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 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.92K- 7.7% |
$76.3K - $99.1K
|
35K
$835K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.93K- 28.85% |
$76.4K - $99.3K
|
7.21K
$172K
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.93K- 4.65% |
$76.5K - $99.4K
|
60.1K
$1.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.97K- 14.03% |
$77.5K - $101K
|
18.2K
$434K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.97K- 6.07% |
$77.6K - $101K
|
46K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.97K- 3.51% |
$77.6K - $101K
|
81.6K
$1.95M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.97K- 6.83% |
$77.7K - $101K
|
40.5K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.98K- 8.34% |
$77.7K - $101K
|
32.7K
$781K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.99K- 14.58% |
$78K - $101K
|
17.5K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-2.99K- 27.51% |
$78.1K - $101K
|
7.88K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 28.22% |
$78.2K - $102K
|
7.62K
$182K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3K- 1.7% |
$78.4K - $102K
|
173K
$4.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-3.01K- 25.76% |
$78.6K - $102K
|
8.67K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 22.05% |
$78.6K - $102K
|
10.6K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.04K- 5.63% |
$79.3K - $103K
|
50.8K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.04K- 12.34% |
$79.3K - $103K
|
21.6K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.05K- 11.73% |
$79.8K - $104K
|
23K
$548K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.06K- 6.6% |
$79.9K - $104K
|
43.3K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.07K- 25.92% |
$80.3K - $104K
|
8.78K
$210K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 73.62% |
$80.4K - $104K
|
1.1K
$26.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3.1K- 0.89% |
$81K - $105K
|
347K
$8.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.11K- 25.38% |
$81.1K - $105K
|
9.13K
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.11K- 4.84% |
$81.4K - $106K
|
61.2K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.13K- 23.6% |
$81.8K - $106K
|
10.1K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-3.13K- 12.94% |
$81.9K - $106K
|
21.1K
$503K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.13K- 12.78% |
$81.9K - $106K
|
21.4K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.14K- 9.08% |
$82.1K - $107K
|
31.5K
$751K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.15K- 10.81% |
$82.2K - $107K
|
25.9K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 16.15% |
$82.3K - $107K
|
16.3K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.15K- 4.89% |
$82.4K - $107K
|
61.3K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-3.16K- 4.67% |
$82.4K - $107K
|
64.4K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.16K- 10.22% |
$82.5K - $107K
|
27.7K
$662K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.17K- 15.1% |
$82.8K - $108K
|
17.8K
$425K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.17K- 12.15% |
$82.9K - $108K
|
22.9K
$548K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-3.18K- 27.23% |
$83.1K - $108K
|
8.5K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.19K- 88.94% |
$83.2K - $108K
|
396
$9.45K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.21K- 27.3% |
$83.9K - $109K
|
8.55K
$204K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.21K- 21.61% |
$84K - $109K
|
11.7K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.22K- 5.67% |
$84.2K - $109K
|
53.6K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.23K- 2.82% |
$84.5K - $110K
|
111K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.24K- 5.35% |
$84.6K - $110K
|
57.3K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.24K- 23.33% |
$84.7K - $110K
|
10.6K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.26K- 57.08% |
$85.3K - $111K
|
2.45K
$58.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.26K- 6.0% |
$85.3K - $111K
|
51.1K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.27K- 19.01% |
$85.3K - $111K
|
13.9K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-3.27K- 20.41% |
$85.4K - $111K
|
12.8K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.27K- 1.2% |
$85.5K - $111K
|
269K
$6.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-3.28K- 10.62% |
$85.7K - $111K
|
27.6K
$659K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.29K- 24.13% |
$85.9K - $112K
|
10.3K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.29K- 2.09% |
$86K - $112K
|
154K
$3.68M
|