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 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.47K- 4.79% |
$79.4K - $92.8K
|
49.2K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.5K- 2.26% |
$80.1K - $93.6K
|
108K
$2.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 6.03% |
$80.1K - $93.7K
|
38.9K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.51K- 9.69% |
$80.5K - $94.2K
|
23.4K
$623K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.52K- 5.36% |
$81K - $94.6K
|
44.6K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.53K- 15.4% |
$81.3K - $95K
|
13.9K
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-2.54K- 2.37% |
$81.4K - $95.2K
|
105K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.54K- 6.57% |
$81.4K - $95.2K
|
36.1K
$961K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.56K- 12.53% |
$82K - $95.8K
|
17.8K
$475K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.59K- 4.61% |
$83.2K - $97.2K
|
53.6K
$1.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.6K- 6.03% |
$83.3K - $97.3K
|
40.4K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.6K- 5.12% |
$83.4K - $97.5K
|
48.2K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.6K- 5.19% |
$83.5K - $97.6K
|
47.6K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.61K- 11.59% |
$83.7K - $97.8K
|
19.9K
$529K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.61K- 2.42% |
$83.9K - $98.1K
|
105K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 21.36% |
$85.1K - $99.5K
|
9.77K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.66K- 5.71% |
$85.2K - $99.6K
|
43.8K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.66K- 11.61% |
$85.3K - $99.7K
|
20.2K
$539K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-2.66K- 5.82% |
$85.5K - $99.9K
|
43.1K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.68K- 6.17% |
$86.1K - $101K
|
40.8K
$1.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.69K- 15.65% |
$86.4K - $101K
|
14.5K
$386K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.71K- 10.48% |
$87K - $102K
|
23.2K
$617K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-2.73K- 14.48% |
$87.6K - $102K
|
16.1K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.76K- 15.18% |
$88.6K - $104K
|
15.4K
$411K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.78K- 3.21% |
$89.3K - $104K
|
83.9K
$2.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-2.78K- 10.15% |
$89.3K - $104K
|
24.6K
$656K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.8K- 0.46% |
$89.9K - $105K
|
600K
$16M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.81K- 14.72% |
$90K - $105K
|
16.2K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.81K- 8.82% |
$90.3K - $106K
|
29.1K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2.83K- 0.89% |
$90.7K - $106K
|
316K
$8.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.83K- 0.87% |
$90.9K - $106K
|
324K
$8.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.84K- 6.81% |
$91.1K - $106K
|
38.8K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.84K- 15.06% |
$91.2K - $107K
|
16K
$427K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.84K- 15.06% |
$91.2K - $107K
|
16K
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.86K- 14.86% |
$91.7K - $107K
|
16.4K
$436K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.87K- 4.24% |
$92K - $108K
|
64.7K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.88K- 2.58% |
$92.4K - $108K
|
109K
$2.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-2.88K- 17.66% |
$92.4K - $108K
|
13.4K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-2.88K- 6.79% |
$92.5K - $108K
|
39.6K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.9K- 53.38% |
$93K - $109K
|
2.53K
$67.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.91K- 23.69% |
$93.3K - $109K
|
9.37K
$249K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2.91K- 29.1% |
$93.4K - $109K
|
7.09K
$189K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.92K- 8.64% |
$93.7K - $110K
|
30.9K
$822K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.94K- 2.29% |
$94.3K - $110K
|
126K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.94K- 3.21% |
$94.3K - $110K
|
88.8K
$2.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3K- 5.21% |
$96.2K - $112K
|
54.5K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3K- 28.1% |
$96.3K - $113K
|
7.68K
$204K
|
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-3K- 6.28% |
$96.3K - $113K
|
44.7K
$1.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 12.76% |
$96.5K - $113K
|
20.5K
$547K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-3.02K- 4.74% |
$96.8K - $113K
|
60.6K
$1.61M
|