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 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-21.3K- 37.31% |
$684K - $800K
|
35.8K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21.5K- 4.81% |
$692K - $808K
|
426K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-21.8K- 7.0% |
$701K - $820K
|
290K
$7.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.9K- 3.57% |
$702K - $821K
|
591K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-21.9K- 41.95% |
$703K - $822K
|
30.3K
$736K
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-22K- 29.26% |
$705K - $824K
|
53.1K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-22K- 40.0% |
$706K - $825K
|
33K
$801K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-22K- 21.17% |
$707K - $826K
|
82K
$1.99M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-22.4K- 78.52% |
$720K - $841K
|
6.14K
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22.5K- 2.92% |
$722K - $844K
|
748K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22.6K- 12.74% |
$726K - $849K
|
155K
$3.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-22.8K- 12.82% |
$731K - $854K
|
155K
$3.76M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-22.8K- 95.4% |
$732K - $855K
|
1.1K
$26.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 8.67% |
$732K - $856K
|
240K
$5.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-22.9K- 58.84% |
$735K - $860K
|
16K
$389K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-22.9K- 8.15% |
$736K - $860K
|
259K
$6.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-22.9K- 15.77% |
$736K - $861K
|
123K
$2.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 12.55% |
$741K - $866K
|
161K
$3.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23.3K- 10.29% |
$749K - $875K
|
203K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-23.5K- 4.52% |
$755K - $882K
|
497K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-23.6K- 22.02% |
$758K - $886K
|
83.6K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.6K- 15.38% |
$758K - $886K
|
130K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-24K- 37.67% |
$770K - $899K
|
39.7K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24K- 73.99% |
$770K - $900K
|
8.44K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24K- 39.52% |
$771K - $901K
|
36.7K
$892K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24K- 18.01% |
$771K - $902K
|
109K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-24.2K- 16.74% |
$777K - $908K
|
120K
$2.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-24.3K- 0.91% |
$781K - $913K
|
2.64M
$64M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 65.22% |
$782K - $914K
|
13K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-24.6K- 1.63% |
$789K - $923K
|
1.49M
$36.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.6K- 3.83% |
$790K - $924K
|
618K
$15M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25.4K- 25.61% |
$814K - $952K
|
73.7K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25.4K- 93.09% |
$815K - $953K
|
1.89K
$45.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25.4K- 11.61% |
$816K - $954K
|
193K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-25.7K- 9.29% |
$823K - $962K
|
250K
$6.08M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25.7K- 9.29% |
$823K - $962K
|
250K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-25.7K- 7.12% |
$825K - $964K
|
335K
$8.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-26K- 22.81% |
$833K - $974K
|
87.8K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-26.4K- 2.7% |
$847K - $990K
|
952K
$23.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26.4K- 99.0% |
$848K - $991K
|
266
$6.46K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26.4K- 4.13% |
$848K - $992K
|
614K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-26.5K- 6.73% |
$850K - $993K
|
367K
$8.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-27.7K- 77.33% |
$887K - $1.04M
|
8.11K
$197K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-28.2K- 26.56% |
$906K - $1.06M
|
78.1K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28.3K- 12.85% |
$907K - $1.06M
|
192K
$4.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-28.4K- 52.92% |
$910K - $1.06M
|
25.2K
$613K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-28.4K- 14.11% |
$912K - $1.07M
|
173K
$4.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-28.5K- 10.24% |
$913K - $1.07M
|
250K
$6.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-28.8K- 5.07% |
$923K - $1.08M
|
539K
$13.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-29K- 31.35% |
$931K - $1.09M
|
63.5K
$1.54M
|