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 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
704+ 1.53% |
$18.2K - $20.9K
|
46.7K
$1.38M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
701+ 7.35% |
$18.1K - $20.8K
|
10.2K
$304K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
698+ 9.56% |
$18.1K - $20.8K
|
8K
$237K
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
698+ 3.75% |
$18.1K - $20.8K
|
19.3K
$573K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
694+ 6.37% |
$18K - $20.6K
|
11.6K
$344K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
685+ 0.14% |
$17.7K - $20.4K
|
484K
$14.4M
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
684+ 2.36% |
$17.7K - $20.3K
|
29.7K
$882K
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
676+ 6.42% |
$17.5K - $20.1K
|
11.2K
$332K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
660New |
$17.1K - $19.6K
|
660
$19.6K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
641+ 2.34% |
$16.6K - $19.1K
|
28.1K
$832K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
640New |
$16.6K - $19K
|
640
$19K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
633+ 3.54% |
$16.4K - $18.8K
|
18.5K
$549K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
621+ 5.47% |
$16.1K - $18.5K
|
12K
$355K
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
602+ 8.12% |
$15.6K - $17.9K
|
8.01K
$238K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
601+ 2.56% |
$15.6K - $17.9K
|
24.1K
$714K
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
601+ 5.64% |
$15.6K - $17.9K
|
11.2K
$334K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
600+ 2.46% |
$15.5K - $17.8K
|
25K
$742K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 54.45% |
$15.5K - $17.8K
|
1.7K
$50.5K
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
600+ 100.0% |
$15.5K - $17.8K
|
1.2K
$35.6K
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
600+ 8.0% |
$15.5K - $17.8K
|
8.1K
$240K
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
594+ 7.3% |
$15.4K - $17.7K
|
8.73K
$259K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
584+ 3.13% |
$15.1K - $17.4K
|
19.3K
$571K
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
568+ 1.34% |
$14.7K - $16.9K
|
43.1K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
566+ 4.75% |
$14.7K - $16.8K
|
12.5K
$370K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
564+ 3.39% |
$14.6K - $16.8K
|
17.2K
$511K
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
561+ 4.96% |
$14.5K - $16.7K
|
11.9K
$352K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
558+ 4.2% |
$14.4K - $16.6K
|
13.8K
$410K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
556+ 5.47% |
$14.4K - $16.5K
|
10.7K
$318K
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
551+ 4.26% |
$14.3K - $16.4K
|
13.5K
$400K
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
547+ 5.16% |
$14.2K - $16.3K
|
11.1K
$330K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
539+ 2.84% |
$14K - $16K
|
19.5K
$579K
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
522+ 6.78% |
$13.5K - $15.5K
|
8.22K
$244K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
514+ 1.78% |
$13.3K - $15.3K
|
29.5K
$874K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
506New |
$13.1K - $15K
|
506
$15K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
503+ 0.62% |
$13K - $15K
|
81.8K
$2.42M
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
501+ 2.33% |
$13K - $14.9K
|
22K
$653K
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
500+ 6.77% |
$12.9K - $14.9K
|
7.89K
$234K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
500+ 1.45% |
$12.9K - $14.9K
|
35K
$1.04M
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
500+ 27.32% |
$12.9K - $14.9K
|
2.33K
$69.1K
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
500+ 0.35% |
$12.9K - $14.9K
|
145K
$4.3M
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
500New |
$12.9K - $14.9K
|
500
$14.8K
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
495+ 4.1% |
$12.8K - $14.7K
|
12.6K
$372K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
492+ 24.81% |
$12.7K - $14.6K
|
2.48K
$73.4K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
491+ 5.64% |
$12.7K - $14.6K
|
9.2K
$273K
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
485+ 2.38% |
$12.6K - $14.4K
|
20.8K
$618K
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
477+ 4.04% |
$12.3K - $14.2K
|
12.3K
$364K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
468+ 3.12% |
$12.1K - $13.9K
|
15.5K
$459K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
466+ 3.09% |
$12.1K - $13.9K
|
15.6K
$461K
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
460+ 0.84% |
$11.9K - $13.7K
|
55K
$1.63M
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
459+ 0.79% |
$11.9K - $13.6K
|
58.3K
$1.73M
|