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 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 1.2% |
$5.2K - $6.75K
|
16.3K
$390K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 4.7% |
$5.23K - $6.79K
|
4.05K
$96.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-200- 9.64% |
$5.23K - $6.79K
|
1.87K
$44.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-201- 0.14% |
$5.25K - $6.82K
|
145K
$3.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-205- 1.92% |
$5.36K - $6.96K
|
10.5K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-209- 0.73% |
$5.46K - $7.09K
|
28.2K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-209- 2.09% |
$5.46K - $7.09K
|
9.8K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-210- 0.51% |
$5.49K - $7.13K
|
40.6K
$970K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-210- 4.44% |
$5.49K - $7.13K
|
4.52K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-218- 1.07% |
$5.7K - $7.4K
|
20.1K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-218- 0.86% |
$5.7K - $7.4K
|
25.1K
$600K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-219- 2.38% |
$5.72K - $7.43K
|
8.97K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-221- 11.09% |
$5.77K - $7.5K
|
1.77K
$42.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-222- 1.55% |
$5.8K - $7.53K
|
14.1K
$336K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-229- 1.98% |
$5.98K - $7.77K
|
11.3K
$271K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-236- 1.4% |
$6.17K - $8.01K
|
16.7K
$398K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-239- 0.84% |
$6.25K - $8.11K
|
28.2K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-239- 1.58% |
$6.25K - $8.11K
|
14.9K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-240- 2.16% |
$6.27K - $8.15K
|
10.9K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-240- 1.48% |
$6.27K - $8.15K
|
16K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-243- 5.77% |
$6.35K - $8.25K
|
3.97K
$94.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-244- 2.13% |
$6.38K - $8.28K
|
11.2K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-245- 1.33% |
$6.4K - $8.32K
|
18.2K
$434K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-249- 1.17% |
$6.51K - $8.45K
|
21.1K
$503K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-249- 38.25% |
$6.51K - $8.45K
|
402
$9.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-255- 0.51% |
$6.66K - $8.65K
|
50.2K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-258- 15.66% |
$6.74K - $8.76K
|
1.39K
$33.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-260- 0.22% |
$6.79K - $8.82K
|
118K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-260- 1.95% |
$6.79K - $8.82K
|
13.1K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-270- 1.08% |
$7.06K - $9.16K
|
24.7K
$588K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-272- 0.74% |
$7.11K - $9.23K
|
36.3K
$868K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-273- 1.41% |
$7.13K - $9.27K
|
19.1K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-275- 0.76% |
$7.19K - $9.33K
|
35.8K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-291- 1.27% |
$7.6K - $9.88K
|
22.7K
$542K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-295- 2.38% |
$7.71K - $10K
|
12.1K
$288K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-295- 2.38% |
$7.71K - $10K
|
12.1K
$288K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-297- 3.02% |
$7.76K - $10.1K
|
9.53K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-299- 11.81% |
$7.81K - $10.1K
|
2.23K
$53.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-300- 1.6% |
$7.84K - $10.2K
|
18.4K
$440K
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-300- 3.9% |
$7.84K - $10.2K
|
7.39K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-300- 0.57% |
$7.84K - $10.2K
|
52K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-300- 1.13% |
$7.84K - $10.2K
|
26.2K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-300- 2.43% |
$7.84K - $10.2K
|
12K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-300- 1.91% |
$7.84K - $10.2K
|
15.4K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-305- 2.12% |
$7.97K - $10.4K
|
14.1K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-308- 3.31% |
$8.05K - $10.5K
|
9K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-310- 3.97% |
$8.1K - $10.5K
|
7.51K
$179K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-313- 4.65% |
$8.18K - $10.6K
|
6.41K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-321- 2.4% |
$8.39K - $10.9K
|
13.1K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-323- 0.74% |
$8.44K - $11K
|
43.5K
$1.04M
|