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 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-313- 4.65% |
$8.18K - $10.6K
|
6.41K
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-321- 2.4% |
$8.39K - $10.9K
|
13.1K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-323- 0.74% |
$8.44K - $11K
|
43.5K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-324- 3.17% |
$8.47K - $11K
|
9.89K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-334- 3.19% |
$8.73K - $11.3K
|
10.1K
$246K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-337- 3.22% |
$8.81K - $11.4K
|
10.1K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-338- 71.61% |
$8.83K - $11.5K
|
134
$3.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-340- 2.35% |
$8.88K - $11.5K
|
14.1K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-345- 8.81% |
$9.01K - $11.7K
|
3.57K
$86.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-348- 2.55% |
$9.09K - $11.8K
|
13.3K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-348- 2.45% |
$9.09K - $11.8K
|
13.8K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-352- 0.29% |
$9.2K - $11.9K
|
123K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-357- 3.25% |
$9.33K - $12.1K
|
10.6K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-359- 4.65% |
$9.38K - $12.2K
|
7.36K
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-365- 4.43% |
$9.54K - $12.4K
|
7.88K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-368- 3.4% |
$9.62K - $12.5K
|
10.5K
$254K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-369- 3.51% |
$9.64K - $12.5K
|
10.1K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-372- 5.08% |
$9.72K - $12.6K
|
6.95K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-375- 0.68% |
$9.8K - $12.7K
|
54.7K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-375- 3.7% |
$9.8K - $12.7K
|
9.75K
$236K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-375- 0.68% |
$9.8K - $12.7K
|
54.7K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-379- 3.73% |
$9.9K - $12.9K
|
9.78K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-379- 2.42% |
$9.9K - $12.9K
|
15.3K
$370K
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-380Closed |
$9.93K - $12.9K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-381- 3.05% |
$9.96K - $12.9K
|
12.1K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-381- 0.79% |
$9.96K - $12.9K
|
47.8K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-388- 4.08% |
$10.1K - $13.2K
|
9.13K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-390- 3.93% |
$10.2K - $13.2K
|
9.53K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-393- 1.24% |
$10.3K - $13.3K
|
31.4K
$761K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 1.91% |
$10.5K - $13.6K
|
20.5K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-400- 0.55% |
$10.5K - $13.6K
|
71.7K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-400- 5.21% |
$10.5K - $13.6K
|
7.28K
$176K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-403- 4.89% |
$10.5K - $13.7K
|
7.83K
$190K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-404- 2.03% |
$10.6K - $13.7K
|
19.5K
$472K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-420- 5.36% |
$11K - $14.3K
|
7.42K
$180K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-425- 5.47% |
$11.1K - $14.4K
|
7.35K
$178K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-430- 4.56% |
$11.2K - $14.6K
|
9K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-430- 2.52% |
$11.2K - $14.6K
|
16.6K
$403K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-434- 2.1% |
$11.3K - $14.7K
|
20.2K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-436- 1.67% |
$11.4K - $14.8K
|
25.6K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-439- 0.78% |
$11.5K - $14.9K
|
55.8K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-447- 2.5% |
$11.7K - $15.2K
|
17.4K
$422K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-450- 3.67% |
$11.8K - $15.3K
|
11.8K
$286K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-450- 2.64% |
$11.8K - $15.3K
|
16.6K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-456- 2.03% |
$11.9K - $15.5K
|
22.1K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-457- 3.6% |
$11.9K - $15.5K
|
12.2K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-458- 3.13% |
$12K - $15.5K
|
14.2K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-465- 4.05% |
$12.2K - $15.8K
|
11K
$267K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-468- 1.74% |
$12.2K - $15.9K
|
26.4K
$641K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-482- 1.85% |
$12.6K - $16.4K
|
25.6K
$620K
|