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 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-15.7K- 20.47% |
$410K - $532K
|
60.9K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-15.7K- 9.58% |
$411K - $534K
|
148K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-15.7K- 11.65% |
$411K - $534K
|
119K
$2.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-15.8K- 31.96% |
$412K - $535K
|
33.6K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-15.8K- 39.29% |
$412K - $536K
|
24.4K
$582K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.9K- 36.31% |
$416K - $541K
|
27.9K
$667K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16K- 12.7% |
$417K - $542K
|
110K
$2.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-16K- 13.08% |
$417K - $542K
|
106K
$2.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16K- 20.92% |
$418K - $543K
|
60.5K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.1K- 36.73% |
$420K - $546K
|
27.7K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-16.1K- 5.11% |
$421K - $547K
|
299K
$7.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16.2KClosed |
$423K - $550K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-16.3K- 10.82% |
$426K - $554K
|
135K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-16.3K- 69.85% |
$427K - $554K
|
7.05K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-16.4K- 42.13% |
$429K - $557K
|
22.5K
$538K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-16.5K- 14.31% |
$431K - $560K
|
98.9K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.5K- 21.01% |
$432K - $561K
|
62.1K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-16.5K- 1.91% |
$432K - $561K
|
847K
$20.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-16.5K- 36.83% |
$432K - $562K
|
28.4K
$677K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16.6K- 32.65% |
$433K - $563K
|
34.2K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-16.7K- 63.09% |
$436K - $567K
|
9.77K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17K- 3.42% |
$444K - $577K
|
480K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-17K- 44.16% |
$444K - $577K
|
21.5K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-17.1K- 2.23% |
$448K - $581K
|
752K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-17.2K- 27.7% |
$450K - $584K
|
44.9K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-17.3K- 69.09% |
$451K - $586K
|
7.72K
$184K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-17.4K- 65.35% |
$454K - $590K
|
9.21K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.4K- 18.8% |
$455K - $592K
|
75.3K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-17.5K- 10.87% |
$458K - $595K
|
144K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-17.6K- 45.88% |
$459K - $597K
|
20.7K
$495K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-17.6K- 6.09% |
$460K - $598K
|
272K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-17.6K- 7.5% |
$460K - $598K
|
217K
$5.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-17.6K- 0.82% |
$461K - $599K
|
2.14M
$51M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-17.7K- 26.12% |
$462K - $600K
|
50K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-17.7K- 35.61% |
$463K - $602K
|
32.1K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-17.8K- 14.5% |
$466K - $605K
|
105K
$2.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-17.9K- 16.63% |
$468K - $607K
|
89.7K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-18.1K- 5.45% |
$474K - $616K
|
315K
$7.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-18.2K- 18.19% |
$476K - $619K
|
82K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.3K- 14.38% |
$479K - $622K
|
109K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.4K- 22.83% |
$480K - $623K
|
62K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18.4K- 11.6% |
$480K - $624K
|
140K
$3.34M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-18.4K- 30.23% |
$480K - $624K
|
42.4K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.6K- 12.4% |
$487K - $632K
|
132K
$3.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-18.6K- 35.11% |
$487K - $632K
|
34.4K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-18.9K- 44.21% |
$493K - $640K
|
23.8K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-18.9K- 6.5% |
$493K - $640K
|
271K
$6.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-18.9K- 18.44% |
$494K - $641K
|
83.6K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-19K- 15.75% |
$496K - $644K
|
101K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-19.1K- 17.45% |
$499K - $648K
|
90.3K
$2.16M
|