Purchases and Sales Made in Q4 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
973+ 2.2% |
$25.4K - $33K
|
45.2K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
970+ 4.78% |
$25.3K - $32.9K
|
21.2K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
970+ 11.61% |
$25.3K - $32.9K
|
9.32K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
968+ 3.93% |
$25.3K - $32.9K
|
25.6K
$611K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
957+ 2.75% |
$25K - $32.5K
|
35.8K
$854K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
945+ 3.82% |
$24.7K - $32.1K
|
25.7K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
945+ 10.61% |
$24.7K - $32.1K
|
9.85K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
944+ 8.52% |
$24.7K - $32K
|
12K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
944+ 15.08% |
$24.7K - $32K
|
7.21K
$172K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
932+ 1.62% |
$24.4K - $31.6K
|
58.6K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
932+ 8.76% |
$24.4K - $31.6K
|
11.6K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
930+ 8.46% |
$24.3K - $31.6K
|
11.9K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
928+ 14.64% |
$24.2K - $31.5K
|
7.27K
$173K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 1.02% |
$23.6K - $30.6K
|
89.2K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
899+ 3.1% |
$23.5K - $30.5K
|
29.9K
$713K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
888New |
$23.2K - $30.1K
|
888
$21.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
887+ 1.39% |
$23.2K - $30.1K
|
64.9K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
886+ 8.9% |
$23.2K - $30.1K
|
10.8K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
883+ 1.43% |
$23.1K - $30K
|
62.5K
$1.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
867+ 14.09% |
$22.7K - $29.4K
|
7.02K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
865+ 13.02% |
$22.6K - $29.4K
|
7.51K
$179K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
865New |
$22.6K - $29.4K
|
865
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
853+ 4.47% |
$22.3K - $29K
|
19.9K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
850+ 6.85% |
$22.2K - $28.8K
|
13.3K
$316K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
839New |
$21.9K - $28.5K
|
839
$20K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
828+ 1.47% |
$21.6K - $28.1K
|
57.3K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
819+ 5.82% |
$21.4K - $27.8K
|
14.9K
$355K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
819+ 5.82% |
$21.4K - $27.8K
|
14.9K
$355K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
815+ 5.85% |
$21.3K - $27.7K
|
14.7K
$352K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
811+ 304.89% |
$21.2K - $27.5K
|
1.08K
$25.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
809+ 2.46% |
$21.1K - $27.5K
|
33.7K
$806K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
803+ 27.49% |
$21K - $27.3K
|
3.72K
$88.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
800New |
$20.9K - $27.2K
|
800
$19.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
796+ 4.2% |
$20.8K - $27K
|
19.8K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
777+ 7.43% |
$20.3K - $26.4K
|
11.2K
$268K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
751+ 0.81% |
$19.6K - $25.5K
|
93.2K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
750+ 1.85% |
$19.6K - $25.5K
|
41.3K
$985K
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
739+ 4.27% |
$19.3K - $25.1K
|
18.1K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
698+ 17.45% |
$18.2K - $23.7K
|
4.7K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
692+ 30.14% |
$18.1K - $23.5K
|
2.99K
$71.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
689New |
$18K - $23.4K
|
689
$16.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
682+ 4.69% |
$17.8K - $23.1K
|
15.2K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
677+ 1.18% |
$17.7K - $23K
|
58.3K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
666+ 2.23% |
$17.4K - $22.6K
|
30.5K
$728K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
647+ 0.36% |
$16.9K - $22K
|
181K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
638+ 0.41% |
$16.7K - $21.7K
|
157K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
626+ 3.6% |
$16.4K - $21.2K
|
18K
$430K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
625+ 2.81% |
$16.3K - $21.2K
|
22.9K
$546K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
608+ 1.78% |
$15.9K - $20.6K
|
34.7K
$829K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
607New |
$15.9K - $20.6K
|
607
$14.5K
|