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 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-687- 2.86% |
$18K - $23.3K
|
23.3K
$557K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-691- 7.99% |
$18.1K - $23.5K
|
7.96K
$190K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-692- 8.03% |
$18.1K - $23.5K
|
7.93K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-695- 1.38% |
$18.2K - $23.6K
|
49.6K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-696- 6.15% |
$18.2K - $23.6K
|
10.6K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-700- 13.33% |
$18.3K - $23.8K
|
4.55K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-700- 65.42% |
$18.3K - $23.8K
|
370
$8.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-700- 2.24% |
$18.3K - $23.8K
|
30.6K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-701- 6.25% |
$18.3K - $23.8K
|
10.5K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-705- 8.88% |
$18.4K - $23.9K
|
7.24K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-708- 7.19% |
$18.5K - $24K
|
9.14K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-710- 6.18% |
$18.6K - $24.1K
|
10.8K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-713- 2.59% |
$18.6K - $24.2K
|
26.8K
$640K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-714- 6.35% |
$18.7K - $24.2K
|
10.5K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-715- 8.17% |
$18.7K - $24.3K
|
8.04K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-727- 42.42% |
$19K - $24.7K
|
987
$23.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-738- 5.96% |
$19.3K - $25K
|
11.7K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 0.72% |
$19.6K - $25.5K
|
103K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-751- 2.57% |
$19.6K - $25.5K
|
28.5K
$680K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-752- 11.53% |
$19.6K - $25.5K
|
5.77K
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-755- 4.02% |
$19.7K - $25.6K
|
18K
$431K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-759- 3.34% |
$19.8K - $25.8K
|
22K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-760- 1.16% |
$19.9K - $25.8K
|
64.9K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-766- 9.02% |
$20K - $26K
|
7.73K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-781- 0.07% |
$20.4K - $26.5K
|
1.17M
$27.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-783- 0.97% |
$20.5K - $26.6K
|
80K
$1.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-793- 34.28% |
$20.7K - $26.9K
|
1.52K
$36.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-795- 10.15% |
$20.8K - $27K
|
7.04K
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-796- 7.24% |
$20.8K - $27K
|
10.2K
$244K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-800- 0.64% |
$20.9K - $27.2K
|
125K
$2.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-800- 6.62% |
$20.9K - $27.2K
|
11.3K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-800- 64.0% |
$20.9K - $27.2K
|
450
$10.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-805- 9.12% |
$21K - $27.3K
|
8.02K
$191K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-814- 5.92% |
$21.3K - $27.6K
|
12.9K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-815- 3.65% |
$21.3K - $27.7K
|
21.5K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-817- 8.96% |
$21.3K - $27.7K
|
8.3K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-821- 4.9% |
$21.5K - $27.9K
|
15.9K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-822- 3.79% |
$21.5K - $27.9K
|
20.9K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-843- 44.0% |
$22K - $28.6K
|
1.07K
$25.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-848- 3.39% |
$22.2K - $28.8K
|
24.1K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-849- 9.74% |
$22.2K - $28.8K
|
7.87K
$188K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-850- 4.92% |
$22.2K - $28.8K
|
16.4K
$392K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-852- 2.01% |
$22.3K - $28.9K
|
41.6K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-854- 10.19% |
$22.3K - $29K
|
7.52K
$180K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-861- 7.26% |
$22.5K - $29.2K
|
11K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-864- 2.44% |
$22.6K - $29.3K
|
34.5K
$824K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-870- 8.31% |
$22.7K - $29.5K
|
9.6K
$229K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-875- 11.01% |
$22.9K - $29.7K
|
7.07K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-876- 7.07% |
$22.9K - $29.7K
|
11.5K
$275K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-878- 5.37% |
$22.9K - $29.8K
|
15.5K
$369K
|