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 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
11.6K+ 12.86% |
$372K - $435K
|
102K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
11.4K+ 12.23% |
$367K - $429K
|
105K
$2.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 6.32% |
$364K - $426K
|
191K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.2K+ 16.46% |
$360K - $421K
|
79.4K
$2.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$360K - $421K
|
11.2K
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
11.1KNew |
$356K - $416K
|
11.1K
$293K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.1K+ 6.18% |
$355K - $415K
|
190K
$5.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
11K+ 109.44% |
$354K - $414K
|
21.1K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$347K - $405K
|
10.8K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
10.8K+ 38.05% |
$346K - $404K
|
39.1K
$1.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 6.54% |
$344K - $402K
|
175K
$4.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10.6K+ 36.23% |
$341K - $399K
|
40K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.6K+ 8.09% |
$341K - $399K
|
142K
$3.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
10.6K+ 4.31% |
$340K - $397K
|
257K
$6.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
10.6KNew |
$340K - $397K
|
10.6K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
10.5K+ 8.12% |
$337K - $394K
|
140K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
10.5K+ 84.22% |
$336K - $393K
|
22.9K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$336K - $392K
|
10.5K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
10.5K+ 3.54% |
$335K - $392K
|
306K
$8.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
10.4K+ 8.94% |
$334K - $391K
|
127K
$3.35M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4K+ 6.49% |
$334K - $391K
|
171K
$4.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
10.3K+ 29.62% |
$332K - $388K
|
45.3K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
10.3KNew |
$332K - $388K
|
10.3K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.2K+ 17.46% |
$328K - $384K
|
68.8K
$1.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 5.16% |
$328K - $384K
|
209K
$5.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 170.61% |
$328K - $383K
|
16.2K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
10.1K+ 44.78% |
$323K - $377K
|
32.5K
$857K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
10K+ 22.34% |
$322K - $377K
|
55K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10KNew |
$321K - $375K
|
10K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10K+ 30.3% |
$321K - $375K
|
43K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.99K+ 11.03% |
$321K - $375K
|
101K
$2.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
9.96KNew |
$319K - $373K
|
9.96K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.94K+ 42.23% |
$319K - $373K
|
33.5K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.86K+ 6.51% |
$317K - $370K
|
161K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.84K+ 42.03% |
$316K - $369K
|
33.2K
$876K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.8K+ 6.0% |
$314K - $367K
|
173K
$4.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.71K+ 5.59% |
$312K - $364K
|
183K
$4.84M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.71KNew |
$312K - $364K
|
9.71K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
9.71K+ 18.31% |
$312K - $364K
|
62.7K
$1.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.71K+ 17.19% |
$311K - $364K
|
66.2K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
9.56KNew |
$307K - $358K
|
9.56K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
9.51K+ 0.32% |
$305K - $357K
|
2.94M
$77.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
9.48K+ 2.01% |
$304K - $356K
|
482K
$12.7M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
9.47KNew |
$304K - $355K
|
9.47K
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
9.46KNew |
$303K - $355K
|
9.46K
$249K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
9.44K+ 5.92% |
$303K - $354K
|
169K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.41K+ 1.61% |
$302K - $353K
|
595K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.4K+ 7.18% |
$302K - $353K
|
140K
$3.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
9.29K+ 16.37% |
$298K - $348K
|
66K
$1.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.22K+ 38.41% |
$296K - $346K
|
33.2K
$876K
|