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 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.82K- 6.26% |
$71.8K - $93.5K
|
27.3K
$735K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.83K- 2.29% |
$72.1K - $93.8K
|
78.2K
$2.1M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.83K- 22.72% |
$72.2K - $94K
|
6.24K
$168K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 85.35% |
$72.3K - $94.1K
|
315
$8.48K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.84K- 0.48% |
$72.4K - $94.3K
|
382K
$10.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.85K- 3.83% |
$72.9K - $94.9K
|
46.4K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.86K- 6.61% |
$73.4K - $95.6K
|
26.3K
$709K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.87K- 1.99% |
$73.5K - $95.6K
|
91.6K
$2.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.87K- 9.93% |
$73.6K - $95.8K
|
16.9K
$456K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.87K- 4.0% |
$73.6K - $95.8K
|
44.9K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 2.69% |
$73.7K - $95.9K
|
67.6K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.87K- 1.51% |
$73.7K - $95.9K
|
122K
$3.28M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.88K- 0.86% |
$73.9K - $96.3K
|
216K
$5.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.88K- 1.78% |
$74.1K - $96.4K
|
104K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.89K- 5.04% |
$74.3K - $96.7K
|
35.5K
$956K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.91K- 6.69% |
$75.4K - $98.1K
|
26.7K
$718K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.92K- 6.42% |
$75.5K - $98.3K
|
27.9K
$752K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-1.93K- 26.4% |
$75.8K - $98.7K
|
5.37K
$144K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.93K- 5.51% |
$76K - $99K
|
33.1K
$890K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.95K- 19.46% |
$76.7K - $99.8K
|
8.06K
$217K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.95K- 2.85% |
$76.8K - $100K
|
66.5K
$1.79M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.95K- 16.09% |
$76.9K - $100K
|
10.2K
$274K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.97K- 1.22% |
$77.5K - $101K
|
160K
$4.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.98K- 2.18% |
$78K - $101K
|
88.6K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.98K- 25.52% |
$78K - $101K
|
5.78K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.99K- 22.71% |
$78.3K - $102K
|
6.77K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.01K- 4.01% |
$79.3K - $103K
|
48.3K
$1.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.02K- 17.18% |
$79.4K - $103K
|
9.72K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.04K- 21.42% |
$80.2K - $104K
|
7.47K
$201K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.04K- 23.33% |
$80.2K - $104K
|
6.7K
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 14.55% |
$80.6K - $105K
|
12K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.05K- 0.39% |
$80.7K - $105K
|
522K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.05K- 11.5% |
$80.9K - $105K
|
15.8K
$425K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.07K- 2.09% |
$81.6K - $106K
|
97.1K
$2.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.1K- 3.84% |
$82.7K - $108K
|
52.6K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.13K- 5.54% |
$83.7K - $109K
|
36.2K
$975K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.13K- 25.3% |
$84K - $109K
|
6.3K
$170K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.14K- 10.55% |
$84.3K - $110K
|
18.2K
$489K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-2.15K- 8.1% |
$84.5K - $110K
|
24.3K
$655K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.15K- 9.76% |
$84.6K - $110K
|
19.9K
$534K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.17K- 22.14% |
$85.3K - $111K
|
7.61K
$205K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.17K- 4.9% |
$85.5K - $111K
|
42.1K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.18K- 6.31% |
$86K - $112K
|
32.4K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.19K- 2.74% |
$86.1K - $112K
|
77.5K
$2.09M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.2K- 5.16% |
$86.5K - $113K
|
40.3K
$1.09M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.22K- 3.52% |
$87.5K - $114K
|
60.8K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.22K- 3.62% |
$87.5K - $114K
|
59.1K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-2.23K- 2.04% |
$87.8K - $114K
|
107K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.23K- 20.97% |
$87.9K - $114K
|
8.41K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.24K- 13.58% |
$88.4K - $115K
|
14.3K
$384K
|