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 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
100+ 1.04% |
$3.21K - $3.75K
|
9.7K
$258K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
99+ 0.51% |
$3.18K - $3.71K
|
19.6K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
98+ 1.65% |
$3.14K - $3.68K
|
6.04K
$161K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
93+ 48.19% |
$2.98K - $3.49K
|
286
$7.61K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
93+ 0.08% |
$2.98K - $3.49K
|
118K
$3.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
91+ 3.4% |
$2.92K - $3.41K
|
2.77K
$73.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
90+ 0.06% |
$2.89K - $3.38K
|
142K
$3.77M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
89+ 1.02% |
$2.86K - $3.34K
|
8.84K
$235K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
88+ 0.65% |
$2.82K - $3.3K
|
13.7K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
85+ 0.25% |
$2.73K - $3.19K
|
34.5K
$917K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
83+ 0.73% |
$2.66K - $3.11K
|
11.5K
$306K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
81+ 0.7% |
$2.6K - $3.04K
|
11.6K
$310K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
81+ 0.6% |
$2.6K - $3.04K
|
13.5K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
81+ 0.83% |
$2.6K - $3.04K
|
9.86K
$262K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
80New |
$2.57K - $3K
|
80
$2.13K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
80+ 0.15% |
$2.57K - $3K
|
53.1K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
73+ 0.81% |
$2.34K - $2.74K
|
9.03K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
72+ 0.15% |
$2.31K - $2.7K
|
47.6K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
72+ 0.05% |
$2.31K - $2.7K
|
148K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70+ 0.4% |
$2.25K - $2.63K
|
17.8K
$473K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
69+ 0.88% |
$2.21K - $2.59K
|
7.93K
$211K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
65+ 0.48% |
$2.09K - $2.44K
|
13.5K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
64+ 0.81% |
$2.05K - $2.4K
|
8K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
63+ 0.24% |
$2.02K - $2.36K
|
26.6K
$708K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
56+ 0.3% |
$1.8K - $2.1K
|
19K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
55+ 0.15% |
$1.76K - $2.06K
|
37.7K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
54+ 30.86% |
$1.73K - $2.03K
|
229
$6.1K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52+ 0.15% |
$1.67K - $1.95K
|
35.1K
$935K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
51New |
$1.64K - $1.91K
|
51
$1.36K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
47+ 0.5% |
$1.51K - $1.76K
|
9.49K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
45+ 0.36% |
$1.44K - $1.69K
|
12.5K
$333K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
45+ 0.79% |
$1.44K - $1.69K
|
5.77K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
44+ 0.22% |
$1.41K - $1.65K
|
20.5K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
43+ 0.02% |
$1.38K - $1.61K
|
215K
$5.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
42+ 1.48% |
$1.35K - $1.58K
|
2.87K
$76.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40New |
$1.28K - $1.5K
|
40
$1.06K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
39+ 0.4% |
$1.25K - $1.46K
|
9.79K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
39+ 0.33% |
$1.25K - $1.46K
|
11.8K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
39+ 0.62% |
$1.25K - $1.46K
|
6.37K
$170K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
37+ 0.06% |
$1.19K - $1.39K
|
59.5K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 2.43% |
$1.09K - $1.28K
|
1.43K
$38.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
33+ 0.53% |
$1.06K - $1.24K
|
6.26K
$167K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 0.28% |
$963 - $1.13K
|
10.6K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30+ 0.2% |
$963 - $1.13K
|
15.3K
$406K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.46% |
$931 - $1.09K
|
6.27K
$167K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
29+ 0.17% |
$931 - $1.09K
|
17.5K
$466K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
29+ 0.33% |
$931 - $1.09K
|
8.78K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
27+ 0.4% |
$866 - $1.01K
|
6.79K
$181K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
26+ 1.14% |
$834 - $975
|
2.31K
$61.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.16% |
$802 - $938
|
15.4K
$410K
|