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 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-13.5K- 42.92% |
$349K - $401K
|
17.9K
$531K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13.5K- 25.72% |
$349K - $401K
|
38.9K
$1.15M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-13.5K- 32.86% |
$350K - $402K
|
27.6K
$819K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.5K- 11.3% |
$350K - $402K
|
106K
$3.15M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.8K- 35.76% |
$358K - $411K
|
24.8K
$736K
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-13.9K- 48.66% |
$359K - $413K
|
14.6K
$434K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.9K- 29.13% |
$359K - $413K
|
33.8K
$1M
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-14K- 27.92% |
$361K - $415K
|
36K
$1.07M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14K- 10.63% |
$363K - $416K
|
118K
$3.49M
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-14.2K- 23.83% |
$367K - $422K
|
45.3K
$1.34M
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-14.4K- 5.08% |
$372K - $427K
|
268K
$7.95M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-14.4K- 21.18% |
$372K - $427K
|
53.5K
$1.59M
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-14.5K- 19.33% |
$375K - $431K
|
60.5K
$1.79M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14.6K- 16.35% |
$378K - $434K
|
74.7K
$2.22M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-14.6K- 19.81% |
$379K - $435K
|
59.2K
$1.76M
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 15.7% |
$379K - $436K
|
78.7K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-14.8K- 7.37% |
$384K - $441K
|
186K
$5.53M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-14.9K- 8.52% |
$386K - $444K
|
160K
$4.75M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-14.9K- 26.7% |
$387K - $444K
|
41K
$1.22M
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-15K- 31.11% |
$388K - $446K
|
33.2K
$984K
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-15K- 7.29% |
$389K - $447K
|
191K
$5.67M
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15.1K- 11.26% |
$390K - $447K
|
119K
$3.52M
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-15.1K- 2.01% |
$392K - $450K
|
740K
$21.9M
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-15.2K- 21.79% |
$392K - $451K
|
54.4K
$1.61M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15.3K- 32.1% |
$395K - $454K
|
32.3K
$958K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.4K- 16.06% |
$399K - $458K
|
80.5K
$2.39M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15.6K- 9.64% |
$404K - $463K
|
146K
$4.34M
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-15.6K- 4.11% |
$405K - $465K
|
365K
$10.8M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-15.8K- 55.55% |
$410K - $471K
|
12.7K
$376K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15.9K- 11.35% |
$412K - $473K
|
124K
$3.69M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-16.3K- 25.07% |
$423K - $485K
|
48.8K
$1.45M
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-16.4K- 41.48% |
$425K - $488K
|
23.1K
$686K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.7K- 2.35% |
$432K - $496K
|
694K
$20.6M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-16.7K- 11.87% |
$433K - $497K
|
124K
$3.68M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-17K- 32.81% |
$440K - $505K
|
34.8K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.2K- 9.28% |
$444K - $510K
|
168K
$4.97M
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-17.8K- 95.78% |
$461K - $530K
|
785
$23.3K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17.9K- 8.1% |
$463K - $532K
|
203K
$6.02M
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-18.1K- 37.39% |
$469K - $538K
|
30.3K
$899K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-18.2K- 25.94% |
$471K - $541K
|
51.9K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.2K- 21.35% |
$472K - $542K
|
67.1K
$1.99M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-18.3K- 4.3% |
$473K - $543K
|
407K
$12.1M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18.5K- 62.8% |
$480K - $551K
|
11K
$326K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18.5K- 7.99% |
$480K - $551K
|
214K
$6.33M
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-18.9K- 6.54% |
$489K - $562K
|
270K
$8.01M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-19K- 37.56% |
$492K - $565K
|
31.6K
$937K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-19K- 7.01% |
$492K - $565K
|
252K
$7.49M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-19.3K- 50.83% |
$501K - $575K
|
18.7K
$555K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-19.4K- 69.28% |
$501K - $576K
|
8.58K
$255K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19.7K- 31.82% |
$511K - $587K
|
42.3K
$1.25M
|