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 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-144- 1.69% |
$3.73K - $4.28K
|
8.4K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-144- 0.73% |
$3.73K - $4.28K
|
19.5K
$465K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-145- 0.34% |
$3.75K - $4.31K
|
42.9K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-146- 1.53% |
$3.78K - $4.34K
|
9.38K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-148- 1.41% |
$3.83K - $4.4K
|
10.3K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 1.84% |
$3.88K - $4.46K
|
7.99K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-152- 1.17% |
$3.94K - $4.52K
|
12.8K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.73% |
$3.99K - $4.58K
|
21K
$502K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-155- 1.1% |
$4.01K - $4.61K
|
13.9K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-156- 0.94% |
$4.04K - $4.64K
|
16.5K
$393K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-158- 4.08% |
$4.09K - $4.7K
|
3.71K
$88.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-165- 0.3% |
$4.27K - $4.91K
|
55.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-167- 2.18% |
$4.32K - $4.96K
|
7.49K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-170- 0.49% |
$4.4K - $5.05K
|
34.4K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-174- 1.87% |
$4.5K - $5.17K
|
9.14K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-175- 0.48% |
$4.53K - $5.2K
|
36.1K
$863K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-181- 1.12% |
$4.69K - $5.38K
|
16K
$382K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-183- 4.04% |
$4.74K - $5.44K
|
4.34K
$104K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-186- 2.01% |
$4.82K - $5.53K
|
9.09K
$217K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-190- 1.14% |
$4.92K - $5.65K
|
16.5K
$394K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-192- 1.38% |
$4.97K - $5.71K
|
13.7K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-192- 2.17% |
$4.97K - $5.71K
|
8.67K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-196- 18.2% |
$5.07K - $5.83K
|
881
$21K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-198- 0.16% |
$5.13K - $5.89K
|
121K
$2.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-199- 1.87% |
$5.15K - $5.92K
|
10.4K
$249K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-200- 1.31% |
$5.18K - $5.95K
|
15.1K
$359K
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-201- 0.37% |
$5.2K - $5.98K
|
53.6K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 22.16% |
$5.26K - $6.04K
|
713
$17K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-205- 3.05% |
$5.31K - $6.09K
|
6.51K
$155K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-208- 1.88% |
$5.39K - $6.18K
|
10.9K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-210- 0.91% |
$5.44K - $6.24K
|
23K
$548K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-216- 4.44% |
$5.59K - $6.42K
|
4.65K
$111K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-218- 1.34% |
$5.64K - $6.48K
|
16.1K
$383K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-219- 2.69% |
$5.67K - $6.51K
|
7.91K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-222- 0.41% |
$5.75K - $6.6K
|
54.5K
$1.3M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-222- 0.92% |
$5.75K - $6.6K
|
23.9K
$571K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-225- 0.8% |
$5.83K - $6.69K
|
28K
$668K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-225- 2.12% |
$5.83K - $6.69K
|
10.4K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-232- 39.12% |
$6.01K - $6.9K
|
361
$8.62K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 1.7% |
$6.01K - $6.9K
|
13.4K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-232- 1.04% |
$6.01K - $6.9K
|
22K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-233- 6.52% |
$6.03K - $6.93K
|
3.34K
$79.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-235- 1.55% |
$6.08K - $6.99K
|
14.9K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-235- 1.7% |
$6.08K - $6.99K
|
13.6K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-236- 2.63% |
$6.11K - $7.02K
|
8.73K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-236- 1.88% |
$6.11K - $7.02K
|
12.3K
$294K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-242- 3.07% |
$6.27K - $7.19K
|
7.63K
$182K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-245- 3.76% |
$6.34K - $7.28K
|
6.27K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-246- 2.28% |
$6.37K - $7.31K
|
10.5K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-247- 1.09% |
$6.39K - $7.34K
|
22.4K
$534K
|