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 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$340 - $441
|
13
$382
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
12+ 0.17% |
$314 - $407
|
7.18K
$211K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12+ 0.16% |
$314 - $407
|
7.42K
$218K
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.01% |
$261 - $339
|
176K
$5.16M
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
10+ 0.06% |
$261 - $339
|
15.4K
$454K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 1.09% |
$235 - $305
|
831
$24.4K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.12% |
$235 - $305
|
7.74K
$228K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
6+ 7.5% |
$157 - $204
|
86
$2.53K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.45% |
$157 - $204
|
1.35K
$39.7K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.13% |
$131 - $170
|
3.87K
$114K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.03% |
$131 - $170
|
16K
$470K
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.03% |
$131 - $170
|
18.2K
$535K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 0.91% |
$105 - $136
|
445
$13.1K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 0.31% |
$105 - $136
|
1.29K
$38K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 1.3% |
$78.4 - $102
|
233
$6.85K
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$78.4 - $102
|
16.3K
$479K
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$52.3 - $67.9
|
169K
$4.98M
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.39% |
$52.3 - $67.9
|
511
$15K
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2+ 0.01% |
$52.3 - $67.9
|
32.3K
$951K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
9.5K
$279K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$26.1 - $33.9
|
262
$7.71K
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
13K
$382K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
10.8K
$318K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$26.1 - $33.9
|
1
$29.4
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.62% |
$78.4 - $102
|
483
$14.2K
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.08% |
$157 - $204
|
7.75K
$228K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-8- 0.06% |
$209 - $272
|
13.3K
$390K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-13- 0.09% |
$340 - $441
|
15.1K
$445K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-14- 0.5% |
$366 - $475
|
2.77K
$81.5K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15- 0.18% |
$392 - $509
|
8.3K
$244K
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-15- 0.07% |
$392 - $509
|
21.2K
$624K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-17- 0.11% |
$444 - $577
|
15.5K
$456K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 1.16% |
$523 - $679
|
1.7K
$50.1K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 1.6% |
$601 - $781
|
1.41K
$41.5K
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 1.35% |
$653 - $849
|
1.83K
$53.8K
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.03% |
$653 - $849
|
88K
$2.59M
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 9.63% |
$679 - $882
|
244
$7.18K
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-27- 0.31% |
$706 - $916
|
8.56K
$252K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-29- 0.27% |
$758 - $984
|
10.5K
$310K
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-29- 0.17% |
$758 - $984
|
16.9K
$498K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-29- 0.33% |
$758 - $984
|
8.75K
$257K
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-30- 0.14% |
$784 - $1.02K
|
22.1K
$649K
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.02% |
$784 - $1.02K
|
158K
$4.65M
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-40- 0.09% |
$1.05K - $1.36K
|
44.7K
$1.32M
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-41- 1.43% |
$1.07K - $1.39K
|
2.83K
$83.3K
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.33% |
$1.18K - $1.53K
|
13.6K
$401K
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-45- 0.35% |
$1.18K - $1.53K
|
12.7K
$375K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-46- 0.46% |
$1.2K - $1.56K
|
9.91K
$292K
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-47- 0.37% |
$1.23K - $1.6K
|
12.8K
$376K
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-47- 0.32% |
$1.23K - $1.6K
|
14.7K
$432K
|