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 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12.4K- 7.19% |
$325K - $422K
|
161K
$3.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.6K- 19.09% |
$328K - $426K
|
53.2K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.7K- 14.99% |
$331K - $430K
|
71.9K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-12.9K- 27.31% |
$337K - $438K
|
34.4K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-13K- 25.45% |
$339K - $441K
|
38K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13K- 2.62% |
$340K - $441K
|
484K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-13K- 3.58% |
$341K - $443K
|
351K
$8.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-13.1K- 6.2% |
$341K - $443K
|
198K
$4.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-13.1K- 20.52% |
$342K - $444K
|
50.7K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.1K- 22.49% |
$343K - $445K
|
45.2K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-13.2K- 19.4% |
$345K - $448K
|
54.9K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-13.5K- 15.18% |
$352K - $457K
|
75.3K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.6K- 36.93% |
$355K - $461K
|
23.2K
$553K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-13.7K- 28.35% |
$357K - $464K
|
34.5K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-13.7K- 16.33% |
$358K - $465K
|
70.2K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-13.7K- 27.22% |
$359K - $466K
|
36.8K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.7K- 17.66% |
$359K - $467K
|
64.1K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-13.8K- 39.96% |
$360K - $467K
|
20.7K
$494K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.9K- 41.29% |
$362K - $471K
|
19.7K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-13.9K- 17.57% |
$363K - $471K
|
65.2K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13.9K- 24.41% |
$363K - $472K
|
43K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13.9K- 5.94% |
$364K - $473K
|
221K
$5.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14K- 7.22% |
$365K - $474K
|
180K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-14K- 32.56% |
$366K - $475K
|
29K
$692K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.1K- 0.74% |
$367K - $477K
|
1.89M
$45.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-14.1K- 20.3% |
$367K - $477K
|
55.2K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-14.1K- 38.39% |
$369K - $480K
|
22.7K
$541K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14.2K- 36.85% |
$372K - $483K
|
24.4K
$582K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-14.3K- 16.0% |
$372K - $484K
|
74.8K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14.3K- 18.89% |
$373K - $484K
|
61.2K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-14.3K- 45.74% |
$375K - $487K
|
17K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.4K- 14.32% |
$377K - $490K
|
86.4K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-14.5K- 48.72% |
$378K - $490K
|
15.2K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-14.6K- 58.95% |
$382K - $496K
|
10.2K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-14.6K- 59.25% |
$382K - $496K
|
10K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.7K- 27.34% |
$384K - $499K
|
39.1K
$933K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-14.7K- 36.2% |
$385K - $500K
|
26K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.8K- 57.16% |
$387K - $503K
|
11.1K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-14.8K- 17.05% |
$388K - $504K
|
72.2K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15K- 9.68% |
$392K - $509K
|
140K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15K- 35.38% |
$392K - $509K
|
27.4K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-15K- 14.58% |
$393K - $510K
|
88K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.1K- 3.39% |
$395K - $512K
|
431K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-15.1K- 47.97% |
$395K - $513K
|
16.4K
$392K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-15.1K- 46.16% |
$395K - $514K
|
17.7K
$421K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-15.1K- 15.62% |
$395K - $514K
|
81.8K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15.2K- 57.28% |
$398K - $517K
|
11.4K
$271K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15.5K- 12.6% |
$404K - $525K
|
107K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.6K- 27.24% |
$408K - $529K
|
41.7K
$994K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-15.7K- 24.47% |
$410K - $532K
|
48.4K
$1.16M
|