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
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.86K- 11.95% |
$59.8K - $69.9K
|
13.7K
$313K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.87K- 4.38% |
$60.1K - $70.3K
|
40.9K
$932K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.88K- 20.79% |
$60.4K - $70.6K
|
7.17K
$163K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 10.71% |
$61.5K - $71.8K
|
16K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.92K- 3.28% |
$61.5K - $71.9K
|
56.5K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.92K- 1.85% |
$61.5K - $71.9K
|
102K
$2.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.92K- 7.96% |
$61.6K - $72K
|
22.2K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$61.8K - $72.2K
|
92.8K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.93K- 10.91% |
$61.9K - $72.3K
|
15.7K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.95K- 6.49% |
$62.4K - $73K
|
28K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.96K- 1.09% |
$62.8K - $73.4K
|
177K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.96K- 4.66% |
$63K - $73.6K
|
40.2K
$915K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.98K- 13.97% |
$63.6K - $74.4K
|
12.2K
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.98K- 2.2% |
$63.7K - $74.4K
|
88.3K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.99K- 9.13% |
$64K - $74.8K
|
19.8K
$452K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2K- 50.0% |
$64.2K - $75K
|
2K
$45.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2K- 3.79% |
$64.3K - $75.1K
|
50.9K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.02K- 7.33% |
$64.9K - $75.8K
|
25.6K
$582K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.03K- 16.6% |
$65.1K - $76.1K
|
10.2K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.06K- 9.82% |
$66.1K - $77.3K
|
18.9K
$431K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 14.35% |
$66.3K - $77.5K
|
12.3K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.08K- 28.85% |
$66.6K - $77.9K
|
5.12K
$117K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.08K- 17.28% |
$66.7K - $78K
|
9.95K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 9.25% |
$67.3K - $78.7K
|
20.6K
$468K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.1K- 17.31% |
$67.4K - $78.8K
|
10K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.13K- 14.23% |
$68.2K - $79.7K
|
12.8K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-2.14K- 3.46% |
$68.8K - $80.4K
|
59.9K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.14K- 0.24% |
$68.8K - $80.4K
|
895K
$20.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.15K- 6.67% |
$68.9K - $80.5K
|
30K
$684K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-2.16K- 1.18% |
$69.4K - $81.1K
|
181K
$4.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 12.99% |
$69.7K - $81.4K
|
14.5K
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2.18K- 2.92% |
$69.8K - $81.6K
|
72.3K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 1.73% |
$70.1K - $82K
|
124K
$2.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.2K- 8.22% |
$70.4K - $82.3K
|
24.5K
$558K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.2K- 2.22% |
$70.4K - $82.3K
|
96.6K
$2.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.23K- 13.67% |
$71.4K - $83.5K
|
14K
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.23K- 36.19% |
$71.7K - $83.8K
|
3.94K
$89.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.24K- 11.96% |
$71.7K - $83.8K
|
16.4K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-2.26K- 2.75% |
$72.4K - $84.6K
|
79.9K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.26K- 17.95% |
$72.4K - $84.7K
|
10.3K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.27K- 0.77% |
$72.7K - $85K
|
293K
$6.67M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.27K- 20.38% |
$72.8K - $85.1K
|
8.87K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.3K- 25.63% |
$73.8K - $86.3K
|
6.68K
$152K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.31K- 4.49% |
$74.2K - $86.7K
|
49.2K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-2.31K- 0.49% |
$74.2K - $86.8K
|
470K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.31K- 3.64% |
$74.3K - $86.8K
|
61.2K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.32K- 17.14% |
$74.5K - $87.1K
|
11.2K
$256K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.33K- 13.81% |
$74.8K - $87.4K
|
14.5K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.34K- 6.07% |
$75.1K - $87.7K
|
36.2K
$825K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.35K- 1.09% |
$75.4K - $88.1K
|
213K
$4.86M
|