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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.49K- 11.8% |
$47.9K - $56K
|
11.2K
$254K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.49K- 3.59% |
$47.9K - $56K
|
40.2K
$915K
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
SELL
|
- |
-1.5K- 2.46% |
$48.1K - $56.3K
|
59.4K
$1.35M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.5K- 10.86% |
$48.1K - $56.3K
|
12.3K
$281K
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.5K- 2.33% |
$48.1K - $56.3K
|
63K
$1.44M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.52K- 18.5% |
$48.8K - $57K
|
6.7K
$153K
|
|
Oct 18, 2023
Q3 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.52K- 0.33% |
$48.8K - $57.1K
|
464K
$10.6M
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.52K- 1.31% |
$48.9K - $57.1K
|
115K
$2.61M
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.53K- 1.19% |
$48.9K - $57.2K
|
126K
$2.88M
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.53K- 6.74% |
$49K - $57.3K
|
21.1K
$481K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.54K- 7.51% |
$49.5K - $57.8K
|
19K
$433K
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-1.55K- 4.81% |
$49.6K - $58K
|
30.6K
$696K
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.55K- 17.33% |
$49.8K - $58.2K
|
7.4K
$169K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.56K- 0.9% |
$50.2K - $58.6K
|
172K
$3.92M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.57K- 11.84% |
$50.3K - $58.8K
|
11.7K
$266K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.59K- 2.03% |
$51.1K - $59.7K
|
76.6K
$1.75M
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.59K- 8.23% |
$51.1K - $59.7K
|
17.7K
$404K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.6K- 12.03% |
$51.3K - $60K
|
11.7K
$267K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.6K- 2.39% |
$51.3K - $60K
|
65.4K
$1.49M
|
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.6K- 10.26% |
$51.3K - $60K
|
14K
$319K
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.6K- 7.29% |
$51.4K - $60.1K
|
20.4K
$464K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.63K- 4.04% |
$52.1K - $61K
|
38.6K
$880K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.63K- 7.45% |
$52.2K - $61.1K
|
20.2K
$461K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.63K- 6.75% |
$52.3K - $61.1K
|
22.5K
$513K
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 4.0% |
$52.8K - $61.7K
|
39.5K
$900K
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.65K- 8.33% |
$53K - $62K
|
18.2K
$414K
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.66K- 7.0% |
$53.2K - $62.2K
|
22K
$501K
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.66K- 5.98% |
$53.2K - $62.2K
|
26.1K
$594K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.66K- 9.32% |
$53.3K - $62.3K
|
16.1K
$368K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.68K- 1.75% |
$53.8K - $62.9K
|
94.1K
$2.14M
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.68K- 14.2% |
$53.9K - $63K
|
10.2K
$231K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.68K- 8.9% |
$54K - $63.2K
|
17.2K
$393K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.69K- 1.25% |
$54.1K - $63.3K
|
134K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.69K- 3.16% |
$54.3K - $63.4K
|
51.8K
$1.18M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.69K- 21.08% |
$54.3K - $63.5K
|
6.33K
$144K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-1.71K- 8.96% |
$54.8K - $64K
|
17.3K
$395K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.72K- 0.83% |
$55.3K - $64.7K
|
205K
$4.67M
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-1.75K- 4.35% |
$56.2K - $65.6K
|
38.5K
$877K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.76K- 3.51% |
$56.4K - $65.9K
|
48.3K
$1.1M
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.78K- 18.72% |
$57K - $66.6K
|
7.71K
$176K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.78K- 51.93% |
$57.1K - $66.7K
|
1.65K
$37.5K
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.79K- 1.25% |
$57.5K - $67.2K
|
142K
$3.24M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.8K- 2.72% |
$57.6K - $67.3K
|
64.3K
$1.46M
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.8K- 2.43% |
$57.7K - $67.4K
|
72.1K
$1.64M
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.8K- 2.23% |
$57.8K - $67.5K
|
78.9K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.81K- 2.51% |
$58.2K - $68K
|
70.4K
$1.6M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.82K- 9.05% |
$58.3K - $68.2K
|
18.3K
$416K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.84K- 18.04% |
$58.9K - $68.9K
|
8.34K
$190K
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.85K- 2.15% |
$59.3K - $69.3K
|
84.2K
$1.92M
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.85K- 10.22% |
$59.5K - $69.5K
|
16.3K
$371K
|