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 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-314- 0.29% |
$8.13K - $9.34K
|
108K
$3.21M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-321- 0.31% |
$8.31K - $9.54K
|
102K
$3.02M
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-323- 1.31% |
$8.36K - $9.6K
|
24.3K
$722K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-325- 3.08% |
$8.41K - $9.66K
|
10.2K
$303K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-330- 0.42% |
$8.54K - $9.81K
|
78.5K
$2.33M
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-333- 1.7% |
$8.62K - $9.9K
|
19.3K
$571K
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-334- 3.23% |
$8.65K - $9.93K
|
10K
$297K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-336- 5.61% |
$8.7K - $9.99K
|
5.65K
$168K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-339- 5.21% |
$8.78K - $10.1K
|
6.17K
$183K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-345- 0.84% |
$8.93K - $10.3K
|
40.6K
$1.2M
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-345- 2.42% |
$8.93K - $10.3K
|
13.9K
$413K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-350- 1.09% |
$9.06K - $10.4K
|
31.9K
$946K
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-350- 14.3% |
$9.06K - $10.4K
|
2.1K
$62.2K
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-351- 3.41% |
$9.09K - $10.4K
|
9.94K
$295K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-354- 4.81% |
$9.17K - $10.5K
|
7K
$208K
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-356- 0.34% |
$9.22K - $10.6K
|
106K
$3.14M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-357- 7.95% |
$9.24K - $10.6K
|
4.13K
$123K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-357- 2.29% |
$9.24K - $10.6K
|
15.2K
$451K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-357- 2.93% |
$9.24K - $10.6K
|
11.8K
$350K
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-367- 3.62% |
$9.5K - $10.9K
|
9.77K
$290K
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-368- 0.47% |
$9.53K - $10.9K
|
78.6K
$2.33M
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-370- 1.7% |
$9.58K - $11K
|
21.4K
$634K
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-372- 0.56% |
$9.63K - $11.1K
|
65.8K
$1.95M
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-372- 2.39% |
$9.63K - $11.1K
|
15.2K
$450K
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-375- 1.22% |
$9.71K - $11.1K
|
30.4K
$902K
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-378- 4.45% |
$9.79K - $11.2K
|
8.12K
$241K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-379- 2.31% |
$9.81K - $11.3K
|
16K
$475K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-383- 2.03% |
$9.92K - $11.4K
|
18.4K
$547K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-387- 4.58% |
$10K - $11.5K
|
8.06K
$239K
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-400- 1.76% |
$10.4K - $11.9K
|
22.3K
$661K
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-404- 1.16% |
$10.5K - $12K
|
34.5K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-409- 1.98% |
$10.6K - $12.2K
|
20.3K
$601K
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-410- 5.29% |
$10.6K - $12.2K
|
7.34K
$218K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-410- 4.62% |
$10.6K - $12.2K
|
8.47K
$251K
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-411- 5.24% |
$10.6K - $12.2K
|
7.43K
$220K
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-413- 2.6% |
$10.7K - $12.3K
|
15.5K
$459K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-416- 3.81% |
$10.8K - $12.4K
|
10.5K
$311K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-426- 61.83% |
$11K - $12.7K
|
263
$7.8K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-427- 2.87% |
$11.1K - $12.7K
|
14.4K
$428K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-432- 6.29% |
$11.2K - $12.8K
|
6.44K
$191K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-441- 2.63% |
$11.4K - $13.1K
|
16.3K
$484K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-444- 1.57% |
$11.5K - $13.2K
|
27.8K
$823K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-446- 4.04% |
$11.5K - $13.3K
|
10.6K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-447- 4.19% |
$11.6K - $13.3K
|
10.2K
$303K
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-450- 5.53% |
$11.7K - $13.4K
|
7.69K
$228K
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-452- 10.62% |
$11.7K - $13.4K
|
3.8K
$113K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-453- 3.56% |
$11.7K - $13.5K
|
12.3K
$364K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-461- 3.03% |
$11.9K - $13.7K
|
14.8K
$438K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-466- 7.82% |
$12.1K - $13.9K
|
5.49K
$163K
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-467- 4.0% |
$12.1K - $13.9K
|
11.2K
$333K
|