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
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.91K- 6.93% |
$222K - $259K
|
92.7K
$2.09M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.92K- 11.97% |
$222K - $259K
|
50.9K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.96K- 6.29% |
$223K - $261K
|
104K
$2.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-6.98K- 19.58% |
$224K - $262K
|
28.7K
$646K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-6.99K- 16.32% |
$224K - $262K
|
35.8K
$807K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.04K- 27.3% |
$226K - $264K
|
18.7K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.09K- 8.1% |
$228K - $266K
|
80.4K
$1.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-7.15K- 11.81% |
$230K - $268K
|
53.4K
$1.2M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-7.15K- 46.33% |
$230K - $268K
|
8.28K
$187K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-7.17K- 25.46% |
$230K - $269K
|
21K
$473K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.22K- 10.37% |
$232K - $271K
|
62.4K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.36K- 29.72% |
$236K - $276K
|
17.4K
$392K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-7.4K- 5.16% |
$238K - $278K
|
136K
$3.07M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-7.44K- 13.6% |
$239K - $279K
|
47.3K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.48K- 78.43% |
$240K - $281K
|
2.06K
$46.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.51K- 22.04% |
$241K - $282K
|
26.6K
$599K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-7.53K- 7.3% |
$242K - $282K
|
95.6K
$2.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-7.53K- 39.2% |
$242K - $282K
|
11.7K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.55K- 2.72% |
$242K - $283K
|
270K
$6.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.57K- 48.52% |
$243K - $284K
|
8.03K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.59K- 21.09% |
$243K - $285K
|
28.4K
$639K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.59K- 11.64% |
$244K - $285K
|
57.6K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.64K- 9.24% |
$245K - $287K
|
75.1K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-7.65K- 36.63% |
$245K - $287K
|
13.2K
$298K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.68K- 1.98% |
$246K - $288K
|
379K
$8.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-7.72K- 4.23% |
$248K - $290K
|
175K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.78K- 3.58% |
$250K - $292K
|
210K
$4.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.9K- 12.48% |
$253K - $296K
|
55.4K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.93K- 0.55% |
$254K - $297K
|
1.43M
$32.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.97K- 11.63% |
$256K - $299K
|
60.5K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.01K- 4.56% |
$257K - $300K
|
167K
$3.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-8.12K- 3.7% |
$261K - $305K
|
212K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8.14K- 3.7% |
$261K - $305K
|
212K
$4.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.28K- 11.37% |
$266K - $311K
|
64.5K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-8.32K- 82.54% |
$267K - $312K
|
1.76K
$39.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.32K- 42.77% |
$267K - $312K
|
11.1K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8.38K- 13.91% |
$269K - $314K
|
51.8K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.53K- 2.84% |
$274K - $320K
|
292K
$6.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.55K- 9.08% |
$274K - $321K
|
85.6K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.69K- 4.35% |
$279K - $326K
|
191K
$4.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.7K- 7.02% |
$279K - $326K
|
115K
$2.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.73K- 30.92% |
$280K - $327K
|
19.5K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.8K- 26.37% |
$282K - $330K
|
24.6K
$554K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.9K- 7.84% |
$286K - $334K
|
105K
$2.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-8.93K- 5.71% |
$286K - $335K
|
147K
$3.32M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-9K- 7.96% |
$289K - $338K
|
104K
$2.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-9.02K- 49.46% |
$289K - $338K
|
9.21K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.16K- 13.22% |
$294K - $344K
|
60.1K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9.17K- 32.17% |
$294K - $344K
|
19.3K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-9.25K- 27.18% |
$297K - $347K
|
24.8K
$558K
|