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 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-22.9K- 58.84% |
$735K - $860K
|
16K
$361K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-22.9K- 8.15% |
$736K - $860K
|
259K
$5.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-22.9K- 15.77% |
$736K - $861K
|
123K
$2.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 12.55% |
$741K - $866K
|
161K
$3.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23.3K- 10.29% |
$749K - $875K
|
203K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-23.5K- 4.52% |
$755K - $882K
|
497K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-23.6K- 22.02% |
$758K - $886K
|
83.6K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.6K- 15.38% |
$758K - $886K
|
130K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-24K- 37.67% |
$770K - $899K
|
39.7K
$894K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24K- 73.99% |
$770K - $900K
|
8.44K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24K- 39.52% |
$771K - $901K
|
36.7K
$828K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24K- 18.01% |
$771K - $902K
|
109K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-24.2K- 16.74% |
$777K - $908K
|
120K
$2.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-24.3K- 0.91% |
$781K - $913K
|
2.64M
$59.4M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 65.22% |
$782K - $914K
|
13K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-24.6K- 1.63% |
$789K - $923K
|
1.49M
$33.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.6K- 3.83% |
$790K - $924K
|
618K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25.4K- 25.61% |
$814K - $952K
|
73.7K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25.4K- 93.09% |
$815K - $953K
|
1.89K
$42.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25.4K- 11.61% |
$816K - $954K
|
193K
$4.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-25.7K- 9.29% |
$823K - $962K
|
250K
$5.64M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25.7K- 9.29% |
$823K - $962K
|
250K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-25.7K- 7.12% |
$825K - $964K
|
335K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-26K- 22.81% |
$833K - $974K
|
87.8K
$1.98M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-26.4K- 2.7% |
$847K - $990K
|
952K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26.4K- 99.0% |
$848K - $991K
|
266
$5.99K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26.4K- 4.13% |
$848K - $992K
|
614K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-26.5K- 6.73% |
$850K - $993K
|
367K
$8.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-27.7K- 77.33% |
$887K - $1.04M
|
8.11K
$183K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-28.2K- 26.56% |
$906K - $1.06M
|
78.1K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28.3K- 12.85% |
$907K - $1.06M
|
192K
$4.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-28.4K- 52.92% |
$910K - $1.06M
|
25.2K
$568K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-28.4K- 14.11% |
$912K - $1.07M
|
173K
$3.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-28.5K- 10.24% |
$913K - $1.07M
|
250K
$5.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-28.8K- 5.07% |
$923K - $1.08M
|
539K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-29K- 31.35% |
$931K - $1.09M
|
63.5K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.7K- 5.64% |
$953K - $1.11M
|
497K
$11.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-29.8K- 9.41% |
$956K - $1.12M
|
287K
$6.46M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-29.9K- 31.87% |
$959K - $1.12M
|
63.9K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-30.2K- 3.5% |
$969K - $1.13M
|
834K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-30.4K- 2.88% |
$976K - $1.14M
|
1.03M
$23.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30.5K- 4.07% |
$978K - $1.14M
|
719K
$16.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31.3K- 16.04% |
$1M - $1.17M
|
164K
$3.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-31.7K- 34.02% |
$1.02M - $1.19M
|
61.4K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-32K- 10.48% |
$1.03M - $1.2M
|
273K
$6.15M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-32.1K- 54.15% |
$1.03M - $1.2M
|
27.2K
$612K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-32.5K- 4.25% |
$1.04M - $1.22M
|
732K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-32.8K- 21.34% |
$1.05M - $1.23M
|
121K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-32.8K- 51.14% |
$1.05M - $1.23M
|
31.3K
$706K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 35.08% |
$1.05M - $1.23M
|
60.8K
$1.37M
|