Purchases and Sales Made in Q4 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2024. 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, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11K+ 0.08% |
$27.6K - $33.6K
|
1.41M
$34.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.11K+ 2.14% |
$27.6K - $33.5K
|
52.9K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 29.32% |
$27.3K - $33.2K
|
4.85K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 3.17% |
$27K - $32.8K
|
35.4K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 13.38% |
$26.9K - $32.8K
|
9.2K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07K+ 11.93% |
$26.6K - $32.4K
|
10.1K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.07KNew |
$26.6K - $32.3K
|
1.07K
$25.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.05K+ 6.5% |
$26.1K - $31.8K
|
17.3K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1K+ 1.57% |
$24.8K - $30.2K
|
64.8K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1K+ 7.27% |
$24.8K - $30.2K
|
14.8K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
1K+ 7.14% |
$24.8K - $30.2K
|
15K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1K+ 119.62% |
$24.8K - $30.2K
|
1.84K
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1KNew |
$24.8K - $30.2K
|
1K
$24.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
993New |
$24.6K - $30K
|
993
$24K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
993New |
$24.6K - $30K
|
993
$24K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
985+ 6.0% |
$24.4K - $29.7K
|
17.4K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
973+ 2.04% |
$24.1K - $29.4K
|
48.6K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
971New |
$24.1K - $29.3K
|
971
$23.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
955+ 2.34% |
$23.7K - $28.8K
|
41.7K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
942+ 2.04% |
$23.4K - $28.4K
|
47.2K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
914+ 0.74% |
$22.7K - $27.6K
|
125K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
900+ 6.49% |
$22.3K - $27.2K
|
14.8K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
889+ 1.69% |
$22K - $26.8K
|
53.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
882+ 7.54% |
$21.9K - $26.6K
|
12.6K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
880New |
$21.8K - $26.6K
|
880
$21.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
874New |
$21.7K - $26.4K
|
874
$21.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
868+ 0.62% |
$21.5K - $26.2K
|
141K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
864+ 5.57% |
$21.4K - $26.1K
|
16.4K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
840New |
$20.8K - $25.4K
|
840
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
839+ 3.74% |
$20.8K - $25.3K
|
23.3K
$563K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
838+ 0.16% |
$20.8K - $25.3K
|
518K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
812+ 6.07% |
$20.1K - $24.5K
|
14.2K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
807+ 5.61% |
$20K - $24.4K
|
15.2K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
800+ 1.3% |
$19.8K - $24.2K
|
62.4K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
800New |
$19.8K - $24.2K
|
800
$19.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
779+ 3.26% |
$19.3K - $23.5K
|
24.7K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
776+ 8.33% |
$19.2K - $23.4K
|
10.1K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
768+ 1.99% |
$19K - $23.2K
|
39.3K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
764+ 1.14% |
$18.9K - $23.1K
|
67.5K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
760+ 59.89% |
$18.8K - $22.9K
|
2.03K
$49.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
759+ 5.99% |
$18.8K - $22.9K
|
13.4K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
753+ 5.63% |
$18.7K - $22.7K
|
14.1K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
734+ 0.98% |
$18.2K - $22.2K
|
75.6K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
729+ 8.46% |
$18.1K - $22K
|
9.35K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
722New |
$17.9K - $21.8K
|
722
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
714+ 1.2% |
$17.7K - $21.6K
|
60K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
709+ 0.65% |
$17.6K - $21.4K
|
109K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
709+ 0.68% |
$17.6K - $21.4K
|
104K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
700+ 3.21% |
$17.4K - $21.1K
|
22.5K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
684+ 5.54% |
$17K - $20.6K
|
13K
$315K
|