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 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.57K- 11.84% |
$50.3K - $58.8K
|
11.7K
$311K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.59K- 2.03% |
$51.1K - $59.7K
|
76.6K
$2.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.59K- 8.23% |
$51.1K - $59.7K
|
17.7K
$472K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.6K- 12.03% |
$51.3K - $60K
|
11.7K
$311K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.6K- 2.39% |
$51.3K - $60K
|
65.4K
$1.74M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.6K- 7.29% |
$51.4K - $60.1K
|
20.4K
$542K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.63K- 4.04% |
$52.1K - $61K
|
38.6K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.63K- 7.45% |
$52.2K - $61.1K
|
20.2K
$539K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.63K- 6.75% |
$52.3K - $61.1K
|
22.5K
$599K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 4.0% |
$52.8K - $61.7K
|
39.5K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.65K- 8.33% |
$53K - $62K
|
18.2K
$484K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.66K- 7.0% |
$53.2K - $62.2K
|
22K
$586K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.66K- 5.98% |
$53.2K - $62.2K
|
26.1K
$694K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.66K- 9.32% |
$53.3K - $62.3K
|
16.1K
$430K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.68K- 1.75% |
$53.8K - $62.9K
|
94.1K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.68K- 14.2% |
$53.9K - $63K
|
10.2K
$270K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.68K- 8.9% |
$54K - $63.2K
|
17.2K
$459K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.69K- 1.25% |
$54.1K - $63.3K
|
134K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.69K- 3.16% |
$54.3K - $63.4K
|
51.8K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.69K- 21.08% |
$54.3K - $63.5K
|
6.33K
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-1.71K- 8.96% |
$54.8K - $64K
|
17.3K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.72K- 0.83% |
$55.3K - $64.7K
|
205K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-1.75K- 4.35% |
$56.2K - $65.6K
|
38.5K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.76K- 3.51% |
$56.4K - $65.9K
|
48.3K
$1.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.78K- 18.72% |
$57K - $66.6K
|
7.71K
$205K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.78K- 51.93% |
$57.1K - $66.7K
|
1.65K
$43.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.79K- 1.25% |
$57.5K - $67.2K
|
142K
$3.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.8K- 2.72% |
$57.6K - $67.3K
|
64.3K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.8K- 2.43% |
$57.7K - $67.4K
|
72.1K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.8K- 2.23% |
$57.8K - $67.5K
|
78.9K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.81K- 2.51% |
$58.2K - $68K
|
70.4K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.82K- 9.05% |
$58.3K - $68.2K
|
18.3K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.84K- 18.04% |
$58.9K - $68.9K
|
8.34K
$222K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.85K- 2.15% |
$59.3K - $69.3K
|
84.2K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.85K- 10.22% |
$59.5K - $69.5K
|
16.3K
$433K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.86K- 11.95% |
$59.8K - $69.9K
|
13.7K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.87K- 4.38% |
$60.1K - $70.3K
|
40.9K
$1.09M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.88K- 20.79% |
$60.4K - $70.6K
|
7.17K
$191K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 10.71% |
$61.5K - $71.8K
|
16K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.92K- 3.28% |
$61.5K - $71.9K
|
56.5K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.92K- 1.85% |
$61.5K - $71.9K
|
102K
$2.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.92K- 7.96% |
$61.6K - $72K
|
22.2K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$61.8K - $72.2K
|
92.8K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.93K- 10.91% |
$61.9K - $72.3K
|
15.7K
$419K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.95K- 6.49% |
$62.4K - $73K
|
28K
$746K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.96K- 1.09% |
$62.8K - $73.4K
|
177K
$4.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.96K- 4.66% |
$63K - $73.6K
|
40.2K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.98K- 13.97% |
$63.6K - $74.4K
|
12.2K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.98K- 2.2% |
$63.7K - $74.4K
|
88.3K
$2.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.99K- 9.13% |
$64K - $74.8K
|
19.8K
$528K
|