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
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.69K- 14.57% |
$227K - $295K
|
51K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.69K- 8.31% |
$227K - $295K
|
96K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-8.7K- 10.91% |
$227K - $295K
|
71K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-8.7K- 19.93% |
$227K - $295K
|
35K
$835K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.72K- 12.24% |
$228K - $296K
|
62.5K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.74K- 28.08% |
$228K - $297K
|
22.4K
$534K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8.77K- 2.73% |
$229K - $298K
|
312K
$7.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8.81K- 43.56% |
$230K - $299K
|
11.4K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-8.84K- 10.04% |
$231K - $300K
|
79.2K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8.87K- 55.0% |
$232K - $301K
|
7.26K
$173K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-8.87KClosed |
$232K - $301K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.93K- 17.45% |
$233K - $303K
|
42.2K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.93K- 21.97% |
$233K - $303K
|
31.7K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.95K- 8.49% |
$234K - $304K
|
96.4K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.97K- 6.58% |
$234K - $304K
|
127K
$3.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.05K- 10.98% |
$237K - $307K
|
73.4K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.1K- 7.05% |
$238K - $309K
|
120K
$2.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-9.16K- 46.35% |
$239K - $311K
|
10.6K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.18K- 3.67% |
$240K - $312K
|
241K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.18K- 3.67% |
$240K - $312K
|
241K
$5.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-9.34K- 2.82% |
$244K - $317K
|
322K
$7.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.34K- 27.54% |
$244K - $317K
|
24.6K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-9.45K- 42.37% |
$247K - $321K
|
12.9K
$307K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-9.46K- 0.59% |
$247K - $321K
|
1.59M
$37.9M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-9.47KClosed |
$248K - $322K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-9.49K- 22.11% |
$248K - $322K
|
33.4K
$798K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-9.52K- 13.36% |
$249K - $323K
|
61.7K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.56K- 21.06% |
$250K - $324K
|
35.8K
$855K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.59K- 7.39% |
$251K - $325K
|
120K
$2.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-9.63K- 36.74% |
$252K - $327K
|
16.6K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-9.64K- 41.29% |
$252K - $327K
|
13.7K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-9.69K- 1.63% |
$253K - $329K
|
585K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-9.71K- 10.32% |
$254K - $330K
|
84.4K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.76K- 15.19% |
$255K - $331K
|
54.5K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.8K- 4.96% |
$256K - $333K
|
188K
$4.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-9.81K- 57.05% |
$256K - $333K
|
7.38K
$176K
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-9.88K- 7.9% |
$258K - $335K
|
115K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.94K- 15.58% |
$260K - $337K
|
53.9K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-9.94K- 23.33% |
$260K - $337K
|
32.7K
$780K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9.94K- 15.41% |
$260K - $337K
|
54.6K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-9.98K- 57.5% |
$261K - $339K
|
7.38K
$176K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.99K- 16.46% |
$261K - $339K
|
50.7K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-10K- 16.64% |
$261K - $340K
|
50.1K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10K- 16.04% |
$262K - $340K
|
52.4K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.1K- 3.46% |
$264K - $342K
|
282K
$6.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-10.2K- 37.8% |
$266K - $346K
|
16.8K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-10.2K- 4.24% |
$267K - $347K
|
231K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-10.2K- 12.0% |
$267K - $347K
|
75K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.3K- 26.57% |
$268K - $349K
|
28.4K
$678K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-10.3K- 46.28% |
$269K - $349K
|
11.9K
$285K
|