Purchases and Sales Made in Q3 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
4.9K+ 31.15% |
$157K - $184K
|
20.6K
$551K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
4.88K+ 29.9% |
$157K - $183K
|
21.2K
$567K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
4.87K+ 10.92% |
$156K - $183K
|
49.5K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
4.82K+ 3.48% |
$155K - $181K
|
143K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.81K+ 4.09% |
$154K - $180K
|
122K
$3.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4.8K+ 29.67% |
$154K - $180K
|
21K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
4.8K+ 7.24% |
$154K - $180K
|
71.1K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.76K+ 18.23% |
$153K - $179K
|
30.9K
$826K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.71K+ 13.74% |
$151K - $177K
|
39K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4.71K+ 2.96% |
$151K - $177K
|
164K
$4.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
4.69K+ 9.51% |
$151K - $176K
|
54K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.67K+ 2.04% |
$150K - $175K
|
233K
$6.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.66K+ 26.65% |
$149K - $175K
|
22.1K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.61K+ 16.38% |
$148K - $173K
|
32.7K
$876K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.54K+ 8.05% |
$146K - $170K
|
60.9K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
4.5K+ 18.53% |
$145K - $169K
|
28.8K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.41K+ 3.92% |
$141K - $165K
|
117K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.4K+ 0.45% |
$141K - $165K
|
975K
$26.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.4K+ 11.86% |
$141K - $165K
|
41.5K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
4.36K+ 0.5% |
$140K - $164K
|
876K
$23.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.36K+ 8.41% |
$140K - $164K
|
56.2K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.35K+ 8.11% |
$139K - $163K
|
57.9K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.33KNew |
$139K - $162K
|
4.33K
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.29K+ 1.97% |
$138K - $161K
|
222K
$5.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.28K+ 5.96% |
$137K - $160K
|
76K
$2.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.21K+ 7.5% |
$135K - $158K
|
60.3K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.19K+ 57.72% |
$135K - $157K
|
11.5K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
4.18K+ 0.57% |
$134K - $157K
|
732K
$19.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
4.16K+ 3.16% |
$134K - $156K
|
136K
$3.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.12K+ 102.59% |
$132K - $155K
|
8.14K
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.1K+ 0.69% |
$132K - $154K
|
603K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
4.1K+ 3.12% |
$131K - $154K
|
135K
$3.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.07K+ 812.18% |
$131K - $153K
|
4.57K
$122K
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
4.07K+ 54.48% |
$131K - $153K
|
11.5K
$308K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.03K+ 17.84% |
$129K - $151K
|
26.6K
$712K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.02K+ 3.89% |
$129K - $151K
|
107K
$2.87M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.01KNew |
$129K - $150K
|
4.01K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
4K+ 1.42% |
$128K - $150K
|
285K
$7.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4KNew |
$128K - $150K
|
4K
$107K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.99K+ 11.74% |
$128K - $150K
|
38K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.96K+ 7.86% |
$127K - $149K
|
54.4K
$1.45M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.95K+ 7.12% |
$127K - $148K
|
59.5K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.94K+ 4.85% |
$127K - $148K
|
85.2K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
3.91K+ 2.24% |
$126K - $147K
|
179K
$4.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
3.88K+ 2.51% |
$124K - $145K
|
158K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.83K+ 2.9% |
$123K - $144K
|
136K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.8K+ 6.82% |
$122K - $143K
|
59.5K
$1.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.75K+ 4.21% |
$120K - $141K
|
92.9K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.72K+ 27.61% |
$119K - $140K
|
17.2K
$460K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.72K+ 8.29% |
$119K - $139K
|
48.5K
$1.3M
|