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 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
618+ 9.39% |
$25.8K - $33.7K
|
7.2K
$190K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
616+ 2.76% |
$25.7K - $33.6K
|
23K
$605K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
613+ 6.43% |
$25.6K - $33.4K
|
10.1K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
608+ 2.89% |
$25.4K - $33.1K
|
21.6K
$570K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
602+ 0.78% |
$25.1K - $32.8K
|
77.6K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
600+ 4.15% |
$25.1K - $32.7K
|
15.1K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Factorial Partners, LLC
|
BUY
|
- |
600+ 0.91% |
$25.1K - $32.7K
|
66.2K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
597+ 4.28% |
$24.9K - $32.5K
|
14.5K
$383K
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
595+ 0.62% |
$24.8K - $32.4K
|
96.1K
$2.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
587+ 2.15% |
$24.5K - $32K
|
27.9K
$737K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
586+ 3.15% |
$24.5K - $31.9K
|
19.2K
$506K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
584+ 6.59% |
$24.4K - $31.8K
|
9.45K
$249K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
571+ 2.52% |
$23.8K - $31.1K
|
23.2K
$613K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
569+ 3.85% |
$23.8K - $31K
|
15.3K
$404K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
566+ 7.26% |
$23.6K - $30.8K
|
8.36K
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
566+ 0.32% |
$23.6K - $30.8K
|
176K
$4.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
565+ 0.32% |
$23.6K - $30.8K
|
180K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
563+ 10.86% |
$23.5K - $30.7K
|
5.75K
$152K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
562+ 1.62% |
$23.5K - $30.6K
|
35.2K
$927K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
560+ 4.95% |
$23.4K - $30.5K
|
11.9K
$313K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
555+ 0.37% |
$23.2K - $30.2K
|
150K
$3.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
554+ 0.94% |
$23.1K - $30.2K
|
59.6K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
553+ 0.66% |
$23.1K - $30.1K
|
84.3K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
550+ 7.29% |
$23K - $30K
|
8.09K
$213K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
549+ 4.07% |
$22.9K - $29.9K
|
14K
$370K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
546+ 0.79% |
$22.8K - $29.8K
|
70K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
537+ 3.51% |
$22.4K - $29.3K
|
15.8K
$417K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
535+ 9.97% |
$22.3K - $29.2K
|
5.9K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
530+ 0.2% |
$22.1K - $28.9K
|
259K
$6.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
528+ 4.33% |
$22K - $28.8K
|
12.7K
$335K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
526+ 0.69% |
$22K - $28.7K
|
76.7K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
524+ 2.9% |
$21.9K - $28.6K
|
18.6K
$490K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
521+ 2.45% |
$21.8K - $28.4K
|
21.8K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
513+ 2.72% |
$21.4K - $28K
|
19.4K
$511K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
510+ 8.46% |
$21.3K - $27.8K
|
6.54K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
510+ 6.91% |
$21.3K - $27.8K
|
7.89K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
510+ 3.6% |
$21.3K - $27.8K
|
14.7K
$386K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
502+ 1.9% |
$21K - $27.4K
|
26.9K
$710K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
502+ 4.29% |
$21K - $27.4K
|
12.2K
$322K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
501+ 0.41% |
$20.9K - $27.3K
|
123K
$3.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
500+ 1.9% |
$20.9K - $27.3K
|
26.8K
$707K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
500+ 5.1% |
$20.9K - $27.3K
|
10.3K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
499+ 7.04% |
$20.8K - $27.2K
|
7.59K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
499+ 20.77% |
$20.8K - $27.2K
|
2.9K
$76.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
490+ 2.51% |
$20.5K - $26.7K
|
20K
$528K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
486New |
$20.3K - $26.5K
|
486
$12.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
483+ 1.02% |
$20.2K - $26.3K
|
47.8K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
482+ 3.11% |
$20.1K - $26.3K
|
16K
$421K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
482+ 2.35% |
$20.1K - $26.3K
|
21K
$552K
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
480+ 0.86% |
$20K - $26.2K
|
56.3K
$1.48M
|