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
|
Parkside Financial Bank & Trust
|
BUY
|
- |
197+ 0.47% |
$6.32K - $7.39K
|
42K
$1.12M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
197+ 0.31% |
$6.32K - $7.39K
|
64.5K
$1.72M
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
195+ 2.26% |
$6.26K - $7.31K
|
8.83K
$235K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
194+ 3.51% |
$6.23K - $7.28K
|
5.72K
$152K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
193+ 1.47% |
$6.19K - $7.24K
|
13.3K
$354K
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
190+ 0.87% |
$6.1K - $7.13K
|
22.1K
$587K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
190+ 0.34% |
$6.1K - $7.13K
|
55.6K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
182+ 2.77% |
$5.84K - $6.83K
|
6.76K
$180K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
180+ 1.31% |
$5.78K - $6.75K
|
14K
$371K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
176+ 1.64% |
$5.65K - $6.6K
|
10.9K
$290K
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
175+ 1.49% |
$5.62K - $6.56K
|
11.9K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
173+ 1.72% |
$5.55K - $6.49K
|
10.3K
$273K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
172+ 0.52% |
$5.52K - $6.45K
|
33.4K
$888K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
171+ 28.93% |
$5.49K - $6.41K
|
762
$20.3K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
161+ 2.66% |
$5.17K - $6.04K
|
6.22K
$166K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
161+ 0.51% |
$5.17K - $6.04K
|
31.6K
$842K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
156+ 2.29% |
$5.01K - $5.85K
|
6.98K
$186K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
156+ 2.0% |
$5.01K - $5.85K
|
7.95K
$212K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
153+ 1.42% |
$4.91K - $5.74K
|
10.9K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
152+ 0.42% |
$4.88K - $5.7K
|
36.3K
$965K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
151+ 0.69% |
$4.85K - $5.66K
|
22.1K
$590K
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
150+ 1.32% |
$4.81K - $5.63K
|
11.5K
$307K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
149+ 0.92% |
$4.78K - $5.59K
|
16.3K
$435K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144+ 7.79% |
$4.62K - $5.4K
|
1.99K
$53.1K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
144+ 7.46% |
$4.62K - $5.4K
|
2.07K
$55.2K
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
144+ 1.29% |
$4.62K - $5.4K
|
11.3K
$302K
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
142+ 110.94% |
$4.56K - $5.33K
|
270
$7.19K
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
142+ 2.15% |
$4.56K - $5.33K
|
6.75K
$180K
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
142+ 1.22% |
$4.56K - $5.33K
|
11.7K
$312K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
141+ 0.68% |
$4.52K - $5.29K
|
20.9K
$557K
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
139+ 1.17% |
$4.46K - $5.21K
|
12K
$320K
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
138+ 1.33% |
$4.43K - $5.18K
|
10.5K
$280K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
136+ 1.1% |
$4.36K - $5.1K
|
12.4K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
133+ 0.07% |
$4.27K - $4.99K
|
178K
$4.74M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
131+ 2.02% |
$4.2K - $4.91K
|
6.63K
$176K
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
129+ 0.19% |
$4.14K - $4.84K
|
67.9K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
127+ 0.1% |
$4.08K - $4.76K
|
132K
$3.51M
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
123+ 0.62% |
$3.95K - $4.61K
|
19.8K
$528K
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
122+ 0.8% |
$3.91K - $4.58K
|
15.4K
$409K
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
122+ 0.45% |
$3.91K - $4.58K
|
26.9K
$717K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
118+ 1.5% |
$3.79K - $4.43K
|
7.97K
$212K
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
116+ 0.16% |
$3.72K - $4.35K
|
72.9K
$1.94M
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
116+ 0.16% |
$3.72K - $4.35K
|
72.9K
$1.94M
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
115+ 1.09% |
$3.69K - $4.31K
|
10.7K
$284K
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
113+ 1.56% |
$3.63K - $4.24K
|
7.35K
$196K
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
109+ 0.64% |
$3.5K - $4.09K
|
17.2K
$458K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
109New |
$3.5K - $4.09K
|
109
$2.9K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108+ 1.91% |
$3.47K - $4.05K
|
5.78K
$154K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
105+ 1.01% |
$3.37K - $3.94K
|
10.5K
$280K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
105+ 0.94% |
$3.37K - $3.94K
|
11.3K
$302K
|