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 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.75K- 6.35% |
$152K - $178K
|
70K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.75K- 8.56% |
$153K - $178K
|
50.8K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4.82K- 14.26% |
$155K - $181K
|
29K
$779K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.82K- 8.22% |
$155K - $181K
|
53.9K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.87K- 2.55% |
$156K - $183K
|
186K
$5.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.91K- 6.45% |
$158K - $184K
|
71.1K
$1.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.95K- 13.54% |
$159K - $186K
|
31.6K
$850K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.98K- 8.48% |
$160K - $187K
|
53.8K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.99K- 3.06% |
$160K - $187K
|
158K
$4.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-5K- 3.73% |
$160K - $187K
|
129K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5K- 8.34% |
$160K - $188K
|
54.9K
$1.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.03K- 15.48% |
$161K - $189K
|
27.5K
$738K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.04K- 2.92% |
$162K - $189K
|
167K
$4.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.15K- 2.38% |
$165K - $193K
|
211K
$5.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.15K- 6.99% |
$165K - $193K
|
68.5K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.15K- 0.72% |
$165K - $193K
|
707K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-5.18K- 4.67% |
$166K - $194K
|
106K
$2.84M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-5.19K- 15.45% |
$167K - $195K
|
28.4K
$764K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.22K- 40.12% |
$167K - $196K
|
7.78K
$209K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.27K- 61.91% |
$169K - $198K
|
3.24K
$87.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-5.3K- 26.63% |
$170K - $199K
|
14.6K
$393K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-5.3K- 14.18% |
$170K - $199K
|
32.1K
$862K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.3K- 43.49% |
$170K - $199K
|
6.89K
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-5.32K- 9.23% |
$171K - $200K
|
52.3K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.32K- 0.94% |
$171K - $200K
|
563K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.4K- 44.91% |
$173K - $203K
|
6.62K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-5.45K- 11.06% |
$175K - $204K
|
43.8K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5.47K- 6.01% |
$176K - $205K
|
85.6K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-5.48K- 0.2% |
$176K - $206K
|
2.72M
$73.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-5.51K- 1.73% |
$177K - $207K
|
313K
$8.42M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-5.54K- 14.04% |
$178K - $208K
|
33.9K
$912K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5.56K- 28.31% |
$178K - $208K
|
14.1K
$378K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5.56K- 28.31% |
$178K - $208K
|
14.1K
$378K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5.57K- 8.44% |
$179K - $209K
|
60.4K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.74K- 18.67% |
$184K - $215K
|
25K
$672K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.74K- 18.67% |
$184K - $215K
|
25K
$672K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 34.43% |
$185K - $217K
|
11K
$296K
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-5.84K- 9.46% |
$188K - $219K
|
55.9K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5.86K- 10.57% |
$188K - $220K
|
49.6K
$1.33M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.87K- 39.9% |
$188K - $220K
|
8.85K
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-5.87K- 16.19% |
$188K - $220K
|
30.4K
$818K
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-5.88K- 41.42% |
$189K - $220K
|
8.31K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6K- 31.24% |
$192K - $225K
|
13.2K
$355K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.09K- 9.5% |
$196K - $229K
|
58K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-6.1K- 10.59% |
$196K - $229K
|
51.5K
$1.38M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.1KClosed |
$196K - $229K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-6.1K- 43.79% |
$196K - $229K
|
7.84K
$211K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-6.12K- 26.28% |
$196K - $230K
|
17.2K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.13K- 2.28% |
$197K - $230K
|
263K
$7.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.16K- 8.87% |
$198K - $231K
|
63.3K
$1.7M
|