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 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-100- 5.08% |
$2.59K - $2.97K
|
1.87K
$55.4K
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 1.21% |
$2.59K - $2.97K
|
8.19K
$243K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-104- 0.41% |
$2.69K - $3.09K
|
25.2K
$748K
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-105- 7.83% |
$2.72K - $3.12K
|
1.24K
$36.7K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-105- 1.83% |
$2.72K - $3.12K
|
5.63K
$167K
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-107- 0.32% |
$2.77K - $3.18K
|
33.8K
$1M
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-107- 6.33% |
$2.77K - $3.18K
|
1.58K
$47K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-112- 0.76% |
$2.9K - $3.33K
|
14.6K
$434K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-112- 0.75% |
$2.9K - $3.33K
|
14.8K
$440K
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-116- 1.3% |
$3K - $3.45K
|
8.84K
$262K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-117- 0.06% |
$3.03K - $3.48K
|
207K
$6.14M
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-118- 0.17% |
$3.06K - $3.51K
|
68.3K
$2.03M
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-131- 1.78% |
$3.39K - $3.89K
|
7.21K
$214K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-131- 2.89% |
$3.39K - $3.89K
|
4.4K
$131K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-131- 1.84% |
$3.39K - $3.89K
|
7K
$208K
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-131- 1.63% |
$3.39K - $3.89K
|
7.91K
$235K
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-131- 0.59% |
$3.39K - $3.89K
|
22.1K
$654K
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-136- 0.19% |
$3.52K - $4.04K
|
70.1K
$2.08M
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-138- 0.69% |
$3.57K - $4.1K
|
20K
$593K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-141- 1.78% |
$3.65K - $4.19K
|
7.79K
$231K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-142- 3.12% |
$3.68K - $4.22K
|
4.41K
$131K
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-142- 1.04% |
$3.68K - $4.22K
|
13.5K
$400K
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-144- 1.09% |
$3.73K - $4.28K
|
13.1K
$388K
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-144- 1.69% |
$3.73K - $4.28K
|
8.4K
$249K
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-144- 0.73% |
$3.73K - $4.28K
|
19.5K
$578K
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-145- 0.34% |
$3.75K - $4.31K
|
42.9K
$1.27M
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-146- 1.53% |
$3.78K - $4.34K
|
9.38K
$278K
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-148- 1.41% |
$3.83K - $4.4K
|
10.3K
$306K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 1.84% |
$3.88K - $4.46K
|
7.99K
$237K
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-152- 1.17% |
$3.94K - $4.52K
|
12.8K
$379K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.73% |
$3.99K - $4.58K
|
21K
$624K
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-155- 1.1% |
$4.01K - $4.61K
|
13.9K
$414K
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-156- 0.94% |
$4.04K - $4.64K
|
16.5K
$488K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-158- 4.08% |
$4.09K - $4.7K
|
3.71K
$110K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-165- 0.3% |
$4.27K - $4.91K
|
55.5K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-167- 2.18% |
$4.32K - $4.96K
|
7.49K
$222K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-170- 0.49% |
$4.4K - $5.05K
|
34.4K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-174- 1.87% |
$4.5K - $5.17K
|
9.14K
$271K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-175- 0.48% |
$4.53K - $5.2K
|
36.1K
$1.07M
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-181- 1.12% |
$4.69K - $5.38K
|
16K
$475K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-183- 4.04% |
$4.74K - $5.44K
|
4.34K
$129K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-186- 2.01% |
$4.82K - $5.53K
|
9.09K
$269K
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-190- 1.14% |
$4.92K - $5.65K
|
16.5K
$489K
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-192- 1.38% |
$4.97K - $5.71K
|
13.7K
$407K
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-192- 2.17% |
$4.97K - $5.71K
|
8.67K
$257K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-196- 18.2% |
$5.07K - $5.83K
|
881
$26.1K
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-198- 0.16% |
$5.13K - $5.89K
|
121K
$3.57M
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-199- 1.87% |
$5.15K - $5.92K
|
10.4K
$309K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-200- 1.31% |
$5.18K - $5.95K
|
15.1K
$447K
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-201- 0.37% |
$5.2K - $5.98K
|
53.6K
$1.59M
|