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 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.74K- 18.67% |
$184K - $215K
|
25K
$570K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.74K- 18.67% |
$184K - $215K
|
25K
$570K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 34.43% |
$185K - $217K
|
11K
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-5.84K- 9.46% |
$188K - $219K
|
55.9K
$1.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5.86K- 10.57% |
$188K - $220K
|
49.6K
$1.13M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.87K- 39.9% |
$188K - $220K
|
8.85K
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-5.87K- 16.19% |
$188K - $220K
|
30.4K
$693K
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-5.88K- 41.42% |
$189K - $220K
|
8.31K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6K- 31.24% |
$192K - $225K
|
13.2K
$301K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.09K- 9.5% |
$196K - $229K
|
58K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-6.1K- 10.59% |
$196K - $229K
|
51.5K
$1.17M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.1KClosed |
$196K - $229K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-6.1K- 43.79% |
$196K - $229K
|
7.84K
$178K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-6.12K- 26.28% |
$196K - $230K
|
17.2K
$391K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.13K- 2.28% |
$197K - $230K
|
263K
$5.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.16K- 8.87% |
$198K - $231K
|
63.3K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-6.16K- 17.42% |
$198K - $231K
|
29.2K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-6.17K- 7.35% |
$198K - $231K
|
77.7K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.19K- 10.22% |
$199K - $232K
|
54.4K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.19K- 10.1% |
$199K - $232K
|
55.1K
$1.26M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.19K- 10.1% |
$199K - $232K
|
55.1K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-6.21K- 5.23% |
$199K - $233K
|
112K
$2.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-6.21K- 47.7% |
$199K - $233K
|
6.81K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.26KClosed |
$201K - $235K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-6.29K- 45.86% |
$202K - $236K
|
7.42K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-6.29K- 1.77% |
$202K - $236K
|
348K
$7.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-6.31K- 28.67% |
$203K - $237K
|
15.7K
$358K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.32K- 3.28% |
$203K - $237K
|
186K
$4.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.37K- 24.57% |
$204K - $239K
|
19.5K
$445K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.37K- 5.94% |
$204K - $239K
|
101K
$2.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.4K- 10.15% |
$205K - $240K
|
56.6K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-6.4K- 39.02% |
$205K - $240K
|
10K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-6.42K- 26.4% |
$206K - $241K
|
17.9K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.43K- 10.65% |
$206K - $241K
|
53.9K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.43K- 1.28% |
$206K - $241K
|
496K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.44K- 0.34% |
$207K - $242K
|
1.91M
$43.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.52K- 14.67% |
$209K - $244K
|
37.9K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-6.54K- 46.76% |
$210K - $245K
|
7.44K
$170K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.62K- 5.21% |
$212K - $248K
|
121K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.64K- 9.95% |
$213K - $249K
|
60.1K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.66K- 7.73% |
$214K - $250K
|
79.5K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.69K- 1.69% |
$215K - $251K
|
390K
$8.88M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6.71K- 45.62% |
$215K - $252K
|
8K
$182K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.74K- 1.52% |
$216K - $253K
|
437K
$9.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.75K- 1.49% |
$217K - $253K
|
447K
$10.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.76K- 6.25% |
$217K - $254K
|
101K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.78K- 3.62% |
$218K - $254K
|
180K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.79K- 7.33% |
$218K - $255K
|
85.9K
$1.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.84K- 7.67% |
$219K - $256K
|
82.3K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-6.88K- 17.34% |
$221K - $258K
|
32.8K
$747K
|