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 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-34.5K- 4.37% |
$902K - $1.17M
|
755K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-34.9K- 6.73% |
$912K - $1.18M
|
483K
$11.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-34.9K- 34.2% |
$912K - $1.18M
|
67.1K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-35.2K- 93.55% |
$919K - $1.19M
|
2.43K
$57.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-35.4K- 14.2% |
$925K - $1.2M
|
214K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35.6K- 11.03% |
$931K - $1.21M
|
287K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35.7K- 20.87% |
$932K - $1.21M
|
135K
$3.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-35.7K- 5.78% |
$934K - $1.21M
|
583K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-36.1K- 51.12% |
$944K - $1.23M
|
34.5K
$825K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36.2K- 27.85% |
$946K - $1.23M
|
93.8K
$2.24M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36.7K- 24.85% |
$960K - $1.25M
|
111K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-36.8K- 97.57% |
$962K - $1.25M
|
916
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-36.9K- 19.8% |
$963K - $1.25M
|
149K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-37.4K- 48.03% |
$976K - $1.27M
|
40.4K
$965K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-37.4KClosed |
$976K - $1.27M
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-37.5K- 58.87% |
$979K - $1.27M
|
26.2K
$625K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-37.8K- 61.74% |
$988K - $1.28M
|
23.4K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.9K- 5.14% |
$990K - $1.29M
|
699K
$16.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-37.9K- 67.75% |
$990K - $1.29M
|
18K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-38.4K- 7.87% |
$1M - $1.3M
|
450K
$10.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39.2K- 19.6% |
$1.02M - $1.33M
|
161K
$3.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-39.3K- 51.76% |
$1.03M - $1.34M
|
36.7K
$875K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-39.4K- 66.0% |
$1.03M - $1.34M
|
20.3K
$484K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-39.5K- 17.86% |
$1.03M - $1.34M
|
182K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.8K- 17.95% |
$1.04M - $1.35M
|
182K
$4.34M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-39.8K- 21.35% |
$1.04M - $1.35M
|
147K
$3.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.8K- 19.62% |
$1.04M - $1.35M
|
163K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-40.6K- 5.48% |
$1.06M - $1.38M
|
701K
$16.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-40.6K- 26.71% |
$1.06M - $1.38M
|
112K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-40.7K- 48.64% |
$1.06M - $1.38M
|
42.9K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40.8K- 5.45% |
$1.07M - $1.38M
|
707K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-41.1K- 14.77% |
$1.07M - $1.4M
|
237K
$5.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-41.3K- 13.43% |
$1.08M - $1.4M
|
266K
$6.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-41.4K- 20.19% |
$1.08M - $1.41M
|
164K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-41.5K- 28.09% |
$1.08M - $1.41M
|
106K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-41.6K- 3.09% |
$1.09M - $1.41M
|
1.3M
$31.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-41.8K- 37.9% |
$1.09M - $1.42M
|
68.5K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-41.9K- 7.83% |
$1.1M - $1.42M
|
494K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-42K- 3.55% |
$1.1M - $1.43M
|
1.14M
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-42.2K- 74.74% |
$1.1M - $1.43M
|
14.3K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-42.5K- 16.98% |
$1.11M - $1.44M
|
208K
$4.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-42.9K- 7.62% |
$1.12M - $1.46M
|
520K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-42.9K- 80.4% |
$1.12M - $1.46M
|
10.5K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-43K- 11.72% |
$1.12M - $1.46M
|
324K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-43.1K- 15.67% |
$1.13M - $1.46M
|
232K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-43.3K- 4.37% |
$1.13M - $1.47M
|
948K
$22.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-43.3K- 51.27% |
$1.13M - $1.47M
|
41.2K
$983K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-43.6K- 8.44% |
$1.14M - $1.48M
|
473K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-43.6K- 9.31% |
$1.14M - $1.48M
|
425K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-43.7K- 13.23% |
$1.14M - $1.48M
|
287K
$6.85M
|