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 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $154
|
13.7K
$368K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.01% |
$118 - $154
|
35.9K
$967K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.01% |
$118 - $154
|
25.8K
$693K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$118 - $154
|
2.84K
$76.3K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.05% |
$118 - $154
|
6.6K
$178K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
3+ 0.03% |
$118 - $154
|
9.75K
$262K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$78.8 - $103
|
38.8K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$78.8 - $103
|
169K
$4.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.01% |
$78.8 - $103
|
20.3K
$547K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$78.8 - $103
|
3.91K
$105K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$78.8 - $103
|
3.21K
$86.3K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.9% |
$78.8 - $103
|
225
$6.05K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.16% |
$78.8 - $103
|
1.25K
$33.7K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$78.8 - $103
|
14.2K
$383K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.0% |
$78.8 - $103
|
146K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2+ 0.01% |
$78.8 - $103
|
32.3K
$869K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$39.4 - $51.3
|
9.36K
$252K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.92% |
$39.4 - $51.3
|
110
$2.96K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.01% |
$39.4 - $51.3
|
10.9K
$294K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$39.4 - $51.3
|
10.4K
$279K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$39.4 - $51.3
|
5.54K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$39.4 - $51.3
|
9.83K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 0.03% |
$39.4 - $51.3
|
3.39K
$91.2K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1- -0.0% |
$39.4 - $51.3
|
20.3K
$545K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2- 0.02% |
$78.8 - $103
|
8.03K
$216K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3- 0.01% |
$118 - $154
|
47.4K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 0.12% |
$158 - $205
|
3.4K
$91.4K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-5- 0.01% |
$197 - $256
|
48.9K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-5- 0.08% |
$197 - $256
|
5.94K
$160K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6- 0.02% |
$236 - $308
|
32.4K
$871K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6- 0.09% |
$236 - $308
|
6.39K
$172K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-8- 0.07% |
$315 - $410
|
12K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8- 0.1% |
$315 - $410
|
8.02K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-9- 0.01% |
$355 - $462
|
91.3K
$2.46M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.05% |
$394 - $513
|
18.2K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-10- 0.43% |
$394 - $513
|
2.32K
$62.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12- 0.05% |
$473 - $615
|
24K
$646K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-12- 0.41% |
$473 - $615
|
2.92K
$78.5K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-13- 0.1% |
$512 - $667
|
13.5K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$591 - $769
|
5.73K
$154K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 2.5% |
$630 - $820
|
624
$16.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-19- 1.87% |
$748 - $974
|
997
$26.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-20- 0.13% |
$788 - $1.03K
|
15.6K
$419K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 0.11% |
$827 - $1.08K
|
19.8K
$534K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.36% |
$906 - $1.18K
|
6.41K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-23- 0.07% |
$906 - $1.18K
|
34K
$914K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.09% |
$945 - $1.23K
|
27.3K
$734K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-25- 0.31% |
$985 - $1.28K
|
8.15K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.15% |
$985 - $1.28K
|
16.9K
$454K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-26- 0.02% |
$1.02K - $1.33K
|
154K
$4.13M
|