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
|
Stephens Inc
|
SELL
|
- |
-16.7K- 3.26% |
$536K - $627K
|
497K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-16.7K- 21.72% |
$537K - $628K
|
60.3K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-16.8K- 18.5% |
$540K - $632K
|
74.2K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-17K- 33.2% |
$544K - $636K
|
34.1K
$769K
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-17K- 15.61% |
$545K - $637K
|
91.9K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-17.2K- 1.45% |
$551K - $644K
|
1.17M
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-17.2K- 32.4% |
$552K - $645K
|
35.9K
$808K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.2K- 17.28% |
$552K - $645K
|
82.3K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-17.2K- 22.53% |
$552K - $645K
|
59.2K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-17.3K- 35.41% |
$555K - $648K
|
31.5K
$710K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-17.4K- 6.35% |
$560K - $654K
|
257K
$5.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-17.6K- 51.97% |
$563K - $659K
|
16.2K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17.6K- 7.54% |
$566K - $661K
|
216K
$4.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-17.8K- 26.03% |
$571K - $667K
|
50.6K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-17.8K- 5.79% |
$572K - $669K
|
290K
$6.54M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-17.9K- 12.78% |
$575K - $672K
|
122K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-17.9K- 11.75% |
$575K - $672K
|
135K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-18K- 1.78% |
$576K - $673K
|
992K
$22.3M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-18.1K- 3.04% |
$581K - $679K
|
577K
$13M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 59.89% |
$596K - $696K
|
12.4K
$280K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.6K- 10.63% |
$598K - $699K
|
157K
$3.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-18.9K- 8.59% |
$606K - $709K
|
201K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-19.1K- 3.55% |
$614K - $717K
|
520K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.2K- 0.58% |
$615K - $719K
|
3.27M
$73.6M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-19.7K- 41.26% |
$632K - $738K
|
28K
$631K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-19.9K- 3.81% |
$640K - $748K
|
503K
$11.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-19.9K- 6.21% |
$640K - $748K
|
301K
$6.79M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20K- 35.18% |
$642K - $750K
|
36.8K
$830K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20K- 11.54% |
$642K - $751K
|
153K
$3.45M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-20.2K- 7.76% |
$648K - $757K
|
240K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-20.3K- 2.66% |
$651K - $760K
|
741K
$16.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.4K- 14.15% |
$655K - $765K
|
124K
$2.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20.5K- 6.22% |
$658K - $769K
|
309K
$6.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.6K- 3.75% |
$660K - $772K
|
529K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21K- 90.93% |
$674K - $787K
|
2.1K
$47.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-21.3K- 58.62% |
$684K - $799K
|
15K
$339K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-21.3K- 37.31% |
$684K - $800K
|
35.8K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21.5K- 4.81% |
$692K - $808K
|
426K
$9.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-21.8K- 7.0% |
$701K - $820K
|
290K
$6.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.9K- 3.57% |
$702K - $821K
|
591K
$13.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-21.9K- 41.95% |
$703K - $822K
|
30.3K
$683K
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-22K- 29.26% |
$705K - $824K
|
53.1K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-22K- 40.0% |
$706K - $825K
|
33K
$743K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-22K- 21.17% |
$707K - $826K
|
82K
$1.85M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-22.4K- 78.52% |
$720K - $841K
|
6.14K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22.5K- 2.92% |
$722K - $844K
|
748K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22.6K- 12.74% |
$726K - $849K
|
155K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-22.8K- 12.82% |
$731K - $854K
|
155K
$3.49M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-22.8K- 95.4% |
$732K - $855K
|
1.1K
$24.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 8.67% |
$732K - $856K
|
240K
$5.42M
|