Purchases and Sales Made in Q4 2022 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7.75K+ 120.38% |
$324K - $422K
|
14.2K
$374K
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.65KNew |
$319K - $417K
|
7.65K
$202K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.65K+ 5.19% |
$319K - $417K
|
155K
$4.08M
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
7.64K+ 16.78% |
$319K - $416K
|
53.2K
$1.4M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
7.61K+ 6.31% |
$318K - $415K
|
128K
$3.38M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.59KNew |
$317K - $413K
|
7.59K
$200K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
7.58K+ 18.71% |
$316K - $413K
|
48.1K
$1.27M
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.53KNew |
$314K - $410K
|
7.53K
$198K
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.51K+ 123.83% |
$314K - $409K
|
13.6K
$358K
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.49KNew |
$313K - $408K
|
7.49K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.44KNew |
$311K - $406K
|
7.44K
$196K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.39K+ 13.27% |
$308K - $403K
|
63.1K
$1.66M
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.38KNew |
$308K - $402K
|
7.38K
$195K
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
7.35KNew |
$307K - $401K
|
7.35K
$194K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
7.3KNew |
$305K - $398K
|
7.3K
$192K
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
7.27K+ 24.6% |
$303K - $396K
|
36.8K
$970K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.25K+ 13.33% |
$303K - $395K
|
61.7K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
7.25KNew |
$303K - $395K
|
7.25K
$191K
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
7.23K+ 8.18% |
$302K - $394K
|
95.7K
$2.52M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.18K+ 4.86% |
$300K - $391K
|
155K
$4.08M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.18K+ 9.25% |
$300K - $391K
|
84.8K
$2.23M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.14K+ 12.91% |
$298K - $389K
|
62.4K
$1.65M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.06K+ 9.42% |
$295K - $385K
|
82.1K
$2.16M
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
7.04K+ 51.11% |
$294K - $384K
|
20.8K
$549K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7KNew |
$292K - $382K
|
7K
$185K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7K+ 2.82% |
$292K - $382K
|
255K
$6.73M
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
7K+ 4.74% |
$292K - $382K
|
155K
$4.08M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
6.98K+ 3.55% |
$292K - $381K
|
204K
$5.37M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.98KNew |
$291K - $380K
|
6.98K
$184K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.93K+ 11.37% |
$289K - $378K
|
67.8K
$1.79M
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.93K+ 148.68% |
$289K - $378K
|
11.6K
$305K
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.92KNew |
$289K - $377K
|
6.92K
$183K
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.92KNew |
$289K - $377K
|
6.92K
$182K
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.9K+ 8.08% |
$288K - $376K
|
92.3K
$2.43M
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
6.87KNew |
$287K - $374K
|
6.87K
$181K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
6.85K+ 0.61% |
$286K - $373K
|
1.13M
$29.8M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.83K+ 30.47% |
$285K - $372K
|
29.2K
$771K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.8K+ 1.59% |
$284K - $371K
|
435K
$11.5M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
6.7K+ 1.43% |
$280K - $365K
|
475K
$12.5M
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.7KNew |
$280K - $365K
|
6.7K
$177K
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.69K+ 5.78% |
$279K - $364K
|
122K
$3.23M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
6.68K+ 113.49% |
$279K - $364K
|
12.6K
$331K
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
6.65KNew |
$278K - $363K
|
6.65K
$175K
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
6.64KNew |
$277K - $362K
|
6.64K
$175K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.62K+ 3.12% |
$276K - $361K
|
219K
$5.77M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.61KNew |
$276K - $360K
|
6.61K
$174K
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.55KNew |
$273K - $357K
|
6.55K
$173K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
6.53KNew |
$273K - $356K
|
6.53K
$172K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.53K+ 3.62% |
$273K - $356K
|
187K
$4.93M
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6.46K+ 3.19% |
$270K - $352K
|
209K
$5.52M
|