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 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-7.53K- 7.3% |
$242K - $282K
|
95.6K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-7.53K- 39.2% |
$242K - $282K
|
11.7K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.55K- 2.72% |
$242K - $283K
|
270K
$7.18M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.57K- 48.52% |
$243K - $284K
|
8.03K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.59K- 21.09% |
$243K - $285K
|
28.4K
$754K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.59K- 11.64% |
$244K - $285K
|
57.6K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.64K- 9.24% |
$245K - $287K
|
75.1K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-7.65K- 36.63% |
$245K - $287K
|
13.2K
$352K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.68K- 1.98% |
$246K - $288K
|
379K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-7.72K- 4.23% |
$248K - $290K
|
175K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.78K- 3.58% |
$250K - $292K
|
210K
$5.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.9K- 12.48% |
$253K - $296K
|
55.4K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.93K- 0.55% |
$254K - $297K
|
1.43M
$38M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.97K- 11.63% |
$256K - $299K
|
60.5K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.01K- 4.56% |
$257K - $300K
|
167K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-8.12K- 3.7% |
$261K - $305K
|
212K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8.14K- 3.7% |
$261K - $305K
|
212K
$5.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.28K- 11.37% |
$266K - $311K
|
64.5K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-8.32K- 82.54% |
$267K - $312K
|
1.76K
$46.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.32K- 42.77% |
$267K - $312K
|
11.1K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8.38K- 13.91% |
$269K - $314K
|
51.8K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.53K- 2.84% |
$274K - $320K
|
292K
$7.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.55K- 9.08% |
$274K - $321K
|
85.6K
$2.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.69K- 4.35% |
$279K - $326K
|
191K
$5.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.7K- 7.02% |
$279K - $326K
|
115K
$3.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.73K- 30.92% |
$280K - $327K
|
19.5K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.8K- 26.37% |
$282K - $330K
|
24.6K
$653K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.9K- 7.84% |
$286K - $334K
|
105K
$2.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-8.93K- 5.71% |
$286K - $335K
|
147K
$3.91M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-9K- 7.96% |
$289K - $338K
|
104K
$2.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-9.02K- 49.46% |
$289K - $338K
|
9.21K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.16K- 13.22% |
$294K - $344K
|
60.1K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9.17K- 32.17% |
$294K - $344K
|
19.3K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-9.25K- 27.18% |
$297K - $347K
|
24.8K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.26K- 11.0% |
$297K - $347K
|
75K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-9.27K- 1.74% |
$297K - $348K
|
523K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-9.29K- 37.29% |
$298K - $348K
|
15.6K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-9.37K- 51.21% |
$301K - $352K
|
8.93K
$237K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.45K- 4.21% |
$303K - $354K
|
215K
$5.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.49K- 34.76% |
$304K - $356K
|
17.8K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.5K- 5.83% |
$305K - $356K
|
153K
$4.07M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.5K- 3.85% |
$305K - $356K
|
237K
$6.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-9.51K- 0.87% |
$305K - $357K
|
1.08M
$28.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9.54K- 54.6% |
$306K - $358K
|
7.93K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-9.57K- 28.8% |
$307K - $359K
|
23.7K
$628K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.58K- 2.1% |
$307K - $359K
|
446K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.6K- 6.22% |
$308K - $360K
|
145K
$3.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-9.63K- 5.64% |
$309K - $361K
|
161K
$4.28M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.74K- 39.91% |
$313K - $365K
|
14.7K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.77K- 3.19% |
$313K - $366K
|
296K
$7.87M
|