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 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-430- 4.56% |
$11.2K - $14.6K
|
9K
$265K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-430- 2.52% |
$11.2K - $14.6K
|
16.6K
$489K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-434- 2.1% |
$11.3K - $14.7K
|
20.2K
$595K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-436- 1.67% |
$11.4K - $14.8K
|
25.6K
$754K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-439- 0.78% |
$11.5K - $14.9K
|
55.8K
$1.64M
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-447- 2.5% |
$11.7K - $15.2K
|
17.4K
$512K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-450- 3.67% |
$11.8K - $15.3K
|
11.8K
$347K
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-450- 2.64% |
$11.8K - $15.3K
|
16.6K
$488K
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-456- 2.03% |
$11.9K - $15.5K
|
22.1K
$649K
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-457- 3.6% |
$11.9K - $15.5K
|
12.2K
$360K
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-458- 3.13% |
$12K - $15.5K
|
14.2K
$417K
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-465- 4.05% |
$12.2K - $15.8K
|
11K
$324K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-468- 1.74% |
$12.2K - $15.9K
|
26.4K
$778K
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-482- 1.85% |
$12.6K - $16.4K
|
25.6K
$753K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-487- 1.19% |
$12.7K - $16.5K
|
40.4K
$1.19M
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-489- 5.06% |
$12.8K - $16.6K
|
9.18K
$270K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-499- 3.46% |
$13K - $16.9K
|
13.9K
$410K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 1.48% |
$13.1K - $17K
|
33.3K
$980K
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-500- 1.6% |
$13.1K - $17K
|
30.8K
$906K
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-500- 2.81% |
$13.1K - $17K
|
17.3K
$510K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-500- 48.22% |
$13.1K - $17K
|
537
$15.8K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-521- 3.61% |
$13.6K - $17.7K
|
13.9K
$409K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-525- 0.94% |
$13.7K - $17.8K
|
55.2K
$1.62M
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-526- 3.43% |
$13.7K - $17.9K
|
14.8K
$436K
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-527- 2.96% |
$13.8K - $17.9K
|
17.3K
$508K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-529- 3.84% |
$13.8K - $18K
|
13.3K
$390K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-539- 6.05% |
$14.1K - $18.3K
|
8.36K
$246K
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-550- 2.47% |
$14.4K - $18.7K
|
21.7K
$638K
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-555- 6.68% |
$14.5K - $18.8K
|
7.76K
$228K
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-556- 4.43% |
$14.5K - $18.9K
|
12K
$353K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-556- 0.45% |
$14.5K - $18.9K
|
122K
$3.59M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-557- 3.18% |
$14.6K - $18.9K
|
17K
$499K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-564- 2.0% |
$14.7K - $19.1K
|
27.7K
$815K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-566- 4.11% |
$14.8K - $19.2K
|
13.2K
$388K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-569- 3.39% |
$14.9K - $19.3K
|
16.2K
$477K
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-570- 0.79% |
$14.9K - $19.3K
|
71.5K
$2.1M
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-573- 7.2% |
$15K - $19.4K
|
7.39K
$217K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-574- 4.01% |
$15K - $19.5K
|
13.8K
$405K
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-575- 0.81% |
$15K - $19.5K
|
70.2K
$2.07M
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-576- 0.41% |
$15.1K - $19.5K
|
141K
$4.16M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-587- 1.35% |
$15.3K - $19.9K
|
43K
$1.27M
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-593- 4.64% |
$15.5K - $20.1K
|
12.2K
$358K
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-598- 1.36% |
$15.6K - $20.3K
|
43.4K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-600- 1.13% |
$15.7K - $20.4K
|
52.6K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-600- 7.69% |
$15.7K - $20.4K
|
7.2K
$212K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-602- 2.43% |
$15.7K - $20.4K
|
24.2K
$711K
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-607- 3.19% |
$15.9K - $20.6K
|
18.4K
$541K
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-611- 1.42% |
$16K - $20.7K
|
42.5K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-614- 4.55% |
$16K - $20.8K
|
12.9K
$379K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-620- 3.5% |
$16.2K - $21K
|
17.1K
$503K
|