1.45% |
$33.9K - $39.6K
|
72.1K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.07K- 1.85% |
$34.2K - $40K
|
56.7K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.07K- 3.87% |
$34.2K - $40K
|
26.5K
$604K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.07K- 50.86% |
$34.2K - $40K
|
1.03K
$23.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.07K- 7.45% |
$34.3K - $40.1K
|
13.3K
$302K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.07K- 11.21% |
$34.3K - $40.1K
|
8.47K
$193K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 2.96% |
$34.4K - $40.2K
|
35.1K
$800K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.07K- 2.05% |
$34.4K - $40.2K
|
51.1K
$1.17M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 0.33% |
$34.6K - $40.4K
|
328K
$7.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-1.08K- 10.19% |
$34.7K - $40.5K
|
9.52K
$217K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.09K- 0.79% |
$34.9K - $40.8K
|
137K
$3.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.09K- 2.16% |
$35K - $40.9K
|
49.3K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.09K- 4.01% |
$35K - $40.9K
|
26.1K
$594K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.09K- 4.79% |
$35K - $40.9K
|
21.7K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.09K- 9.18% |
$35K - $40.9K
|
10.8K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.1K- 3.5% |
$35.2K - $41.2K
|
30.3K
$689K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.1K- 1.25% |
$35.4K - $41.4K
|
87.1K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.1K- 6.44% |
$35.4K - $41.4K
|
16.1K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.11K- 5.58% |
$35.6K - $41.6K
|
18.8K
$427K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 1.75% |
$35.9K - $42K
|
62.9K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 1.25% |
$35.9K - $42K
|
88.7K
$2.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.13K- 0.85% |
$36.3K - $42.4K
|
132K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.14K- 1.63% |
$36.5K - $42.6K
|
68.6K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.15K- 12.74% |
$36.9K - $43.1K
|
7.87K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.15K- 1.46% |
$36.9K - $43.1K
|
77.6K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.16K- 7.46% |
$37.3K - $43.6K
|
14.4K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.16K- 12.19% |
$37.3K - $43.6K
|
8.38K
$191K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.18K- 4.41% |
$37.8K - $44.2K
|
25.5K
$582K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.18K- 3.48% |
$37.9K - $44.3K
|
32.8K
$747K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.18K- 10.95% |
$37.9K - $44.3K
|
9.61K
$219K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.18K- 7.24% |
$38K - $44.4K
|
15.1K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.18K- 2.72% |
$38K - $44.4K
|
42.3K
$964K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 7.24% |
$38.4K - $44.9K
|
15.3K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.2K- 1.8% |
$38.4K - $44.9K
|
65.3K
$1.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.2K- 1.63% |
$38.5K - $45K
|
72.3K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 5.89% |
$38.6K - $45.2K
|
19.3K
$439K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.21K- 6.84% |
$38.8K - $45.3K
|
16.4K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.22K- 10.14% |
$39K - $45.6K
|
10.8K
$245K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.22K- 12.02% |
$39K - $45.6K
|
8.9K
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.22K- 3.11% |
$39.1K - $45.8K
|
38.1K
$867K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-1.23K- 4.96% |
$39.4K - $46.1K
|
23.5K
$536K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.23K- 8.87% |
$39.6K - $46.3K
|
12.7K
$289K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.24K- 3.73% |
$39.6K - $46.3K
|
31.9K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-1.25K- 7.28% |
$40.1K - $46.9K
|
15.9K
$363K
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
SELL
|
- |
-1.25K- 1.51% |
$40.2K - $47K
|
81.8K
$1.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.26K- 11.71% |
$40.4K - $47.2K
|
9.5K
$216K
|