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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-6.03K- 3.47% |
$237K - $309K
|
168K
$4.46M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6.04K- 2.76% |
$238K - $310K
|
212K
$5.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.06K- 3.64% |
$239K - $311K
|
160K
$4.27M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6.22K- 42.95% |
$245K - $319K
|
8.26K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.29K- 16.15% |
$248K - $322K
|
32.6K
$869K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.29K- 13.66% |
$248K - $323K
|
39.8K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-6.3K- 6.55% |
$248K - $323K
|
89.9K
$2.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.33K- 12.83% |
$249K - $324K
|
43K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-6.38K- 24.08% |
$251K - $327K
|
20.1K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6.4K- 25.35% |
$252K - $328K
|
18.9K
$502K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-6.46K- 2.56% |
$254K - $331K
|
246K
$6.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-6.46K- 41.65% |
$255K - $331K
|
9.05K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.5K- 1.6% |
$256K - $333K
|
399K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-6.54K- 1.14% |
$258K - $335K
|
570K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.55K- 2.74% |
$258K - $336K
|
233K
$6.2M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.59K- 35.94% |
$260K - $338K
|
11.7K
$313K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.62K- 15.9% |
$261K - $339K
|
35K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.66K- 2.58% |
$262K - $342K
|
252K
$6.7M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.68K- 0.91% |
$263K - $343K
|
731K
$19.5M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-6.73K- 19.49% |
$265K - $345K
|
27.8K
$740K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6.74K- 0.96% |
$265K - $346K
|
699K
$18.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-6.74K- 33.97% |
$266K - $346K
|
13.1K
$349K
|
|
|
Apr 17, 2023
Q1 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-6.77K- 1.38% |
$266K - $347K
|
485K
$12.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.83K- 4.47% |
$269K - $350K
|
146K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-6.85K- 10.25% |
$270K - $351K
|
60K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-6.95K- 4.43% |
$274K - $356K
|
150K
$3.99M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.98K- 2.07% |
$275K - $358K
|
330K
$8.79M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-6.99K- 3.4% |
$275K - $358K
|
198K
$5.28M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-7K- 2.88% |
$276K - $359K
|
236K
$6.28M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7K- 1.04% |
$276K - $359K
|
665K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.06K- 22.91% |
$278K - $362K
|
23.8K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.07K- 2.13% |
$278K - $362K
|
325K
$8.65M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-7.14K- 4.34% |
$281K - $366K
|
158K
$4.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-7.15K- 3.56% |
$282K - $367K
|
194K
$5.16M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.15K- 8.04% |
$282K - $367K
|
81.8K
$2.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-7.15K- 3.44% |
$282K - $367K
|
201K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.17K- 1.4% |
$282K - $368K
|
505K
$13.4M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-7.27K- 24.47% |
$286K - $373K
|
22.4K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-7.27K- 3.32% |
$286K - $373K
|
212K
$5.63M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.27K- 16.45% |
$286K - $373K
|
36.9K
$983K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-7.35K- 10.85% |
$290K - $377K
|
60.4K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.39K- 6.31% |
$291K - $379K
|
110K
$2.92M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-7.39K- 33.09% |
$291K - $379K
|
14.9K
$398K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-7.43K- 15.46% |
$293K - $381K
|
40.6K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.44K- 7.39% |
$293K - $381K
|
93.1K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.44K- 4.0% |
$293K - $382K
|
179K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.45K- 11.93% |
$293K - $382K
|
55K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-7.54K- 35.01% |
$297K - $387K
|
14K
$372K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-7.57K- 12.34% |
$298K - $388K
|
53.8K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-7.6K- 3.05% |
$299K - $390K
|
242K
$6.43M
|