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 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.35K- 4.62% |
$61.4K - $79.7K
|
48.5K
$1.43M
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2.35K- 7.69% |
$61.4K - $79.8K
|
28.2K
$830K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.35K- 2.53% |
$61.5K - $79.8K
|
90.5K
$2.66M
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.36K- 14.32% |
$61.5K - $79.9K
|
14.1K
$414K
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.36K- 1.66% |
$61.7K - $80.2K
|
140K
$4.12M
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.37K- 8.12% |
$62K - $80.5K
|
26.8K
$789K
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 11.56% |
$62.1K - $80.7K
|
18.2K
$535K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.38K- 40.89% |
$62.2K - $80.8K
|
3.44K
$101K
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.39K- 21.73% |
$62.5K - $81.2K
|
8.62K
$254K
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.42K- 32.13% |
$63.2K - $82K
|
5.11K
$150K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.42K- 19.33% |
$63.2K - $82.1K
|
10.1K
$297K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 6.64% |
$63.5K - $82.5K
|
34.2K
$1.01M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.43K- 2.11% |
$63.5K - $82.5K
|
113K
$3.32M
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.44K- 5.96% |
$63.6K - $82.6K
|
38.4K
$1.13M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.45K- 3.72% |
$63.9K - $83K
|
63.4K
$1.86M
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.45K- 5.94% |
$63.9K - $83K
|
38.7K
$1.14M
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.45K- 23.29% |
$63.9K - $83K
|
8.06K
$237K
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.46K- 21.98% |
$64.1K - $83.3K
|
8.71K
$256K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 20.78% |
$64.4K - $83.7K
|
9.4K
$277K
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.48K- 12.49% |
$64.8K - $84.1K
|
17.4K
$511K
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.48K- 14.45% |
$64.9K - $84.3K
|
14.7K
$433K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 0.24% |
$65.1K - $84.6K
|
1.03M
$30.4M
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.5K- 8.35% |
$65.2K - $84.7K
|
27.4K
$807K
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-2.5K- 5.18% |
$65.3K - $84.9K
|
45.7K
$1.35M
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-2.51K- 7.03% |
$65.7K - $85.3K
|
33.2K
$977K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 9.34% |
$65.7K - $85.4K
|
24.4K
$718K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.52K- 13.59% |
$65.9K - $85.6K
|
16K
$472K
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.54K- 9.58% |
$66.2K - $86K
|
23.9K
$704K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.55K- 5.27% |
$66.6K - $86.4K
|
45.8K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.56K- 13.34% |
$66.9K - $86.9K
|
16.6K
$489K
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.56K- 5.59% |
$67K - $87K
|
43.3K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-2.58K- 22.65% |
$67.4K - $87.5K
|
8.81K
$259K
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.59K- 14.47% |
$67.8K - $88K
|
15.3K
$451K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.6K- 19.64% |
$67.9K - $88.2K
|
10.6K
$313K
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.6K- 10.22% |
$68K - $88.3K
|
22.8K
$672K
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.61K- 20.95% |
$68.1K - $88.5K
|
9.84K
$289K
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.62K- 12.5% |
$68.4K - $88.8K
|
18.3K
$539K
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.63K- 12.49% |
$68.8K - $89.4K
|
18.5K
$543K
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 13.2% |
$69K - $89.6K
|
17.4K
$511K
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.64K- 8.02% |
$69.1K - $89.7K
|
30.3K
$892K
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.67K- 18.36% |
$69.7K - $90.6K
|
11.9K
$349K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.7K- 2.17% |
$70.6K - $91.6K
|
122K
$3.58M
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.75K- 24.43% |
$71.8K - $93.2K
|
8.49K
$250K
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-2.75K- 0.12% |
$71.8K - $93.2K
|
2.22M
$65.3M
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-2.76K- 0.97% |
$72.2K - $93.8K
|
283K
$8.32M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.77K- 3.94% |
$72.4K - $94K
|
67.6K
$1.99M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.78K- 8.48% |
$72.6K - $94.3K
|
30K
$883K
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.78K- 5.31% |
$72.6K - $94.3K
|
49.5K
$1.46M
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.81K- 5.23% |
$73.3K - $95.2K
|
50.8K
$1.49M
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.81K- 17.04% |
$73.5K - $95.4K
|
13.7K
$403K
|