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 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-10.3K- 4.08% |
$269K - $350K
|
242K
$5.78M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-10.3K- 3.88% |
$270K - $350K
|
255K
$6.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-10.4K- 52.18% |
$271K - $351K
|
9.49K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 2.31% |
$271K - $352K
|
438K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 22.25% |
$271K - $352K
|
36.2K
$865K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-10.4K- 12.7% |
$273K - $355K
|
71.8K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.5K- 52.39% |
$275K - $357K
|
9.55K
$228K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.5K- 5.93% |
$275K - $357K
|
167K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 17.46% |
$275K - $358K
|
49.8K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10.6K- 27.2% |
$276K - $359K
|
28.3K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.6K- 17.28% |
$276K - $359K
|
50.6K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-10.6K- 24.94% |
$277K - $359K
|
31.9K
$761K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10.6K- 9.85% |
$277K - $360K
|
97K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.7K- 19.41% |
$281K - $365K
|
44.6K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.8K- 13.1% |
$282K - $366K
|
71.5K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-10.8K- 15.66% |
$283K - $367K
|
58.3K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-10.8K- 26.34% |
$283K - $368K
|
30.3K
$724K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 22.27% |
$284K - $368K
|
37.9K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-10.9K- 1.81% |
$284K - $368K
|
589K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-10.9K- 55.0% |
$284K - $369K
|
8.91K
$213K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.9K- 25.76% |
$285K - $370K
|
31.4K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 11.32% |
$285K - $370K
|
85.4K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10.9K- 4.33% |
$286K - $371K
|
242K
$5.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-11K- 29.89% |
$287K - $373K
|
25.8K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 11.9% |
$289K - $376K
|
81.9K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-11.2K- 45.31% |
$294K - $381K
|
13.6K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-11.3K- 44.34% |
$296K - $384K
|
14.2K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-11.4K- 0.82% |
$297K - $385K
|
1.37M
$32.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.4K- 5.37% |
$297K - $385K
|
200K
$4.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-11.4K- 18.83% |
$297K - $386K
|
49K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11.4K- 31.43% |
$298K - $387K
|
24.9K
$593K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-11.4K- 20.17% |
$299K - $388K
|
45.3K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-11.4K- 21.67% |
$299K - $389K
|
41.4K
$988K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11.5K- 0.86% |
$301K - $391K
|
1.33M
$31.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.5K- 2.64% |
$302K - $392K
|
425K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-11.6K- 34.26% |
$302K - $393K
|
22.2K
$530K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.7K- 32.96% |
$307K - $398K
|
23.9K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-11.7K- 2.96% |
$307K - $398K
|
384K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.8K- 0.76% |
$308K - $400K
|
1.53M
$36.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.9K- 35.38% |
$311K - $404K
|
21.7K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-11.9K- 25.45% |
$311K - $404K
|
34.9K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-11.9K- 3.42% |
$311K - $405K
|
336K
$8.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-12K- 4.85% |
$315K - $409K
|
236K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.1K- 45.52% |
$315K - $410K
|
14.5K
$345K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 7.4% |
$316K - $411K
|
152K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 11.03% |
$317K - $412K
|
97.8K
$2.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-12.2K- 7.31% |
$318K - $413K
|
154K
$3.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-12.2K- 20.16% |
$318K - $414K
|
48.3K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-12.2K- 15.59% |
$319K - $415K
|
66.1K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-12.4K- 44.41% |
$323K - $420K
|
15.5K
$370K
|