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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
947+ 2.0% |
$30.4K - $35.5K
|
48.2K
$1.28M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
946+ 6.69% |
$30.4K - $35.5K
|
15.1K
$401K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
946+ 9.11% |
$30.4K - $35.5K
|
11.3K
$302K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
925+ 0.5% |
$29.7K - $34.7K
|
187K
$4.99M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
917+ 13.4% |
$29.4K - $34.4K
|
7.76K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
915+ 86.57% |
$29.4K - $34.3K
|
1.97K
$52.5K
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
912+ 15.39% |
$29.3K - $34.2K
|
6.84K
$182K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
912New |
$29.3K - $34.2K
|
912
$24.3K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
910+ 7.08% |
$29.2K - $34.1K
|
13.8K
$367K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
909+ 1.12% |
$29.2K - $34.1K
|
82.3K
$2.19M
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
905+ 1.44% |
$29K - $33.9K
|
63.7K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
903+ 7.66% |
$29K - $33.9K
|
12.7K
$338K
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
902+ 10.0% |
$28.9K - $33.8K
|
9.92K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
900+ 1.48% |
$28.9K - $33.8K
|
61.7K
$1.64M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
893+ 1.85% |
$28.7K - $33.5K
|
49.1K
$1.31M
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
886+ 6.54% |
$28.4K - $33.2K
|
14.4K
$384K
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
886+ 2.07% |
$28.4K - $33.2K
|
43.6K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
884+ 1.78% |
$28.4K - $33.2K
|
50.5K
$1.34M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
881+ 15.45% |
$28.3K - $33K
|
6.58K
$175K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
881+ 5.94% |
$28.3K - $33K
|
15.7K
$418K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
879+ 1.55% |
$28.2K - $33K
|
57.8K
$1.54M
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
875+ 1.25% |
$28.1K - $32.8K
|
70.8K
$1.89M
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
870+ 83.17% |
$27.9K - $32.6K
|
1.92K
$51K
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
870+ 0.59% |
$27.9K - $32.6K
|
149K
$3.97M
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
869+ 3.22% |
$27.9K - $32.6K
|
27.9K
$741K
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
864+ 3.74% |
$27.7K - $32.4K
|
23.9K
$637K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
862+ 8.25% |
$27.7K - $32.3K
|
11.3K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
858+ 14.53% |
$27.5K - $32.2K
|
6.76K
$180K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
858+ 14.53% |
$27.5K - $32.2K
|
6.76K
$180K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
850+ 1.31% |
$27.3K - $31.9K
|
65.8K
$1.75M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
840+ 0.79% |
$27K - $31.5K
|
108K
$2.87M
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
840+ 38.96% |
$27K - $31.5K
|
3K
$79.8K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
837+ 1.27% |
$26.9K - $31.4K
|
66.8K
$1.78M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
834+ 1.94% |
$26.8K - $31.3K
|
43.8K
$1.17M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
833+ 9.54% |
$26.7K - $31.2K
|
9.56K
$255K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
831+ 6.16% |
$26.7K - $31.2K
|
14.3K
$381K
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
813+ 10.03% |
$26.1K - $30.5K
|
8.92K
$237K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
811+ 1.74% |
$26K - $30.4K
|
47.4K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
809+ 9.18% |
$26K - $30.3K
|
9.62K
$256K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
803+ 10.64% |
$25.8K - $30.1K
|
8.35K
$222K
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
800+ 6.03% |
$25.7K - $30K
|
14.1K
$374K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
797+ 3.25% |
$25.6K - $29.9K
|
25.3K
$674K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
787+ 7.87% |
$25.3K - $29.5K
|
10.8K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
782+ 2.53% |
$25.1K - $29.3K
|
31.8K
$845K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
779+ 3.07% |
$25K - $29.2K
|
26.1K
$695K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
771+ 2.47% |
$24.7K - $28.9K
|
32K
$853K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
770+ 2.43% |
$24.7K - $28.9K
|
32.4K
$863K
|
|
May 17, 2024
Q3 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
762+ 0.17% |
$24.5K - $28.6K
|
448K
$11.9M
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
750+ 0.92% |
$24.1K - $28.1K
|
82K
$2.18M
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
750+ 3.49% |
$24.1K - $28.1K
|
22.3K
$593K
|