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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
249+ 0.23% |
$6.45K - $7.4K
|
108K
$3.21M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
247+ 0.58% |
$6.39K - $7.34K
|
43.1K
$1.28M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
247+ 2.71% |
$6.39K - $7.34K
|
9.37K
$278K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
245+ 0.73% |
$6.34K - $7.28K
|
34K
$1.01M
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
242+ 0.97% |
$6.27K - $7.19K
|
25.2K
$749K
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
217+ 0.18% |
$5.62K - $6.45K
|
123K
$3.66M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
210+ 7.98% |
$5.44K - $6.24K
|
2.84K
$84.3K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
209+ 0.82% |
$5.41K - $6.21K
|
25.8K
$767K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
209+ 1.5% |
$5.41K - $6.21K
|
14.1K
$420K
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
209+ 1.78% |
$5.41K - $6.21K
|
11.9K
$354K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
208+ 0.2% |
$5.39K - $6.18K
|
105K
$3.13M
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
206+ 2.09% |
$5.33K - $6.12K
|
10.1K
$298K
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
206+ 0.82% |
$5.33K - $6.12K
|
25.4K
$752K
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
206+ 1.85% |
$5.33K - $6.12K
|
11.3K
$337K
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
204+ 1.26% |
$5.28K - $6.06K
|
16.4K
$485K
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
202+ 0.74% |
$5.23K - $6.01K
|
27.4K
$813K
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200+ 1.66% |
$5.18K - $5.95K
|
12.2K
$363K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
200+ 6.45% |
$5.18K - $5.95K
|
3.3K
$97.9K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
197+ 2.42% |
$5.1K - $5.86K
|
8.33K
$247K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
194New |
$5.02K - $5.77K
|
194
$5.75K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
191+ 2.69% |
$4.94K - $5.68K
|
7.3K
$216K
|
|
Apr 22, 2024
Q1 2024
|
Xxec, Inc.
|
BUY
|
- |
190+ 0.11% |
$4.92K - $5.65K
|
172K
$5.11M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
190+ 2.14% |
$4.92K - $5.65K
|
9.07K
$269K
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
185+ 1.31% |
$4.79K - $5.5K
|
14.3K
$425K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
183+ 1.72% |
$4.74K - $5.44K
|
10.8K
$321K
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
181+ 1.81% |
$4.69K - $5.38K
|
10.2K
$301K
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
180+ 1.56% |
$4.66K - $5.35K
|
11.7K
$348K
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
175+ 0.66% |
$4.53K - $5.2K
|
26.8K
$795K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
175+ 0.91% |
$4.53K - $5.2K
|
19.4K
$576K
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
173+ 1.04% |
$4.48K - $5.14K
|
16.8K
$498K
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
172+ 0.57% |
$4.45K - $5.11K
|
30.2K
$897K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
170+ 1.63% |
$4.4K - $5.05K
|
10.6K
$315K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
166+ 1.21% |
$4.3K - $4.94K
|
13.8K
$410K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
163+ 0.67% |
$4.22K - $4.85K
|
24.4K
$724K
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
160+ 0.42% |
$4.14K - $4.76K
|
38.4K
$1.14M
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
158+ 0.76% |
$4.09K - $4.7K
|
21K
$623K
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
153+ 1.61% |
$3.96K - $4.55K
|
9.65K
$286K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
153+ 0.88% |
$3.96K - $4.55K
|
17.6K
$522K
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
153+ 1.64% |
$3.96K - $4.55K
|
9.5K
$282K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
152+ 0.4% |
$3.94K - $4.52K
|
38.1K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
152+ 0.77% |
$3.94K - $4.52K
|
19.8K
$588K
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
150+ 1.13% |
$3.88K - $4.46K
|
13.4K
$397K
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
150+ 2.12% |
$3.88K - $4.46K
|
7.21K
$214K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
150+ 74.63% |
$3.88K - $4.46K
|
351
$10.4K
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
148+ 0.6% |
$3.83K - $4.4K
|
25K
$742K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
146+ 1.5% |
$3.78K - $4.34K
|
9.87K
$293K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
145+ 1.46% |
$3.75K - $4.31K
|
10.1K
$298K
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
143+ 1.41% |
$3.7K - $4.25K
|
10.3K
$305K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
142New |
$3.68K - $4.22K
|
142
$4.21K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
135+ 0.92% |
$3.5K - $4.01K
|
14.8K
$440K
|