Purchases and Sales Made in Q1 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.3K+ 19.38% |
$267K - $307K
|
63.5K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.3KNew |
$266K - $306K
|
10.3K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
10.3KNew |
$266K - $305K
|
10.3K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
10.3KNew |
$266K - $305K
|
10.3K
$274K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
10.3K+ 9.78% |
$266K - $305K
|
115K
$3.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10.2KNew |
$265K - $304K
|
10.2K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
10.2K+ 32.23% |
$264K - $303K
|
41.8K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 3742.65% |
$264K - $303K
|
10.5K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
10.2K+ 17.62% |
$263K - $302K
|
67.8K
$1.81M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
10.1K+ 65.72% |
$263K - $302K
|
25.6K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10.1K+ 11.14% |
$262K - $301K
|
101K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.1K+ 3.02% |
$260K - $299K
|
343K
$9.17M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10K+ 24.4% |
$260K - $299K
|
51.2K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10K+ 20.37% |
$260K - $299K
|
59.4K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10K+ 94.32% |
$260K - $298K
|
20.7K
$552K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
10K+ 51.05% |
$260K - $298K
|
29.7K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10KNew |
$259K - $297K
|
10K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.99K+ 15.99% |
$259K - $297K
|
72.5K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
9.93K+ 114.83% |
$257K - $295K
|
18.6K
$496K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.89K+ 17.42% |
$256K - $294K
|
66.7K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9.85K+ 114.97% |
$255K - $293K
|
18.4K
$492K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.84K+ 97.49% |
$255K - $292K
|
19.9K
$532K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
9.74K+ 11.34% |
$252K - $289K
|
95.6K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
9.73K+ 47.93% |
$252K - $289K
|
30K
$802K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
9.7K+ 14.03% |
$251K - $288K
|
78.9K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.7KNew |
$251K - $288K
|
9.7K
$259K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.64K+ 98.59% |
$250K - $287K
|
19.4K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.54K+ 5.48% |
$247K - $284K
|
184K
$4.91M
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
9.5KNew |
$246K - $282K
|
9.5K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
9.49KNew |
$246K - $282K
|
9.49K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
9.4KNew |
$243K - $280K
|
9.4K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.39KNew |
$243K - $279K
|
9.39K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
9.34K+ 36.91% |
$242K - $278K
|
34.7K
$926K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
9.23K+ 40.22% |
$239K - $274K
|
32.2K
$860K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.2KNew |
$238K - $274K
|
9.2K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.18K+ 18.81% |
$238K - $273K
|
58K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.06K+ 11.36% |
$235K - $269K
|
88.8K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Privium Fund Management B.V.
|
BUY
|
- |
9.02K+ 44.76% |
$233K - $268K
|
29.2K
$779K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
8.91K+ 7.12% |
$231K - $265K
|
134K
$3.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.9KNew |
$230K - $264K
|
8.9K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
8.88K+ 11.49% |
$230K - $264K
|
86.1K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.79K+ 52.35% |
$228K - $261K
|
25.6K
$684K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
8.79K+ 4.69% |
$227K - $261K
|
196K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.76KNew |
$227K - $260K
|
8.76K
$234K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.73KNew |
$226K - $260K
|
8.73K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
8.7KNew |
$225K - $259K
|
8.7K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.64K+ 31.17% |
$224K - $257K
|
36.4K
$971K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8.63KNew |
$223K - $256K
|
8.63K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.63KNew |
$223K - $256K
|
8.63K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
8.6K+ 4.14% |
$223K - $256K
|
216K
$5.78M
|