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 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-765- 1.01% |
$24.5K - $28.7K
|
74.6K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-772- 1.86% |
$24.8K - $29K
|
40.8K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-775- 2.63% |
$24.9K - $29.1K
|
28.7K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-779- 1.16% |
$25K - $29.2K
|
66.4K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-780- 0.06% |
$25K - $29.3K
|
1.29M
$34.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-782- 2.9% |
$25.1K - $29.3K
|
26.2K
$697K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-783- 7.0% |
$25.1K - $29.4K
|
10.4K
$276K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-785- 38.84% |
$25.2K - $29.4K
|
1.24K
$32.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-792- 1.15% |
$25.4K - $29.7K
|
67.9K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-799- 3.9% |
$25.6K - $30K
|
19.7K
$523K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-800- 11.55% |
$25.7K - $30K
|
6.13K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-803- 16.12% |
$25.8K - $30.1K
|
4.18K
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-810- 2.66% |
$26K - $30.4K
|
29.7K
$789K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-813- 6.56% |
$26.1K - $30.5K
|
11.6K
$308K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-821- 3.55% |
$26.3K - $30.8K
|
22.3K
$593K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-823- 2.45% |
$26.4K - $30.9K
|
32.8K
$872K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-824- 6.72% |
$26.4K - $30.9K
|
11.4K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-824- 6.75% |
$26.4K - $30.9K
|
11.4K
$303K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-825- 1.7% |
$26.5K - $30.9K
|
47.8K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-825- 5.74% |
$26.5K - $30.9K
|
13.5K
$360K
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-832- 5.62% |
$26.7K - $31.2K
|
14K
$372K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-832- 3.82% |
$26.7K - $31.2K
|
21K
$558K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-837- 2.16% |
$26.9K - $31.4K
|
37.8K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-841- 5.05% |
$27K - $31.5K
|
15.8K
$420K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-841- 3.72% |
$27K - $31.5K
|
21.8K
$579K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-844- 1.9% |
$27.1K - $31.7K
|
43.5K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-853- 2.59% |
$27.4K - $32K
|
32.1K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-853- 8.23% |
$27.4K - $32K
|
9.51K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-855- 5.91% |
$27.4K - $32.1K
|
13.6K
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-856- 4.85% |
$27.5K - $32.1K
|
16.8K
$447K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-857- 11.91% |
$27.5K - $32.1K
|
6.34K
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-857- 1.58% |
$27.5K - $32.1K
|
53.2K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-858- 6.14% |
$27.5K - $32.2K
|
13.1K
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-859- 1.32% |
$27.6K - $32.2K
|
64.3K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-861- 7.61% |
$27.6K - $32.3K
|
10.5K
$278K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-865- 1.97% |
$27.8K - $32.4K
|
43K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-882- 10.07% |
$28.3K - $33.1K
|
7.88K
$209K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-883- 5.79% |
$28.3K - $33.1K
|
14.4K
$382K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-884- 12.62% |
$28.4K - $33.2K
|
6.12K
$163K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-884- 28.28% |
$28.4K - $33.2K
|
2.24K
$59.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-884- 1.37% |
$28.4K - $33.2K
|
63.5K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-887- 9.25% |
$28.5K - $33.3K
|
8.7K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-888- 2.25% |
$28.5K - $33.3K
|
38.7K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-893- 5.05% |
$28.7K - $33.5K
|
16.8K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-898- 3.52% |
$28.8K - $33.7K
|
24.6K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-898- 8.31% |
$28.8K - $33.7K
|
9.9K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-900- 5.59% |
$28.9K - $33.8K
|
15.2K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-905- 1.21% |
$29K - $33.9K
|
74.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-909- 2.32% |
$29.2K - $34.1K
|
38.3K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-910- 4.41% |
$29.2K - $34.1K
|
19.7K
$525K
|