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 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.55K- 9.08% |
$274K - $321K
|
85.6K
$2.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.69K- 4.35% |
$279K - $326K
|
191K
$4.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.7K- 7.02% |
$279K - $326K
|
115K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.73K- 30.92% |
$280K - $327K
|
19.5K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.8K- 26.37% |
$282K - $330K
|
24.6K
$597K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.9K- 7.84% |
$286K - $334K
|
105K
$2.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-8.93K- 5.71% |
$286K - $335K
|
147K
$3.58M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-9K- 7.96% |
$289K - $338K
|
104K
$2.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-9.02K- 49.46% |
$289K - $338K
|
9.21K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.16K- 13.22% |
$294K - $344K
|
60.1K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9.17K- 32.17% |
$294K - $344K
|
19.3K
$470K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-9.25K- 27.18% |
$297K - $347K
|
24.8K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.26K- 11.0% |
$297K - $347K
|
75K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-9.27K- 1.74% |
$297K - $348K
|
523K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-9.29K- 37.29% |
$298K - $348K
|
15.6K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-9.37K- 51.21% |
$301K - $352K
|
8.93K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.45K- 4.21% |
$303K - $354K
|
215K
$5.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.49K- 34.76% |
$304K - $356K
|
17.8K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.5K- 5.83% |
$305K - $356K
|
153K
$3.72M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.5K- 3.85% |
$305K - $356K
|
237K
$5.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-9.51K- 0.87% |
$305K - $357K
|
1.08M
$26.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9.54K- 54.6% |
$306K - $358K
|
7.93K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-9.57K- 28.8% |
$307K - $359K
|
23.7K
$575K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.58K- 2.1% |
$307K - $359K
|
446K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.6K- 6.22% |
$308K - $360K
|
145K
$3.52M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-9.63K- 5.64% |
$309K - $361K
|
161K
$3.92M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.74K- 39.91% |
$313K - $365K
|
14.7K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.77K- 3.19% |
$313K - $366K
|
296K
$7.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.88K- 10.46% |
$317K - $370K
|
84.6K
$2.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-10K- 4.37% |
$321K - $375K
|
219K
$5.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.1K- 50.22% |
$324K - $379K
|
10K
$243K
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-10.3K- 58.82% |
$331K - $387K
|
7.22K
$175K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-10.4K- 20.03% |
$334K - $390K
|
41.5K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.6K- 20.04% |
$340K - $397K
|
42.3K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 75.55% |
$342K - $400K
|
3.45K
$83.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.7K- 18.64% |
$343K - $400K
|
46.6K
$1.13M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.7K- 3.87% |
$343K - $401K
|
265K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.7K- 0.44% |
$345K - $403K
|
2.43M
$59.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-10.8K- 16.18% |
$345K - $403K
|
55.7K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-10.8K- 54.2% |
$346K - $404K
|
9.11K
$221K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-10.9K- 55.54% |
$351K - $410K
|
8.76K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Factorial Partners, LLC
|
SELL
|
- |
-11K- 20.3% |
$353K - $413K
|
43.2K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-11.1K- 72.49% |
$356K - $416K
|
4.21K
$102K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-11.2K- 2.81% |
$360K - $420K
|
388K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-11.2K- 3.61% |
$360K - $421K
|
299K
$7.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-11.2K- 22.12% |
$360K - $421K
|
39.5K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.3K- 16.78% |
$364K - $426K
|
56.3K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.4K- 14.0% |
$365K - $427K
|
70K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 16.59% |
$366K - $428K
|
57.4K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-11.4K- 12.63% |
$367K - $429K
|
79K
$1.92M
|