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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.86K- 14.86% |
$91.7K - $107K
|
16.4K
$373K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.87K- 4.24% |
$92K - $108K
|
64.7K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.88K- 2.58% |
$92.4K - $108K
|
109K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-2.88K- 17.66% |
$92.4K - $108K
|
13.4K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-2.88K- 6.79% |
$92.5K - $108K
|
39.6K
$902K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.9K- 53.38% |
$93K - $109K
|
2.53K
$57.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.91K- 23.69% |
$93.3K - $109K
|
9.37K
$213K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2.91K- 29.1% |
$93.4K - $109K
|
7.09K
$162K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.92K- 8.64% |
$93.7K - $110K
|
30.9K
$704K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.94K- 2.29% |
$94.3K - $110K
|
126K
$2.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.94K- 3.21% |
$94.3K - $110K
|
88.8K
$2.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3K- 5.21% |
$96.2K - $112K
|
54.5K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3K- 28.1% |
$96.3K - $113K
|
7.68K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-3K- 6.28% |
$96.3K - $113K
|
44.7K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 12.76% |
$96.5K - $113K
|
20.5K
$468K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-3.02K- 4.74% |
$96.8K - $113K
|
60.6K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-3.02K- 1.99% |
$96.8K - $113K
|
148K
$3.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.02K- 15.24% |
$97K - $113K
|
16.8K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.03K- 15.38% |
$97.3K - $114K
|
16.7K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.03K- 16.41% |
$97.4K - $114K
|
15.5K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 22.94% |
$98K - $115K
|
10.3K
$234K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-3.07K- 5.96% |
$98.5K - $115K
|
48.4K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.08K- 7.27% |
$98.8K - $115K
|
39.3K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3.08K- 4.91% |
$98.9K - $116K
|
59.6K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.09K- 19.27% |
$99.2K - $116K
|
12.9K
$295K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.09K- 4.86% |
$99.3K - $116K
|
60.6K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-3.1K- 6.72% |
$99.5K - $116K
|
43K
$980K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.11K- 10.62% |
$99.7K - $117K
|
26.2K
$596K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.14K- 2.04% |
$101K - $118K
|
151K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-3.14K- 9.21% |
$101K - $118K
|
31K
$706K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.15K- 8.12% |
$101K - $118K
|
35.6K
$811K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.15K- 8.15% |
$101K - $118K
|
35.5K
$809K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.2K- 2.0% |
$103K - $120K
|
157K
$3.58M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.24K- 99.36% |
$104K - $122K
|
21
$478
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.25K- 23.86% |
$104K - $122K
|
10.4K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.27K- 10.57% |
$105K - $122K
|
27.6K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.27K- 6.75% |
$105K - $122K
|
45.1K
$1.03M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.27K- 2.83% |
$105K - $123K
|
112K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.28K- 2.32% |
$105K - $123K
|
138K
$3.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.28K- 6.6% |
$105K - $123K
|
46.4K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.29K- 1.46% |
$106K - $123K
|
221K
$5.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.32K- 3.31% |
$107K - $124K
|
97K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.32K- 14.65% |
$107K - $125K
|
19.3K
$441K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-3.33K- 16.35% |
$107K - $125K
|
17K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.34K- 5.54% |
$107K - $125K
|
56.9K
$1.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.39K- 6.4% |
$109K - $127K
|
49.6K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.42K- 5.85% |
$110K - $128K
|
55.1K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-3.44K- 11.54% |
$111K - $129K
|
26.4K
$602K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.47K- 8.73% |
$111K - $130K
|
36.3K
$827K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.47K- 4.68% |
$111K - $130K
|
70.7K
$1.61M
|