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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.65K- 6.71% |
$120K - $138K
|
64.6K
$1.92M
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.65K- 24.7% |
$120K - $138K
|
14.2K
$421K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.68K- 15.59% |
$121K - $139K
|
25.3K
$751K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.72K- 3.08% |
$122K - $140K
|
148K
$4.4M
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.72K- 16.83% |
$122K - $140K
|
23.3K
$692K
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-4.73K- 34.46% |
$122K - $140K
|
8.99K
$267K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.73K- 26.8% |
$123K - $141K
|
12.9K
$383K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.74K- 9.34% |
$123K - $141K
|
46K
$1.37M
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.76K- 17.79% |
$123K - $141K
|
22K
$652K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.82K- 35.86% |
$125K - $143K
|
8.62K
$256K
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.82K- 6.0% |
$125K - $143K
|
75.6K
$2.24M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.84K- 4.57% |
$125K - $144K
|
101K
$3M
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.86K- 7.07% |
$126K - $145K
|
64K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-4.86K- 20.31% |
$126K - $145K
|
19.1K
$566K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-4.88K- 74.26% |
$126K - $145K
|
1.69K
$50.1K
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.92K- 95.68% |
$127K - $146K
|
222
$6.58K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-4.93K- 7.24% |
$128K - $147K
|
63.1K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.96K- 15.42% |
$128K - $148K
|
27.2K
$807K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5K- 30.58% |
$129K - $149K
|
11.3K
$337K
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.06K- 18.76% |
$131K - $150K
|
21.9K
$649K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.08K- 19.71% |
$131K - $151K
|
20.7K
$613K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-5.12K- 11.24% |
$133K - $152K
|
40.4K
$1.2M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.13K- 31.09% |
$133K - $153K
|
11.4K
$337K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.14K- 28.94% |
$133K - $153K
|
12.6K
$374K
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-5.17K- 9.3% |
$134K - $154K
|
50.4K
$1.5M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.19K- 39.86% |
$134K - $154K
|
7.82K
$232K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.2K- 12.09% |
$135K - $155K
|
37.8K
$1.12M
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.23K- 12.08% |
$135K - $155K
|
38.1K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.23K- 18.86% |
$135K - $155K
|
22.5K
$667K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-5.27K- 3.36% |
$137K - $157K
|
152K
$4.5M
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.29K- 9.41% |
$137K - $157K
|
50.9K
$1.51M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.32K- 5.48% |
$138K - $158K
|
91.8K
$2.72M
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.33K- 14.08% |
$138K - $159K
|
32.5K
$965K
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.33K- 15.56% |
$138K - $159K
|
28.9K
$858K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.34K- 7.95% |
$138K - $159K
|
61.8K
$1.83M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.34K- 4.43% |
$138K - $159K
|
115K
$3.42M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.39K- 49.69% |
$140K - $160K
|
5.46K
$162K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-5.4K- 33.63% |
$140K - $160K
|
10.7K
$316K
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-5.4K- 13.52% |
$140K - $161K
|
34.6K
$1.02M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.48K- 13.31% |
$142K - $163K
|
35.7K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-5.5K- 20.0% |
$142K - $164K
|
22K
$653K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.57K- 37.34% |
$144K - $165K
|
9.34K
$277K
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-5.58K- 11.8% |
$144K - $166K
|
41.7K
$1.24M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-5.58K- 16.7% |
$144K - $166K
|
27.8K
$825K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5.59K- 28.61% |
$145K - $166K
|
14K
$414K
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.6K- 0.61% |
$145K - $167K
|
918K
$27.2M
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.67K- 27.01% |
$147K - $168K
|
15.3K
$454K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.72K- 26.74% |
$148K - $170K
|
15.7K
$465K
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.74K- 39.12% |
$149K - $171K
|
8.94K
$265K
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.75K- 2.8% |
$149K - $171K
|
200K
$5.92M
|