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 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.43K- 2.11% |
$63.5K - $82.5K
|
113K
$2.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.44K- 5.96% |
$63.6K - $82.6K
|
38.4K
$917K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.45K- 3.72% |
$63.9K - $83K
|
63.4K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.45K- 5.94% |
$63.9K - $83K
|
38.7K
$924K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.45K- 23.29% |
$63.9K - $83K
|
8.06K
$192K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.45K- 18.15% |
$64K - $83.2K
|
11.1K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.46K- 21.98% |
$64.1K - $83.3K
|
8.71K
$208K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 20.78% |
$64.4K - $83.7K
|
9.4K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.48K- 12.49% |
$64.8K - $84.1K
|
17.4K
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.48K- 14.45% |
$64.9K - $84.3K
|
14.7K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 0.24% |
$65.1K - $84.6K
|
1.03M
$24.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.5K- 8.35% |
$65.2K - $84.7K
|
27.4K
$655K
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-2.5K- 5.18% |
$65.3K - $84.9K
|
45.7K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-2.51K- 7.03% |
$65.7K - $85.3K
|
33.2K
$793K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 9.34% |
$65.7K - $85.4K
|
24.4K
$583K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.52K- 13.59% |
$65.9K - $85.6K
|
16K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.54K- 9.58% |
$66.2K - $86K
|
23.9K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.55K- 5.27% |
$66.6K - $86.4K
|
45.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.56K- 13.34% |
$66.9K - $86.9K
|
16.6K
$397K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.56K- 5.59% |
$67K - $87K
|
43.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-2.58K- 22.65% |
$67.4K - $87.5K
|
8.81K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.59K- 14.47% |
$67.8K - $88K
|
15.3K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.6K- 19.64% |
$67.9K - $88.2K
|
10.6K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.6K- 10.22% |
$68K - $88.3K
|
22.8K
$545K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.61K- 20.95% |
$68.1K - $88.5K
|
9.84K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.62K- 12.5% |
$68.4K - $88.8K
|
18.3K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.63K- 12.49% |
$68.8K - $89.4K
|
18.5K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 13.2% |
$69K - $89.6K
|
17.4K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.64K- 8.02% |
$69.1K - $89.7K
|
30.3K
$724K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.67K- 18.36% |
$69.7K - $90.6K
|
11.9K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.7K- 2.17% |
$70.6K - $91.6K
|
122K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.75K- 24.43% |
$71.8K - $93.2K
|
8.49K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-2.75K- 0.12% |
$71.8K - $93.2K
|
2.22M
$53M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-2.76K- 0.97% |
$72.2K - $93.8K
|
283K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.77K- 3.94% |
$72.4K - $94K
|
67.6K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.78K- 8.48% |
$72.6K - $94.3K
|
30K
$716K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.78K- 5.31% |
$72.6K - $94.3K
|
49.5K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.81K- 5.23% |
$73.3K - $95.2K
|
50.8K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.81K- 17.04% |
$73.5K - $95.4K
|
13.7K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.82K- 24.88% |
$73.8K - $95.8K
|
8.52K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.82K- 8.58% |
$73.8K - $95.8K
|
30.1K
$719K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.83K- 11.27% |
$73.8K - $95.9K
|
22.2K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.83K- 6.98% |
$73.8K - $95.9K
|
37.7K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.83K- 1.33% |
$74K - $96.1K
|
211K
$5.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.83K- 17.88% |
$74K - $96.2K
|
13K
$311K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.83K- 17.88% |
$74K - $96.2K
|
13K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.86K- 27.1% |
$74.8K - $97.2K
|
7.7K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-2.86K- 17.2% |
$74.8K - $97.2K
|
13.8K
$329K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.89K- 6.39% |
$75.4K - $97.9K
|
42.3K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.89K- 14.77% |
$75.4K - $98K
|
16.7K
$398K
|