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 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.71K- 14.86% |
$44.7K - $58.1K
|
9.81K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.71K- 5.92% |
$44.7K - $58.1K
|
27.2K
$649K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 6.55% |
$44.8K - $58.1K
|
24.5K
$584K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.71K- 2.99% |
$44.8K - $58.2K
|
55.6K
$1.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 11.59% |
$45.4K - $59K
|
13.3K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.74K- 4.56% |
$45.5K - $59.1K
|
36.4K
$869K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.75K- 0.15% |
$45.6K - $59.3K
|
1.16M
$27.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.75K- 4.31% |
$45.6K - $59.3K
|
38.8K
$927K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-1.75K- 14.84% |
$45.8K - $59.5K
|
10.1K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.76K- 5.32% |
$45.9K - $59.6K
|
31.2K
$746K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.77K- 15.51% |
$46.2K - $60K
|
9.63K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.77K- 11.48% |
$46.3K - $60.2K
|
13.7K
$326K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.78K- 2.5% |
$46.4K - $60.2K
|
69.2K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.78K- 7.82% |
$46.5K - $60.4K
|
21K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.8K- 5.13% |
$47K - $61K
|
33.3K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 9.34% |
$47K - $61.1K
|
17.5K
$417K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-1.81K- 3.92% |
$47.2K - $61.3K
|
44.3K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.82K- 10.69% |
$47.5K - $61.7K
|
15.2K
$363K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.82K- 14.1% |
$47.6K - $61.8K
|
11.1K
$265K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.83K- 0.15% |
$47.7K - $62K
|
1.18M
$28.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.83K- 1.91% |
$47.8K - $62K
|
93.8K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 2.84% |
$47.8K - $62.1K
|
62.7K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.28% |
$48.3K - $62.8K
|
12.1K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.86K- 19.69% |
$48.7K - $63.2K
|
7.6K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.87K- 2.71% |
$48.8K - $63.4K
|
67K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.88K- 19.37% |
$49.1K - $63.8K
|
7.82K
$187K
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.89K- 7.85% |
$49.3K - $64.1K
|
22.2K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.89K- 63.22% |
$49.5K - $64.3K
|
1.1K
$26.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.9K- 3.21% |
$49.6K - $64.5K
|
57.3K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.91K- 16.35% |
$49.8K - $64.7K
|
9.75K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.92K- 5.35% |
$50.1K - $65.1K
|
33.9K
$809K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-1.92K- 26.34% |
$50.2K - $65.2K
|
5.37K
$128K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.92K- 5.06% |
$50.2K - $65.2K
|
36K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 9.4% |
$50.5K - $65.5K
|
18.6K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.94K- 1.18% |
$50.6K - $65.7K
|
162K
$3.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.94K- 6.06% |
$50.7K - $65.8K
|
30.1K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.95K- 4.51% |
$50.8K - $66K
|
41.2K
$983K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.96K- 11.58% |
$51.1K - $66.4K
|
14.9K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.97K- 1.89% |
$51.4K - $66.7K
|
102K
$2.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.98K- 12.9% |
$51.7K - $67.2K
|
13.4K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.98K- 19.42% |
$51.7K - $67.2K
|
8.21K
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2K- 10.15% |
$52.2K - $67.8K
|
17.7K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.02K- 15.4% |
$52.7K - $68.5K
|
11.1K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.02K- 9.26% |
$52.9K - $68.7K
|
19.8K
$473K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.03K- 12.38% |
$53K - $68.8K
|
14.4K
$343K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.03K- 6.72% |
$53.1K - $69K
|
28.2K
$674K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.06K- 11.74% |
$53.7K - $69.7K
|
15.5K
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.06K- 4.86% |
$53.7K - $69.8K
|
40.3K
$962K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.06K- 1.45% |
$53.9K - $70K
|
140K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.07K- 25.95% |
$54.1K - $70.3K
|
5.91K
$141K
|