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 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2K- 50.0% |
$64.2K - $75K
|
2K
$53.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2K- 3.79% |
$64.3K - $75.1K
|
50.9K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.02K- 7.33% |
$64.9K - $75.8K
|
25.6K
$680K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.03K- 16.6% |
$65.1K - $76.1K
|
10.2K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.06K- 9.82% |
$66.1K - $77.3K
|
18.9K
$504K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 14.35% |
$66.3K - $77.5K
|
12.3K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.08K- 28.85% |
$66.6K - $77.9K
|
5.12K
$136K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.08K- 17.28% |
$66.7K - $78K
|
9.95K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 9.25% |
$67.3K - $78.7K
|
20.6K
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.1K- 17.31% |
$67.4K - $78.8K
|
10K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.13K- 14.23% |
$68.2K - $79.7K
|
12.8K
$341K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-2.14K- 3.46% |
$68.8K - $80.4K
|
59.9K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.14K- 0.24% |
$68.8K - $80.4K
|
895K
$23.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.15K- 6.67% |
$68.9K - $80.5K
|
30K
$799K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-2.16K- 1.18% |
$69.4K - $81.1K
|
181K
$4.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 12.99% |
$69.7K - $81.4K
|
14.5K
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2.18K- 2.92% |
$69.8K - $81.6K
|
72.3K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 1.73% |
$70.1K - $82K
|
124K
$3.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.2K- 8.22% |
$70.4K - $82.3K
|
24.5K
$652K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.2K- 2.22% |
$70.4K - $82.3K
|
96.6K
$2.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.23K- 13.67% |
$71.4K - $83.5K
|
14K
$374K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.23K- 36.19% |
$71.7K - $83.8K
|
3.94K
$105K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.24K- 11.96% |
$71.7K - $83.8K
|
16.4K
$438K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-2.26K- 2.75% |
$72.4K - $84.6K
|
79.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.26K- 17.95% |
$72.4K - $84.7K
|
10.3K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.27K- 0.77% |
$72.7K - $85K
|
293K
$7.79M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.27K- 20.38% |
$72.8K - $85.1K
|
8.87K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.3K- 25.63% |
$73.8K - $86.3K
|
6.68K
$178K
|
|
|
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
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-2.31K- 0.49% |
$74.2K - $86.8K
|
470K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.31K- 3.64% |
$74.3K - $86.8K
|
61.2K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.32K- 17.14% |
$74.5K - $87.1K
|
11.2K
$299K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.33K- 13.81% |
$74.8K - $87.4K
|
14.5K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.34K- 6.07% |
$75.1K - $87.7K
|
36.2K
$964K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.35K- 1.09% |
$75.4K - $88.1K
|
213K
$5.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.36K- 6.85% |
$75.7K - $88.5K
|
32.1K
$855K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.36K- 13.7% |
$75.8K - $88.6K
|
14.9K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 3.45% |
$76.9K - $89.8K
|
67.1K
$1.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.4K- 4.84% |
$77K - $90K
|
47.2K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.4K- 3.56% |
$77K - $90K
|
65.1K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.41K- 25.56% |
$77.4K - $90.4K
|
7.02K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.43K- 8.74% |
$77.9K - $91K
|
25.3K
$675K
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-2.43K- 11.66% |
$78.1K - $91.3K
|
18.4K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.45K- 8.92% |
$78.6K - $91.9K
|
25K
$666K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.45K- 8.68% |
$78.7K - $92K
|
25.8K
$687K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.45K- 12.5% |
$78.7K - $92K
|
17.2K
$457K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.46K- 3.14% |
$78.8K - $92.1K
|
75.9K
$2.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.46K- 4.71% |
$79.1K - $92.4K
|
49.9K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.47K- 1.79% |
$79.2K - $92.6K
|
135K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.47K- 7.66% |
$79.4K - $92.8K
|
29.8K
$794K
|