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 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-603- 4.2% |
$19.4K - $22.6K
|
13.8K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-604- 3.92% |
$19.4K - $22.7K
|
14.8K
$394K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-608- 48.33% |
$19.5K - $22.8K
|
650
$17.3K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-609- 1.27% |
$19.5K - $22.8K
|
47.3K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-609- 1.53% |
$19.5K - $22.8K
|
39.1K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-613- 3.08% |
$19.7K - $23K
|
19.3K
$513K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-613- 1.79% |
$19.7K - $23K
|
33.6K
$893K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-615- 12.64% |
$19.7K - $23.1K
|
4.25K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-617- 2.86% |
$19.8K - $23.1K
|
20.9K
$556K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-618- 1.23% |
$19.8K - $23.2K
|
49.5K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-620- 1.21% |
$19.9K - $23.3K
|
50.8K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-625- 3.27% |
$20.1K - $23.4K
|
18.5K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-626- 5.3% |
$20.1K - $23.5K
|
11.2K
$297K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-628- 1.59% |
$20.2K - $23.6K
|
38.9K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-632- 3.96% |
$20.3K - $23.7K
|
15.3K
$408K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-638- 5.45% |
$20.5K - $23.9K
|
11.1K
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-644- 0.83% |
$20.7K - $24.2K
|
76.5K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-652- 2.79% |
$20.9K - $24.5K
|
22.7K
$603K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-653- 7.77% |
$21K - $24.5K
|
7.75K
$206K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-661- 9.1% |
$21.2K - $24.8K
|
6.6K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-667- 18.02% |
$21.4K - $25K
|
3.03K
$80.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-677- 2.58% |
$21.7K - $25.4K
|
25.6K
$680K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-685- 0.98% |
$22K - $25.7K
|
69.1K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-686- 7.42% |
$22K - $25.7K
|
8.56K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-688- 0.67% |
$22.1K - $25.8K
|
102K
$2.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-690- 0.55% |
$22.1K - $25.9K
|
126K
$3.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-691- 5.44% |
$22.2K - $25.9K
|
12K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-693- 3.12% |
$22.2K - $26K
|
21.5K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-694- 0.13% |
$22.3K - $26K
|
516K
$13.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-696- 9.09% |
$22.3K - $26.1K
|
6.96K
$185K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-697- 8.08% |
$22.4K - $26.1K
|
7.93K
$211K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-700- 2.63% |
$22.5K - $26.3K
|
25.9K
$690K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-700- 3.48% |
$22.5K - $26.3K
|
19.4K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-700- 5.06% |
$22.5K - $26.3K
|
13.1K
$349K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-701- 1.1% |
$22.5K - $26.3K
|
63.1K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-702- 3.03% |
$22.5K - $26.3K
|
22.4K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-710- 4.86% |
$22.8K - $26.6K
|
13.9K
$369K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-714- 0.64% |
$22.9K - $26.8K
|
111K
$2.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-720- 6.9% |
$23.1K - $27K
|
9.72K
$258K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-723- 2.45% |
$23.2K - $27.1K
|
28.8K
$767K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-725- 5.37% |
$23.3K - $27.2K
|
12.8K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-732- 3.81% |
$23.5K - $27.5K
|
18.5K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-745- 5.67% |
$23.9K - $27.9K
|
12.4K
$329K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-750- 4.26% |
$24.1K - $28.1K
|
16.9K
$448K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-750- 8.6% |
$24.1K - $28.1K
|
7.97K
$212K
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-750- 3.52% |
$24.1K - $28.1K
|
20.6K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-750- 43.99% |
$24.1K - $28.1K
|
955
$25.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-753- 4.3% |
$24.2K - $28.2K
|
16.8K
$446K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-758- 0.06% |
$24.3K - $28.4K
|
1.34M
$35.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-760- 0.41% |
$24.4K - $28.5K
|
186K
$4.93M
|