Purchases and Sales Made in Q1 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
752+ 2.46% |
$29.6K - $38.6K
|
31.3K
$842K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
750+ 78.53% |
$29.5K - $38.5K
|
1.71K
$45.9K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
734+ 9.78% |
$28.9K - $37.6K
|
8.24K
$222K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
733+ 4.03% |
$28.9K - $37.6K
|
18.9K
$509K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
728+ 1.3% |
$28.7K - $37.3K
|
56.8K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
721+ 6.87% |
$28.4K - $37K
|
11.2K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
719+ 6.76% |
$28.3K - $36.9K
|
11.4K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
717+ 2.35% |
$28.2K - $36.8K
|
31.2K
$840K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
709+ 0.94% |
$27.9K - $36.4K
|
75.8K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
709+ 4.45% |
$27.9K - $36.4K
|
16.7K
$448K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
706+ 8.25% |
$27.8K - $36.2K
|
9.26K
$249K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
704+ 0.67% |
$27.7K - $36.1K
|
107K
$2.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
704+ 1.89% |
$27.7K - $36.1K
|
38K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
703+ 4.08% |
$27.7K - $36K
|
17.9K
$483K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
700+ 4.38% |
$27.6K - $35.9K
|
16.7K
$449K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
700+ 1.67% |
$27.6K - $35.9K
|
42.6K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
694+ 1.76% |
$27.3K - $35.6K
|
40K
$1.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
694+ 4.35% |
$27.3K - $35.6K
|
16.6K
$448K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
690+ 13.09% |
$27.2K - $35.4K
|
5.96K
$160K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
687+ 0.78% |
$27.1K - $35.2K
|
88.9K
$2.39M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
684+ 0.9% |
$26.9K - $35.1K
|
76.8K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
683+ 1.07% |
$26.9K - $35K
|
64.7K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
681+ 3.38% |
$26.8K - $34.9K
|
20.9K
$561K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
679+ 1.29% |
$26.7K - $34.8K
|
53.2K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
679+ 5.56% |
$26.7K - $34.8K
|
12.9K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
675+ 3.98% |
$26.6K - $34.6K
|
17.6K
$475K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
672+ 10.25% |
$26.5K - $34.5K
|
7.23K
$195K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
671+ 1.1% |
$26.4K - $34.4K
|
61.7K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
670+ 1.0% |
$26.4K - $34.4K
|
67.7K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
665+ 8.52% |
$26.2K - $34.1K
|
8.47K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
652+ 1.25% |
$25.7K - $33.4K
|
52.9K
$1.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
651+ 2.65% |
$25.6K - $33.4K
|
25.2K
$679K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
651+ 0.8% |
$25.6K - $33.4K
|
81.6K
$2.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
650+ 2.52% |
$25.6K - $33.3K
|
26.4K
$712K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
650+ 7.73% |
$25.6K - $33.3K
|
9.06K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
650+ 2.54% |
$25.6K - $33.3K
|
26.3K
$707K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
648+ 17.22% |
$25.5K - $33.2K
|
4.41K
$119K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
647+ 6.6% |
$25.5K - $33.2K
|
10.5K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
643+ 1.19% |
$25.3K - $33K
|
54.6K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
643+ 9.56% |
$25.3K - $33K
|
7.37K
$198K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
642+ 5.42% |
$25.3K - $32.9K
|
12.5K
$336K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
638New |
$25.1K - $32.7K
|
638
$17.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
635+ 3.74% |
$25K - $32.6K
|
17.6K
$474K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
633+ 14.14% |
$24.9K - $32.5K
|
5.11K
$138K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
630+ 2.61% |
$24.8K - $32.3K
|
24.8K
$666K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
625+ 1.64% |
$24.6K - $32.1K
|
38.8K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
624+ 15.43% |
$24.6K - $32K
|
4.67K
$126K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
622+ 4.79% |
$24.5K - $31.9K
|
13.6K
$366K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
621+ 3.08% |
$24.5K - $31.8K
|
20.8K
$560K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
621+ 3.31% |
$24.5K - $31.8K
|
19.4K
$522K
|