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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.1K- 7.79% |
$389K - $455K
|
143K
$3.23M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-12.2K- 10.85% |
$391K - $458K
|
100K
$2.26M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.3K- 3.35% |
$395K - $461K
|
354K
$7.99M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.4K- 2.83% |
$396K - $463K
|
424K
$9.55M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.4K- 3.34% |
$397K - $465K
|
359K
$8.09M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-12.4K- 5.05% |
$399K - $466K
|
234K
$5.26M
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-12.5K- 17.09% |
$402K - $469K
|
60.7K
$1.37M
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-12.8K- 33.89% |
$412K - $481K
|
25K
$564K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13K- 16.66% |
$417K - $487K
|
64.9K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13K- 5.24% |
$417K - $487K
|
235K
$5.29M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.2K- 4.11% |
$423K - $494K
|
308K
$6.93M
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-13.4K- 2.33% |
$429K - $501K
|
561K
$12.6M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-13.4K- 7.81% |
$431K - $504K
|
158K
$3.57M
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-13.8K- 7.49% |
$442K - $516K
|
170K
$3.83M
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-13.8K- 13.32% |
$443K - $518K
|
89.8K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-13.8K- 8.84% |
$443K - $518K
|
142K
$3.21M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-13.9K- 12.07% |
$447K - $523K
|
101K
$2.29M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14K- 15.2% |
$448K - $523K
|
77.9K
$1.75M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14K- 15.2% |
$448K - $523K
|
77.9K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14K- 8.19% |
$448K - $524K
|
157K
$3.53M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14K- 3.44% |
$449K - $525K
|
393K
$8.86M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14.1K- 5.91% |
$451K - $528K
|
224K
$5.05M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-14.1K- 51.9% |
$453K - $529K
|
13.1K
$295K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14.3K- 50.01% |
$459K - $536K
|
14.3K
$322K
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-14.4K- 4.92% |
$463K - $541K
|
278K
$6.27M
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 65.22% |
$468K - $547K
|
7.78K
$175K
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-14.6K- 8.65% |
$468K - $547K
|
154K
$3.47M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-15.1K- 7.47% |
$484K - $565K
|
187K
$4.21M
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-15.1K- 10.89% |
$485K - $567K
|
124K
$2.79M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-15.2K- 52.79% |
$488K - $570K
|
13.6K
$306K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-15.2K- 94.43% |
$489K - $571K
|
898
$20.2K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-15.2K- 14.9% |
$489K - $572K
|
87K
$1.96M
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 10.36% |
$490K - $573K
|
132K
$2.98M
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-15.5K- 0.96% |
$498K - $582K
|
1.6M
$36M
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-15.7K- 0.72% |
$503K - $588K
|
2.15M
$48.4M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15.8K- 2.94% |
$506K - $591K
|
521K
$11.7M
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.8K- 53.85% |
$506K - $591K
|
13.5K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15.8K- 0.4% |
$506K - $592K
|
3.88M
$87.5M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-15.8K- 20.22% |
$507K - $593K
|
62.3K
$1.4M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-15.9K- 20.38% |
$511K - $597K
|
62.2K
$1.4M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-16K- 1.38% |
$512K - $599K
|
1.14M
$25.7M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-16.1K- 5.53% |
$517K - $604K
|
275K
$6.2M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-16.1K- 17.38% |
$517K - $605K
|
76.6K
$1.73M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-16.1K- 9.0% |
$518K - $605K
|
163K
$3.68M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-16.2K- 27.77% |
$519K - $607K
|
42.1K
$948K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-16.2K- 36.43% |
$520K - $607K
|
28.3K
$637K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-16.2K- 31.77% |
$520K - $608K
|
34.8K
$785K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-16.3K- 35.98% |
$525K - $613K
|
29.1K
$656K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.4K- 10.39% |
$525K - $614K
|
141K
$3.18M
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.6K- 9.85% |
$533K - $623K
|
152K
$3.43M
|