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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
598+ 1.06% |
$15.6K - $20.3K
|
56.8K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
594+ 3.09% |
$15.5K - $20.2K
|
19.8K
$474K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
589+ 1.84% |
$15.4K - $20K
|
32.6K
$779K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
588+ 3.02% |
$15.4K - $20K
|
20K
$478K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
587+ 0.05% |
$15.3K - $19.9K
|
1.18M
$28.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
577+ 1.2% |
$15.1K - $19.6K
|
48.8K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
573+ 0.56% |
$15K - $19.4K
|
102K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
571+ 2.89% |
$14.9K - $19.4K
|
20.3K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
556+ 3.48% |
$14.5K - $18.9K
|
16.5K
$394K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
551+ 0.51% |
$14.4K - $18.7K
|
108K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
550+ 0.19% |
$14.4K - $18.7K
|
291K
$6.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
550+ 0.87% |
$14.4K - $18.7K
|
63.7K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
538+ 5.19% |
$14.1K - $18.3K
|
10.9K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
536+ 5.4% |
$14K - $18.2K
|
10.5K
$250K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
530+ 0.68% |
$13.8K - $18K
|
79K
$1.88M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
530+ 0.68% |
$13.8K - $18K
|
79K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
523+ 12.31% |
$13.7K - $17.8K
|
4.77K
$114K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
521+ 7.56% |
$13.6K - $17.7K
|
7.42K
$177K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
519+ 0.33% |
$13.6K - $17.6K
|
155K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
517+ 0.29% |
$13.5K - $17.5K
|
179K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
514+ 2.78% |
$13.4K - $17.4K
|
19K
$454K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
509+ 5.06% |
$13.3K - $17.3K
|
10.6K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
507+ 3.77% |
$13.2K - $17.2K
|
13.9K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
502+ 3.42% |
$13.1K - $17K
|
15.2K
$362K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
500+ 0.84% |
$13.1K - $17K
|
60.3K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
500+ 2.21% |
$13.1K - $17K
|
23.2K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 1.29% |
$13.1K - $17K
|
39.2K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
497+ 9.1% |
$13K - $16.9K
|
5.96K
$142K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
497New |
$13K - $16.9K
|
497
$11.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
496+ 2.42% |
$13K - $16.8K
|
21K
$500K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
476+ 2.5% |
$12.4K - $16.2K
|
19.5K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
470+ 4.29% |
$12.3K - $16K
|
11.4K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
467+ 3.75% |
$12.2K - $15.8K
|
12.9K
$308K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
465+ 3.92% |
$12.2K - $15.8K
|
12.3K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
464+ 4.49% |
$12.1K - $15.7K
|
10.8K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
461+ 1.39% |
$12K - $15.6K
|
33.7K
$805K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
459+ 5.64% |
$12K - $15.6K
|
8.6K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
457+ 1.91% |
$11.9K - $15.5K
|
24.3K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
437+ 2.86% |
$11.4K - $14.8K
|
15.7K
$375K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
436+ 2.2% |
$11.4K - $14.8K
|
20.2K
$483K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435+ 275.32% |
$11.4K - $14.8K
|
593
$14.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
424+ 2.46% |
$11.1K - $14.4K
|
17.7K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
423+ 0.79% |
$11.1K - $14.4K
|
54K
$1.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
400+ 251.57% |
$10.5K - $13.6K
|
559
$13.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
BUY
|
- |
400+ 0.19% |
$10.5K - $13.6K
|
215K
$5.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
400+ 19.09% |
$10.5K - $13.6K
|
2.5K
$59.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
399+ 4.66% |
$10.4K - $13.5K
|
8.96K
$214K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
399+ 5.89% |
$10.4K - $13.5K
|
7.17K
$171K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
397+ 4.58% |
$10.4K - $13.5K
|
9.06K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
396New |
$10.3K - $13.4K
|
396
$9.45K
|