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 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$26.1 - $33.9
|
262
$6.25K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
13K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
10.8K
$258K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$26.1 - $33.9
|
1
$23.9
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.62% |
$78.4 - $102
|
483
$11.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.08% |
$157 - $204
|
7.75K
$185K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-8- 0.06% |
$209 - $272
|
13.3K
$317K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-13- 0.09% |
$340 - $441
|
15.1K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-14- 0.5% |
$366 - $475
|
2.77K
$66.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15- 0.18% |
$392 - $509
|
8.3K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-15- 0.07% |
$392 - $509
|
21.2K
$506K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-17- 0.11% |
$444 - $577
|
15.5K
$370K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 1.16% |
$523 - $679
|
1.7K
$40.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 1.6% |
$601 - $781
|
1.41K
$33.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 1.35% |
$653 - $849
|
1.83K
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.03% |
$653 - $849
|
88K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 9.63% |
$679 - $882
|
244
$5.82K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-27- 0.31% |
$706 - $916
|
8.56K
$204K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-29- 0.27% |
$758 - $984
|
10.5K
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-29- 0.17% |
$758 - $984
|
16.9K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-29- 0.33% |
$758 - $984
|
8.75K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-30- 0.14% |
$784 - $1.02K
|
22.1K
$527K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.02% |
$784 - $1.02K
|
158K
$3.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-40- 0.09% |
$1.05K - $1.36K
|
44.7K
$1.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-41- 1.43% |
$1.07K - $1.39K
|
2.83K
$67.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.33% |
$1.18K - $1.53K
|
13.6K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-45- 0.35% |
$1.18K - $1.53K
|
12.7K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-46- 0.46% |
$1.2K - $1.56K
|
9.91K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-47- 0.37% |
$1.23K - $1.6K
|
12.8K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-47- 0.32% |
$1.23K - $1.6K
|
14.7K
$351K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-49- 0.45% |
$1.28K - $1.66K
|
10.8K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-50- 0.34% |
$1.31K - $1.7K
|
14.7K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-50- 7.14% |
$1.31K - $1.7K
|
650
$15.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-50- 4.09% |
$1.31K - $1.7K
|
1.17K
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-52- 0.44% |
$1.36K - $1.76K
|
11.7K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-60- 0.21% |
$1.57K - $2.04K
|
29K
$693K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-61- 0.82% |
$1.59K - $2.07K
|
7.41K
$177K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-62- 0.4% |
$1.62K - $2.1K
|
15.3K
$366K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-64- 0.55% |
$1.67K - $2.17K
|
11.6K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-65- 0.28% |
$1.7K - $2.21K
|
23.5K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-65- 0.1% |
$1.7K - $2.21K
|
65.4K
$1.56M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-65- 0.75% |
$1.7K - $2.21K
|
8.58K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-69- 0.52% |
$1.8K - $2.34K
|
13.3K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-70- 4.51% |
$1.83K - $2.38K
|
1.48K
$35.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-71- 0.26% |
$1.86K - $2.41K
|
27.5K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-75- 0.77% |
$1.96K - $2.55K
|
9.71K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-76- 0.57% |
$1.99K - $2.58K
|
13.3K
$317K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-78- 0.43% |
$2.04K - $2.65K
|
18.2K
$434K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-78- 0.68% |
$2.04K - $2.65K
|
11.4K
$271K
|