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 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.97K- 1.89% |
$51.4K - $66.7K
|
102K
$3M
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.98K- 12.9% |
$51.7K - $67.2K
|
13.4K
$393K
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.98K- 19.42% |
$51.7K - $67.2K
|
8.21K
$242K
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2K- 10.15% |
$52.2K - $67.8K
|
17.7K
$520K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.02K- 15.4% |
$52.7K - $68.5K
|
11.1K
$326K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.02K- 9.26% |
$52.9K - $68.7K
|
19.8K
$583K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.03K- 12.38% |
$53K - $68.8K
|
14.4K
$422K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.03K- 6.72% |
$53.1K - $69K
|
28.2K
$831K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.06K- 11.74% |
$53.7K - $69.7K
|
15.5K
$455K
|
|
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
$1.19M
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.06K- 1.45% |
$53.9K - $70K
|
140K
$4.12M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.07K- 25.95% |
$54.1K - $70.3K
|
5.91K
$174K
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.07K- 12.74% |
$54.1K - $70.3K
|
14.2K
$417K
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-2.07K- 17.73% |
$54.1K - $70.3K
|
9.61K
$283K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.07K- 10.76% |
$54.1K - $70.3K
|
17.2K
$505K
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.09K- 9.62% |
$54.7K - $71K
|
19.7K
$579K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.1K- 2.64% |
$54.8K - $71.2K
|
77.3K
$2.27M
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.1K- 1.77% |
$54.9K - $71.3K
|
116K
$3.42M
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2.11K- 1.53% |
$55.1K - $71.5K
|
136K
$3.99M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.11K- 5.95% |
$55.2K - $71.6K
|
33.4K
$982K
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-2.13K- 2.91% |
$55.5K - $72.1K
|
70.9K
$2.09M
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.13K- 6.22% |
$55.7K - $72.4K
|
32.1K
$945K
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.13K- 16.75% |
$55.8K - $72.4K
|
10.6K
$312K
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.14K- 4.4% |
$55.8K - $72.5K
|
46.5K
$1.37M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.14K- 8.01% |
$56K - $72.8K
|
24.6K
$724K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.15K- 7.45% |
$56.1K - $72.9K
|
26.7K
$785K
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.15K- 23.53% |
$56.2K - $73K
|
6.99K
$206K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.16K- 6.64% |
$56.4K - $73.2K
|
30.4K
$893K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.16K- 17.5% |
$56.4K - $73.3K
|
10.2K
$300K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.17K- 1.22% |
$56.6K - $73.5K
|
175K
$5.15M
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.18K- 18.14% |
$57K - $74.1K
|
9.85K
$290K
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.19K- 6.83% |
$57.2K - $74.3K
|
29.9K
$879K
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.19K- 2.56% |
$57.3K - $74.4K
|
83.4K
$2.45M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.21K- 11.24% |
$57.7K - $75K
|
17.4K
$513K
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.22K- 4.79% |
$58K - $75.3K
|
44.1K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.22K- 13.59% |
$58.1K - $75.4K
|
14.1K
$416K
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.24K- 21.8% |
$58.4K - $75.9K
|
8.02K
$236K
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.25K- 9.95% |
$58.7K - $76.3K
|
20.3K
$598K
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.25K- 10.49% |
$58.8K - $76.4K
|
19.2K
$565K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.26K- 10.72% |
$59.1K - $76.7K
|
18.8K
$554K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.26K- 17.1% |
$59.1K - $76.8K
|
11K
$323K
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.27K- 3.3% |
$59.2K - $76.9K
|
66.5K
$1.96M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.27K- 3.4% |
$59.3K - $77K
|
64.5K
$1.9M
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.29K- 8.62% |
$59.9K - $77.8K
|
24.3K
$715K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.29K- 33.11% |
$59.9K - $77.8K
|
4.63K
$136K
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.3K- 2.4% |
$60.1K - $78.1K
|
93.3K
$2.75M
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.31K- 4.77% |
$60.3K - $78.4K
|
46.1K
$1.36M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.32K- 4.57% |
$60.7K - $78.8K
|
48.5K
$1.43M
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.33K- 23.23% |
$60.9K - $79.1K
|
7.7K
$227K
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-2.33K- 1.66% |
$61K - $79.2K
|
139K
$4.08M
|