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 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.6K- 3.83% |
$790K - $924K
|
618K
$16.4M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25.4K- 25.61% |
$814K - $952K
|
73.7K
$1.96M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25.4K- 93.09% |
$815K - $953K
|
1.89K
$50.1K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25.4K- 11.61% |
$816K - $954K
|
193K
$5.14M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-25.7K- 9.29% |
$823K - $962K
|
250K
$6.65M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25.7K- 9.29% |
$823K - $962K
|
250K
$6.65M
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-25.7K- 7.12% |
$825K - $964K
|
335K
$8.9M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-26K- 22.81% |
$833K - $974K
|
87.8K
$2.33M
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-26.4K- 2.7% |
$847K - $990K
|
952K
$25.3M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26.4K- 99.0% |
$848K - $991K
|
266
$7.06K
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26.4K- 4.13% |
$848K - $992K
|
614K
$16.3M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-26.5K- 6.73% |
$850K - $993K
|
367K
$9.75M
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-27.7K- 77.33% |
$887K - $1.04M
|
8.11K
$215K
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-28.2K- 26.56% |
$906K - $1.06M
|
78.1K
$2.07M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28.3K- 12.85% |
$907K - $1.06M
|
192K
$5.09M
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-28.4K- 52.92% |
$910K - $1.06M
|
25.2K
$670K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-28.4K- 14.11% |
$912K - $1.07M
|
173K
$4.6M
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-28.5K- 10.24% |
$913K - $1.07M
|
250K
$6.63M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-28.8K- 5.07% |
$923K - $1.08M
|
539K
$14.3M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-29K- 31.35% |
$931K - $1.09M
|
63.5K
$1.69M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.7K- 5.64% |
$953K - $1.11M
|
497K
$13.2M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-29.8K- 9.41% |
$956K - $1.12M
|
287K
$7.62M
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-29.9K- 31.87% |
$959K - $1.12M
|
63.9K
$1.7M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-30.2K- 3.5% |
$969K - $1.13M
|
834K
$22.1M
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-30.4K- 2.88% |
$976K - $1.14M
|
1.03M
$27.3M
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30.5K- 4.07% |
$978K - $1.14M
|
719K
$19.1M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31.3K- 16.04% |
$1M - $1.17M
|
164K
$4.35M
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-31.7K- 34.02% |
$1.02M - $1.19M
|
61.4K
$1.63M
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-32K- 10.48% |
$1.03M - $1.2M
|
273K
$7.25M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-32.1K- 54.15% |
$1.03M - $1.2M
|
27.2K
$721K
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-32.5K- 4.25% |
$1.04M - $1.22M
|
732K
$19.5M
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-32.8K- 21.34% |
$1.05M - $1.23M
|
121K
$3.21M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-32.8K- 51.14% |
$1.05M - $1.23M
|
31.3K
$832K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 35.08% |
$1.05M - $1.23M
|
60.8K
$1.61M
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-32.9K- 20.72% |
$1.06M - $1.24M
|
126K
$3.35M
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-33K- 1.46% |
$1.06M - $1.24M
|
2.22M
$59M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33K- 3.02% |
$1.06M - $1.24M
|
1.06M
$28.2M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-33.3K- 55.45% |
$1.07M - $1.25M
|
26.8K
$712K
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-33.4K- 64.29% |
$1.07M - $1.25M
|
18.5K
$493K
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-33.7K- 1.86% |
$1.08M - $1.26M
|
1.78M
$47.2M
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-33.9K- 1.99% |
$1.09M - $1.27M
|
1.67M
$44.3M
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-35.7K- 62.86% |
$1.15M - $1.34M
|
21.1K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-35.8K- 15.94% |
$1.15M - $1.34M
|
189K
$5.01M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-36.4K- 2.54% |
$1.17M - $1.36M
|
1.4M
$37.1M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-36.4K- 2.54% |
$1.17M - $1.36M
|
1.4M
$37.1M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-37.6K- 77.8% |
$1.21M - $1.41M
|
10.7K
$285K
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-37.7K- 19.46% |
$1.21M - $1.41M
|
156K
$4.14M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-37.8K- 40.37% |
$1.21M - $1.42M
|
55.8K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-38.6K- 79.04% |
$1.24M - $1.45M
|
10.2K
$272K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-39K- 37.8% |
$1.25M - $1.46M
|
64.1K
$1.7M
|