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 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
154+ 5.36% |
$3.82K - $4.65K
|
3.03K
$73.4K
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
153+ 0.74% |
$3.79K - $4.62K
|
20.9K
$506K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
152+ 2.59% |
$3.77K - $4.59K
|
6.03K
$146K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
151+ 5.32% |
$3.74K - $4.56K
|
2.99K
$72.5K
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 0.31% |
$3.72K - $4.53K
|
48.4K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
150New |
$3.72K - $4.53K
|
150
$3.64K
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
139+ 0.3% |
$3.45K - $4.2K
|
46.2K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
134+ 0.4% |
$3.32K - $4.05K
|
33.9K
$823K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
130New |
$3.22K - $3.92K
|
130
$3.15K
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
127+ 1.55% |
$3.15K - $3.83K
|
8.33K
$202K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
126+ 0.92% |
$3.12K - $3.8K
|
13.8K
$333K
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
124+ 0.78% |
$3.08K - $3.74K
|
16K
$389K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
123+ 24.9% |
$3.05K - $3.71K
|
617
$15K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123New |
$3.05K - $3.71K
|
123
$2.98K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
120+ 0.81% |
$2.98K - $3.62K
|
15K
$364K
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
113+ 0.23% |
$2.8K - $3.41K
|
50K
$1.21M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
108New |
$2.68K - $3.26K
|
108
$2.62K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
106+ 8.95% |
$2.63K - $3.2K
|
1.29K
$31.3K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
106+ 26.57% |
$2.63K - $3.2K
|
505
$12.2K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
105+ 0.37% |
$2.6K - $3.17K
|
28.7K
$696K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
104+ 0.72% |
$2.58K - $3.14K
|
14.6K
$355K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
101New |
$2.5K - $3.05K
|
101
$2.45K
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 0.25% |
$2.48K - $3.02K
|
39.7K
$963K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100+ 3.61% |
$2.48K - $3.02K
|
2.87K
$69.6K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
91+ 1.31% |
$2.26K - $2.75K
|
7.03K
$170K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
90+ 0.6% |
$2.23K - $2.72K
|
15K
$364K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
83+ 1.0% |
$2.06K - $2.51K
|
8.42K
$204K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
80New |
$1.98K - $2.42K
|
80
$1.94K
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
80New |
$1.98K - $2.42K
|
80
$1.94K
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
79+ 0.32% |
$1.96K - $2.39K
|
25.2K
$610K
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
79+ 1.4% |
$1.96K - $2.39K
|
5.74K
$139K
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
BUY
|
- |
78+ 0.41% |
$1.93K - $2.35K
|
19.2K
$466K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
78+ 5.79% |
$1.93K - $2.35K
|
1.43K
$34.6K
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
78+ 0.16% |
$1.93K - $2.35K
|
50.3K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
72+ 0.22% |
$1.79K - $2.17K
|
33.2K
$805K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
66+ 0.54% |
$1.64K - $1.99K
|
12.4K
$300K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
66New |
$1.64K - $1.99K
|
66
$1.6K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
60+ 3.41% |
$1.49K - $1.81K
|
1.82K
$44.1K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
58+ 0.01% |
$1.44K - $1.75K
|
620K
$15M
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
52+ 1.09% |
$1.29K - $1.57K
|
4.84K
$117K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
52+ 0.4% |
$1.29K - $1.57K
|
12.9K
$313K
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
49+ 0.38% |
$1.22K - $1.48K
|
13.1K
$317K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
48New |
$1.19K - $1.45K
|
48
$1.16K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46+ 6.29% |
$1.14K - $1.39K
|
777
$18.8K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
46+ 2.51% |
$1.14K - $1.39K
|
1.88K
$45.5K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
41+ 0.28% |
$1.02K - $1.24K
|
14.5K
$351K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
33+ 0.33% |
$818 - $996
|
9.96K
$241K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
31+ 0.37% |
$769 - $936
|
8.33K
$202K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
31New |
$769 - $936
|
31
$751
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 1.62% |
$744 - $906
|
1.88K
$45.6K
|