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
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.96K- 6.24% |
$104K - $135K
|
59.5K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.97K- 12.46% |
$104K - $135K
|
27.9K
$665K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.98K- 10.03% |
$104K - $135K
|
35.7K
$853K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.98K- 1.94% |
$104K - $135K
|
201K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.99K- 16.1% |
$104K - $135K
|
20.8K
$496K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.99K- 8.96% |
$104K - $136K
|
40.6K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4K- 55.4% |
$105K - $136K
|
3.22K
$76.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-4.02K- 15.95% |
$105K - $137K
|
21.2K
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.07K- 8.22% |
$106K - $138K
|
45.5K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.08K- 6.06% |
$107K - $139K
|
63.3K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-4.09K- 3.92% |
$107K - $139K
|
100K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4.1K- 7.98% |
$107K - $139K
|
47.2K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.11K- 32.47% |
$107K - $140K
|
8.56K
$204K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-4.14K- 20.09% |
$108K - $141K
|
16.5K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.15K- 4.24% |
$108K - $141K
|
93.8K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.15K- 23.84% |
$108K - $141K
|
13.3K
$317K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-4.16K- 11.61% |
$109K - $141K
|
31.7K
$757K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.17K- 15.35% |
$109K - $141K
|
23K
$549K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-4.17K- 10.06% |
$109K - $142K
|
37.3K
$890K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.18K- 6.69% |
$109K - $142K
|
58.2K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.18K- 0.2% |
$109K - $142K
|
2.06M
$49.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-4.2K- 13.08% |
$110K - $142K
|
27.9K
$665K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-4.2K- 26.36% |
$110K - $143K
|
11.7K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-4.2K- 12.45% |
$110K - $143K
|
29.5K
$705K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-4.21K- 10.67% |
$110K - $143K
|
35.2K
$840K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-4.22K- 1.91% |
$110K - $143K
|
217K
$5.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.24K- 3.36% |
$111K - $144K
|
122K
$2.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-4.25K- 5.87% |
$111K - $144K
|
68.1K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.28K- 19.07% |
$112K - $145K
|
18.2K
$433K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.29K- 7.01% |
$112K - $146K
|
56.9K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.33K- 22.55% |
$113K - $147K
|
14.9K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.34K- 18.92% |
$113K - $147K
|
18.6K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.37K- 15.6% |
$114K - $148K
|
23.6K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.4K- 30.14% |
$115K - $149K
|
10.2K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.41K- 25.7% |
$115K - $150K
|
12.8K
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.44K- 6.83% |
$116K - $151K
|
60.6K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.45K- 1.95% |
$116K - $151K
|
224K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.46K- 12.82% |
$117K - $151K
|
30.3K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.51K- 16.34% |
$118K - $153K
|
23.1K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-4.51K- 40.73% |
$118K - $153K
|
6.57K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.52K- 23.16% |
$118K - $153K
|
15K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.53K- 20.6% |
$118K - $154K
|
17.5K
$417K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 6.49% |
$118K - $154K
|
65.3K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.55K- 16.49% |
$119K - $155K
|
23.1K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.58K- 25.64% |
$120K - $155K
|
13.3K
$317K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.61K- 12.05% |
$120K - $156K
|
33.7K
$803K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.62K- 8.36% |
$121K - $157K
|
50.6K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.63K- 19.72% |
$121K - $157K
|
18.8K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.64K- 8.19% |
$121K - $157K
|
52K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.69K- 33.67% |
$123K - $159K
|
9.24K
$221K
|