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 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6.54K- 37.21% |
$171K - $222K
|
11K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-6.54K- 5.07% |
$171K - $222K
|
123K
$2.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.61K- 8.75% |
$173K - $224K
|
68.9K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-6.64K- 23.17% |
$173K - $225K
|
22K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 32.71% |
$174K - $225K
|
13.7K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.65K- 37.48% |
$174K - $226K
|
11.1K
$265K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.68KClosed |
$174K - $227K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.68K- 33.87% |
$175K - $227K
|
13K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.69K- 2.45% |
$175K - $227K
|
267K
$6.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-6.78K- 13.35% |
$177K - $230K
|
44K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-6.79K- 35.73% |
$177K - $230K
|
12.2K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-6.79K- 25.47% |
$177K - $230K
|
19.9K
$474K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.79K- 2.44% |
$177K - $231K
|
271K
$6.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.8K- 33.59% |
$178K - $231K
|
13.4K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.8K- 3.67% |
$178K - $231K
|
179K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.85K- 3.23% |
$179K - $232K
|
205K
$4.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-6.85K- 29.3% |
$179K - $233K
|
16.5K
$395K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-6.91K- 26.01% |
$180K - $234K
|
19.6K
$469K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.92K- 4.44% |
$181K - $235K
|
149K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.94K- 5.26% |
$181K - $236K
|
125K
$2.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-6.97K- 22.05% |
$182K - $236K
|
24.6K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.98K- 12.09% |
$182K - $237K
|
50.8K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-7.01K- 11.79% |
$183K - $238K
|
52.4K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.05K- 34.35% |
$184K - $239K
|
13.5K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7.07K- 13.64% |
$185K - $240K
|
44.7K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.07K- 12.92% |
$185K - $240K
|
47.7K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-7.09K- 49.4% |
$185K - $241K
|
7.26K
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-7.13K- 32.87% |
$186K - $242K
|
14.6K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.18K- 1.85% |
$188K - $244K
|
380K
$9.08M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-7.2K- 16.76% |
$188K - $244K
|
35.8K
$854K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.21K- 24.89% |
$188K - $245K
|
21.8K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.24K- 13.43% |
$189K - $246K
|
46.7K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-7.24K- 44.24% |
$189K - $246K
|
9.13K
$218K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.24K- 11.43% |
$189K - $246K
|
56.2K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-7.26K- 7.48% |
$190K - $246K
|
89.7K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-7.28K- 30.27% |
$190K - $247K
|
16.8K
$400K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.33K- 5.51% |
$191K - $249K
|
126K
$3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.36K- 11.33% |
$192K - $250K
|
57.6K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-7.36K- 40.29% |
$192K - $250K
|
10.9K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.41K- 23.4% |
$194K - $252K
|
24.3K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.42K- 11.7% |
$194K - $252K
|
56K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.44K- 47.31% |
$194K - $252K
|
8.28K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-7.45K- 13.66% |
$195K - $253K
|
47.1K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.45K- 3.92% |
$195K - $253K
|
183K
$4.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-7.45K- 6.63% |
$195K - $253K
|
105K
$2.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.45K- 21.23% |
$195K - $253K
|
27.7K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-7.49K- 2.17% |
$196K - $254K
|
338K
$8.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.5K- 10.71% |
$196K - $254K
|
62.5K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.56K- 27.92% |
$197K - $256K
|
19.5K
$466K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-7.56K- 37.26% |
$198K - $257K
|
12.7K
$304K
|