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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
280+ 0.54% |
$11.7K - $15.3K
|
52.4K
$1.38M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
278+ 27.8% |
$11.6K - $15.2K
|
1.28K
$33.7K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
274+ 2.67% |
$11.4K - $14.9K
|
10.5K
$277K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
270+ 4.38% |
$11.3K - $14.7K
|
6.44K
$170K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
270+ 2.46% |
$11.3K - $14.7K
|
11.2K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
265+ 1.26% |
$11.1K - $14.4K
|
21.3K
$561K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
264+ 2.66% |
$11K - $14.4K
|
10.2K
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
264+ 1.97% |
$11K - $14.4K
|
13.7K
$360K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
259+ 2.28% |
$10.8K - $14.1K
|
11.6K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
252+ 0.46% |
$10.5K - $13.7K
|
55.3K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250+ 0.51% |
$10.4K - $13.6K
|
49.2K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
248+ 1.09% |
$10.4K - $13.5K
|
23K
$607K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
245+ 1.72% |
$10.2K - $13.4K
|
14.5K
$381K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
243+ 4.65% |
$10.1K - $13.2K
|
5.47K
$144K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
240+ 8.84% |
$10K - $13.1K
|
2.96K
$77.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
236+ 3.35% |
$9.85K - $12.9K
|
7.29K
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
236+ 0.76% |
$9.85K - $12.9K
|
31.4K
$827K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
233+ 0.27% |
$9.73K - $12.7K
|
87.5K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
225+ 1.29% |
$9.39K - $12.3K
|
17.6K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
225New |
$9.39K - $12.3K
|
225
$5.93K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
224New |
$9.35K - $12.2K
|
224
$5.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
219+ 0.45% |
$9.14K - $11.9K
|
48.9K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
219+ 1.67% |
$9.14K - $11.9K
|
13.3K
$351K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
218+ 1.6% |
$9.1K - $11.9K
|
13.9K
$366K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
217+ 1.57% |
$9.06K - $11.8K
|
14.1K
$371K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
209+ 2.98% |
$8.73K - $11.4K
|
7.23K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
208+ 0.46% |
$8.68K - $11.3K
|
45.6K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
208+ 1.18% |
$8.68K - $11.3K
|
17.9K
$471K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
207+ 0.51% |
$8.64K - $11.3K
|
40.4K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
207+ 0.04% |
$8.64K - $11.3K
|
532K
$14M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
204+ 2.01% |
$8.52K - $11.1K
|
10.4K
$273K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
202+ 1.74% |
$8.43K - $11K
|
11.8K
$311K
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
202+ 0.49% |
$8.43K - $11K
|
41.8K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
201+ 0.22% |
$8.39K - $11K
|
93.7K
$2.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
201+ 0.12% |
$8.39K - $11K
|
169K
$4.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
201+ 2.66% |
$8.39K - $11K
|
7.75K
$204K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
200+ 0.76% |
$8.35K - $10.9K
|
26.5K
$700K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
200+ 0.27% |
$8.35K - $10.9K
|
74.3K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
200+ 3.23% |
$8.35K - $10.9K
|
6.39K
$169K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
198+ 0.99% |
$8.27K - $10.8K
|
20.2K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
198+ 0.27% |
$8.27K - $10.8K
|
73.9K
$1.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
194+ 4.19% |
$8.1K - $10.6K
|
4.83K
$127K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
191+ 0.97% |
$7.97K - $10.4K
|
19.8K
$523K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
187+ 3.9% |
$7.81K - $10.2K
|
4.98K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
187+ 0.27% |
$7.81K - $10.2K
|
69.9K
$1.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
186+ 0.72% |
$7.77K - $10.1K
|
26K
$686K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
186+ 0.8% |
$7.77K - $10.1K
|
23.4K
$616K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
184+ 1.13% |
$7.68K - $10K
|
16.5K
$435K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
181+ 0.18% |
$7.56K - $9.86K
|
102K
$2.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
181+ 3.45% |
$7.56K - $9.86K
|
5.42K
$143K
|