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 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.7K- 3.07% |
$123K - $159K
|
148K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-4.7K- 5.81% |
$123K - $159K
|
76.2K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.76K- 7.79% |
$124K - $161K
|
56.3K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.79K- 12.25% |
$125K - $162K
|
34.3K
$818K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-4.8K- 37.1% |
$126K - $163K
|
8.14K
$194K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.83K- 26.26% |
$126K - $164K
|
13.6K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-4.84K- 14.52% |
$126K - $164K
|
28.5K
$680K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-4.84K- 9.25% |
$126K - $164K
|
47.5K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-4.84K- 3.85% |
$127K - $164K
|
121K
$2.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-4.86K- 35.88% |
$127K - $165K
|
8.68K
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.88K- 36.9% |
$127K - $165K
|
8.34K
$199K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.9K- 7.21% |
$128K - $166K
|
63K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.9K- 42.99% |
$128K - $166K
|
6.5K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.9K- 19.16% |
$128K - $166K
|
20.7K
$493K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.94K- 35.75% |
$129K - $168K
|
8.88K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-5K- 19.57% |
$131K - $170K
|
20.5K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5K- 17.27% |
$131K - $170K
|
24K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.01K- 1.92% |
$131K - $170K
|
256K
$6.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.01K- 16.2% |
$131K - $170K
|
25.9K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.03K- 37.25% |
$131K - $171K
|
8.48K
$202K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-5.05K- 23.93% |
$132K - $171K
|
16K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5.1K- 8.57% |
$133K - $173K
|
54.4K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5.1K- 11.56% |
$133K - $173K
|
39K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.12K- 3.77% |
$134K - $174K
|
130K
$3.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.13K- 20.09% |
$134K - $174K
|
20.4K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.13K- 72.35% |
$134K - $174K
|
1.96K
$46.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-5.13K- 6.92% |
$134K - $174K
|
69.1K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5.14K- 15.16% |
$134K - $174K
|
28.8K
$686K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-5.15K- 2.41% |
$135K - $175K
|
208K
$4.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.15K- 7.39% |
$135K - $175K
|
64.6K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.17K- 5.82% |
$135K - $175K
|
83.6K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5.24K- 6.17% |
$137K - $178K
|
79.7K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-5.25K- 11.08% |
$137K - $178K
|
42.2K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-5.28K- 43.1% |
$138K - $179K
|
6.98K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-5.3K- 29.03% |
$138K - $180K
|
13K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.32K- 3.61% |
$139K - $181K
|
142K
$3.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.37K- 7.67% |
$140K - $182K
|
64.6K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-5.38K- 15.86% |
$141K - $183K
|
28.5K
$681K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.39K- 10.14% |
$141K - $183K
|
47.8K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.43K- 17.93% |
$142K - $184K
|
24.8K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.49K- 17.35% |
$143K - $186K
|
26.1K
$624K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.54K- 18.14% |
$145K - $188K
|
25K
$597K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 16.78% |
$146K - $189K
|
27.6K
$660K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-5.61K- 6.9% |
$147K - $190K
|
75.7K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.65K- 36.59% |
$148K - $192K
|
9.78K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-5.65K- 17.79% |
$148K - $192K
|
26.1K
$623K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.68K- 14.56% |
$148K - $193K
|
33.3K
$796K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.69K- 22.52% |
$149K - $193K
|
19.6K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-5.7K- 45.56% |
$149K - $193K
|
6.81K
$162K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5.73K- 4.52% |
$150K - $194K
|
121K
$2.89M
|