Purchases and Sales Made in Q4 2022 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.1% |
$209 - $273
|
4.82K
$128K
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$209 - $273
|
10.4K
$278K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
5+ 0.22% |
$209 - $273
|
2.29K
$61K
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.07% |
$209 - $273
|
7.22K
$192K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
4+ 0.03% |
$167 - $218
|
14.4K
$384K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4+ 0.02% |
$167 - $218
|
19.1K
$508K
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4+ 0.04% |
$167 - $218
|
9.71K
$259K
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.04% |
$167 - $218
|
9.5K
$253K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.32% |
$167 - $218
|
1.25K
$33.3K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4+ 0.07% |
$167 - $218
|
5.57K
$148K
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.33% |
$125 - $164
|
902
$24K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$125 - $164
|
4.98K
$133K
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.05% |
$125 - $164
|
6.6K
$176K
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.05% |
$125 - $164
|
6.09K
$162K
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3+ 0.03% |
$125 - $164
|
9.62K
$256K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.61% |
$83.5 - $109
|
332
$8.84K
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.04% |
$83.5 - $109
|
5.07K
$135K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$83.5 - $109
|
11.5K
$305K
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.01% |
$83.5 - $109
|
15.4K
$410K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.9% |
$83.5 - $109
|
223
$5.94K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.0% |
$41.8 - $54.5
|
35.6K
$948K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.18% |
$41.8 - $54.5
|
566
$15.1K
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$41.8 - $54.5
|
38.8K
$1.03M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.01% |
$41.8 - $54.5
|
7.94K
$211K
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$41.8 - $54.5
|
7.23K
$192K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$41.8 - $54.5
|
7.21K
$192K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$41.8 - $54.5
|
3.21K
$85.3K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 1.89% |
$41.8 - $54.5
|
54
$1.44K
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$41.8 - $54.5
|
12.9K
$344K
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
1+ 0.02% |
$41.8 - $54.5
|
5.89K
$157K
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$41.8 - $54.5
|
4.61K
$123K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$41.8 - $54.5
|
146K
$3.88M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.57% |
$41.8 - $54.5
|
176
$4.69K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.14% |
$41.8 - $54.5
|
696
$18.5K
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-1- -0.0% |
$41.8 - $54.5
|
46.4K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.02% |
$41.8 - $54.5
|
6.4K
$170K
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2- 0.03% |
$83.5 - $109
|
6.55K
$174K
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-4- 0.02% |
$167 - $218
|
17.1K
$456K
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-4- 0.02% |
$167 - $218
|
18.2K
$484K
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$209 - $273
|
25.4K
$675K
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5- 0.02% |
$209 - $273
|
22.2K
$590K
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-6- 0.02% |
$251 - $327
|
39.8K
$1.06M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$251 - $327
|
6.48K
$172K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-6- 8.33% |
$251 - $327
|
66
$1.76K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-6- 3.59% |
$251 - $327
|
161
$4.29K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6- 0.01% |
$251 - $327
|
52.6K
$1.4M
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-7- 0.02% |
$292 - $382
|
44.9K
$1.2M
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-7- 0.04% |
$292 - $382
|
17.3K
$461K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8- 0.14% |
$334 - $436
|
5.89K
$157K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.06% |
$418 - $545
|
16.9K
$451K
|