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 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
351+ 2.92% |
$11.3K - $13.2K
|
12.4K
$329K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
351+ 2.92% |
$11.3K - $13.2K
|
12.4K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
344+ 0.36% |
$11K - $12.9K
|
96.9K
$2.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
342+ 0.53% |
$11K - $12.8K
|
65.1K
$1.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
341+ 2.41% |
$10.9K - $12.8K
|
14.5K
$385K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
337+ 4.05% |
$10.8K - $12.6K
|
8.65K
$230K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
329+ 2.45% |
$10.6K - $12.3K
|
13.8K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
326+ 5.56% |
$10.5K - $12.2K
|
6.19K
$165K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
325+ 1.64% |
$10.4K - $12.2K
|
20.1K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
325+ 3.66% |
$10.4K - $12.2K
|
9.2K
$245K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
317+ 4.56% |
$10.2K - $11.9K
|
7.26K
$193K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
316+ 1.23% |
$10.1K - $11.9K
|
26.1K
$694K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
307+ 4.86% |
$9.85K - $11.5K
|
6.63K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
307+ 0.81% |
$9.85K - $11.5K
|
38.4K
$1.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
302+ 4.1% |
$9.69K - $11.3K
|
7.66K
$204K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
293+ 0.85% |
$9.4K - $11K
|
34.6K
$922K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
282+ 1.92% |
$9.05K - $10.6K
|
15K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
281+ 0.63% |
$9.02K - $10.5K
|
44.8K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
275+ 1.09% |
$8.82K - $10.3K
|
25.6K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
273+ 7.84% |
$8.76K - $10.2K
|
3.76K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
270+ 2.53% |
$8.66K - $10.1K
|
10.9K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
268+ 3.02% |
$8.6K - $10.1K
|
9.14K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
268+ 3.64% |
$8.6K - $10.1K
|
7.64K
$203K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
267+ 6.93% |
$8.57K - $10K
|
4.12K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
265+ 1.65% |
$8.5K - $9.94K
|
16.4K
$435K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
256New |
$8.22K - $9.6K
|
256
$6.81K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
253+ 0.68% |
$8.12K - $9.49K
|
37.3K
$994K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
250+ 1.12% |
$8.02K - $9.38K
|
22.7K
$603K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
250+ 3.46% |
$8.02K - $9.38K
|
7.47K
$199K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
248+ 3.1% |
$7.96K - $9.3K
|
8.24K
$219K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
246+ 2.02% |
$7.89K - $9.23K
|
12.4K
$331K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
239+ 0.85% |
$7.67K - $8.96K
|
28.5K
$757K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
239+ 0.39% |
$7.67K - $8.96K
|
62.2K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
239+ 1.36% |
$7.67K - $8.96K
|
17.9K
$475K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
238+ 2.18% |
$7.64K - $8.93K
|
11.2K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
236+ 0.3% |
$7.57K - $8.85K
|
78.7K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
231+ 2.44% |
$7.41K - $8.66K
|
9.69K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
225+ 0.27% |
$7.22K - $8.44K
|
84.5K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
220+ 0.54% |
$7.06K - $8.25K
|
40.9K
$1.09M
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
210+ 0.42% |
$6.74K - $7.88K
|
50.1K
$1.33M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
207+ 2.23% |
$6.64K - $7.76K
|
9.48K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
205+ 1.95% |
$6.58K - $7.69K
|
10.7K
$285K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
205+ 0.19% |
$6.58K - $7.69K
|
110K
$2.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
204+ 1.32% |
$6.55K - $7.65K
|
15.7K
$418K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
203+ 1.74% |
$6.51K - $7.61K
|
11.9K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
200+ 0.56% |
$6.42K - $7.5K
|
36.1K
$960K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
200New |
$6.42K - $7.5K
|
200
$5.32K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
200+ 1.66% |
$6.42K - $7.5K
|
12.3K
$327K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
200+ 2.57% |
$6.42K - $7.5K
|
7.99K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
200+ 2.64% |
$6.42K - $7.5K
|
7.77K
$207K
|