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 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-815- 3.65% |
$21.3K - $27.7K
|
21.5K
$633K
|
|
Feb 14, 2024
Q4 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-817- 8.96% |
$21.3K - $27.7K
|
8.3K
$244K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-821- 4.9% |
$21.5K - $27.9K
|
15.9K
$469K
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-822- 3.79% |
$21.5K - $27.9K
|
20.9K
$614K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-843- 44.0% |
$22K - $28.6K
|
1.07K
$31.6K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-848- 3.39% |
$22.2K - $28.8K
|
24.1K
$710K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-849- 9.74% |
$22.2K - $28.8K
|
7.87K
$231K
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-850- 4.92% |
$22.2K - $28.8K
|
16.4K
$484K
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-852- 2.01% |
$22.3K - $28.9K
|
41.6K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-854- 10.19% |
$22.3K - $29K
|
7.52K
$221K
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-861- 7.26% |
$22.5K - $29.2K
|
11K
$323K
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-864- 2.44% |
$22.6K - $29.3K
|
34.5K
$1.02M
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-870- 8.31% |
$22.7K - $29.5K
|
9.6K
$282K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-875- 11.01% |
$22.9K - $29.7K
|
7.07K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-876- 7.07% |
$22.9K - $29.7K
|
11.5K
$339K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-878- 5.37% |
$22.9K - $29.8K
|
15.5K
$455K
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-882- 4.33% |
$23K - $29.9K
|
19.5K
$573K
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-900- 3.16% |
$23.5K - $30.5K
|
27.6K
$812K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-908- 1.89% |
$23.7K - $30.8K
|
47.3K
$1.39M
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-917- 8.4% |
$24K - $31.1K
|
10K
$294K
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-921- 6.8% |
$24.1K - $31.3K
|
12.6K
$371K
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-925- 5.5% |
$24.2K - $31.4K
|
15.9K
$467K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-925- 7.29% |
$24.2K - $31.4K
|
11.8K
$346K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-930- 11.21% |
$24.3K - $31.6K
|
7.36K
$217K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-940- 1.96% |
$24.6K - $31.9K
|
47K
$1.38M
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-947- 24.05% |
$24.7K - $32.1K
|
2.99K
$88K
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-954- 1.09% |
$24.9K - $32.4K
|
86.9K
$2.56M
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-955- 4.44% |
$25K - $32.4K
|
20.6K
$605K
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-960- 5.76% |
$25.1K - $32.6K
|
15.7K
$462K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-965- 91.99% |
$25.2K - $32.8K
|
84
$2.47K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-966- 6.66% |
$25.2K - $32.8K
|
13.5K
$398K
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-967- 4.1% |
$25.3K - $32.8K
|
22.6K
$665K
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-984- 5.11% |
$25.7K - $33.4K
|
18.3K
$537K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-990- 10.76% |
$25.9K - $33.6K
|
8.21K
$241K
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-994- 9.28% |
$26K - $33.7K
|
9.72K
$286K
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-994- 3.76% |
$26K - $33.7K
|
25.5K
$749K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-999- 11.84% |
$26.1K - $33.9K
|
7.44K
$219K
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1K- 10.29% |
$26.1K - $33.9K
|
8.72K
$256K
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1K- 2.69% |
$26.1K - $33.9K
|
36.2K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-1K- 0.71% |
$26.1K - $33.9K
|
141K
$4.14M
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 10.77% |
$26.1K - $33.9K
|
8.29K
$244K
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1K- 5.17% |
$26.1K - $33.9K
|
18.3K
$540K
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.01K- 8.02% |
$26.3K - $34.1K
|
11.5K
$339K
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01K- 4.53% |
$26.3K - $34.2K
|
21.3K
$625K
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.01K- 6.65% |
$26.4K - $34.3K
|
14.2K
$417K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.01K- 9.39% |
$26.4K - $34.3K
|
9.75K
$287K
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.01K- 2.34% |
$26.4K - $34.3K
|
42.2K
$1.24M
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.01K- 5.4% |
$26.5K - $34.4K
|
17.7K
$522K
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.02K- 4.55% |
$26.6K - $34.6K
|
21.4K
$629K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.02K- 4.89% |
$26.7K - $34.7K
|
19.9K
$585K
|