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 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.36K- 6.85% |
$75.7K - $88.5K
|
32.1K
$732K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.36K- 13.7% |
$75.8K - $88.6K
|
14.9K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 3.45% |
$76.9K - $89.8K
|
67.1K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.4K- 4.84% |
$77K - $90K
|
47.2K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.4K- 3.56% |
$77K - $90K
|
65.1K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.41K- 25.56% |
$77.4K - $90.4K
|
7.02K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.43K- 8.74% |
$77.9K - $91K
|
25.3K
$577K
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-2.43K- 11.66% |
$78.1K - $91.3K
|
18.4K
$420K
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.45K- 8.92% |
$78.6K - $91.9K
|
25K
$570K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.45K- 8.68% |
$78.7K - $92K
|
25.8K
$588K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.45K- 12.5% |
$78.7K - $92K
|
17.2K
$391K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.46K- 3.14% |
$78.8K - $92.1K
|
75.9K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.46K- 4.71% |
$79.1K - $92.4K
|
49.9K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.47K- 1.79% |
$79.2K - $92.6K
|
135K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.47K- 7.66% |
$79.4K - $92.8K
|
29.8K
$679K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.47K- 4.79% |
$79.4K - $92.8K
|
49.2K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.5K- 2.26% |
$80.1K - $93.6K
|
108K
$2.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 6.03% |
$80.1K - $93.7K
|
38.9K
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.51K- 9.69% |
$80.5K - $94.2K
|
23.4K
$533K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.52K- 5.36% |
$81K - $94.6K
|
44.6K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.53K- 15.4% |
$81.3K - $95K
|
13.9K
$317K
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-2.54K- 2.37% |
$81.4K - $95.2K
|
105K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.54K- 6.57% |
$81.4K - $95.2K
|
36.1K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.56K- 12.53% |
$82K - $95.8K
|
17.8K
$406K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.59K- 4.61% |
$83.2K - $97.2K
|
53.6K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.6K- 6.03% |
$83.3K - $97.3K
|
40.4K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.6K- 5.12% |
$83.4K - $97.5K
|
48.2K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.6K- 5.19% |
$83.5K - $97.6K
|
47.6K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.61K- 11.59% |
$83.7K - $97.8K
|
19.9K
$453K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.61K- 2.42% |
$83.9K - $98.1K
|
105K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 21.36% |
$85.1K - $99.5K
|
9.77K
$222K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.66K- 5.71% |
$85.2K - $99.6K
|
43.8K
$998K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.66K- 11.61% |
$85.3K - $99.7K
|
20.2K
$461K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-2.66K- 5.82% |
$85.5K - $99.9K
|
43.1K
$983K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.68K- 6.17% |
$86.1K - $101K
|
40.8K
$929K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.69K- 15.65% |
$86.4K - $101K
|
14.5K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.71K- 10.48% |
$87K - $102K
|
23.2K
$528K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-2.73K- 14.48% |
$87.6K - $102K
|
16.1K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.76K- 15.18% |
$88.6K - $104K
|
15.4K
$351K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.78K- 3.21% |
$89.3K - $104K
|
83.9K
$1.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-2.78K- 10.15% |
$89.3K - $104K
|
24.6K
$561K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.8K- 0.46% |
$89.9K - $105K
|
600K
$13.7M
|
|
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-2.8KClosed |
$89.9K - $105K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.81K- 14.72% |
$90K - $105K
|
16.2K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.81K- 8.82% |
$90.3K - $106K
|
29.1K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2.83K- 0.89% |
$90.7K - $106K
|
316K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.83K- 0.87% |
$90.9K - $106K
|
324K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.84K- 6.81% |
$91.1K - $106K
|
38.8K
$885K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.84K- 15.06% |
$91.2K - $107K
|
16K
$365K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.84K- 15.06% |
$91.2K - $107K
|
16K
$365K
|