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 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-500- 1.6% |
$13.1K - $17K
|
30.8K
$735K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-500- 2.81% |
$13.1K - $17K
|
17.3K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-500- 48.22% |
$13.1K - $17K
|
537
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-521- 3.61% |
$13.6K - $17.7K
|
13.9K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-525- 0.94% |
$13.7K - $17.8K
|
55.2K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-526- 3.43% |
$13.7K - $17.9K
|
14.8K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-527- 2.96% |
$13.8K - $17.9K
|
17.3K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-529- 3.84% |
$13.8K - $18K
|
13.3K
$317K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-539- 6.05% |
$14.1K - $18.3K
|
8.36K
$200K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-550- 2.47% |
$14.4K - $18.7K
|
21.7K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-555- 6.68% |
$14.5K - $18.8K
|
7.76K
$185K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-556- 4.43% |
$14.5K - $18.9K
|
12K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-556- 0.45% |
$14.5K - $18.9K
|
122K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-557- 3.18% |
$14.6K - $18.9K
|
17K
$405K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-564- 2.0% |
$14.7K - $19.1K
|
27.7K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-566- 4.11% |
$14.8K - $19.2K
|
13.2K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-569- 3.39% |
$14.9K - $19.3K
|
16.2K
$387K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-570- 0.79% |
$14.9K - $19.3K
|
71.5K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-573- 7.2% |
$15K - $19.4K
|
7.39K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-574- 4.01% |
$15K - $19.5K
|
13.8K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-575- 0.81% |
$15K - $19.5K
|
70.2K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-576- 0.41% |
$15.1K - $19.5K
|
141K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-587- 1.35% |
$15.3K - $19.9K
|
43K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-593- 4.64% |
$15.5K - $20.1K
|
12.2K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-598- 1.36% |
$15.6K - $20.3K
|
43.4K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-600- 1.13% |
$15.7K - $20.4K
|
52.6K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-600- 7.69% |
$15.7K - $20.4K
|
7.2K
$172K
|
|
|
Apr 10, 2025
Q4 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-600- 1.64% |
$15.7K - $20.4K
|
36K
$859K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-602- 2.43% |
$15.7K - $20.4K
|
24.2K
$577K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-607- 3.19% |
$15.9K - $20.6K
|
18.4K
$439K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-611- 1.42% |
$16K - $20.7K
|
42.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-614- 4.55% |
$16K - $20.8K
|
12.9K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-620- 3.5% |
$16.2K - $21K
|
17.1K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-620- 3.29% |
$16.2K - $21K
|
18.3K
$436K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-623- 2.94% |
$16.3K - $21.1K
|
20.6K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-639- 3.8% |
$16.7K - $21.7K
|
16.2K
$386K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-640- 6.3% |
$16.7K - $21.7K
|
9.51K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-640- 0.97% |
$16.7K - $21.7K
|
65.6K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-642- 5.66% |
$16.8K - $21.8K
|
10.7K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-643- 0.34% |
$16.8K - $21.8K
|
190K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-647- 6.9% |
$16.9K - $22K
|
8.73K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-649- 8.52% |
$17K - $22K
|
6.97K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-651- 6.61% |
$17K - $22.1K
|
9.2K
$220K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-657- 2.89% |
$17.2K - $22.3K
|
22.1K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-663- 7.77% |
$17.3K - $22.5K
|
7.87K
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-669- 7.75% |
$17.5K - $22.7K
|
7.96K
$190K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-673- 8.35% |
$17.6K - $22.8K
|
7.39K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-678- 7.76% |
$17.7K - $23K
|
8.06K
$192K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-681- 4.19% |
$17.8K - $23.1K
|
15.6K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-682- 4.42% |
$17.8K - $23.1K
|
14.8K
$352K
|