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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-264- 1.27% |
$6.55K - $7.97K
|
20.5K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-265- 1.87% |
$6.57K - $8K
|
13.9K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-280- 0.39% |
$6.94K - $8.45K
|
71K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-285- 0.93% |
$7.07K - $8.6K
|
30.3K
$723K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-289- 1.06% |
$7.17K - $8.72K
|
26.9K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-295- 1.79% |
$7.32K - $8.91K
|
16.1K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-300- 1.18% |
$7.44K - $9.06K
|
25.1K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-300- 2.81% |
$7.44K - $9.06K
|
10.4K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-300- 1.55% |
$7.44K - $9.06K
|
19K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-300- 2.9% |
$7.44K - $9.06K
|
10.1K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-301- 9.46% |
$7.46K - $9.09K
|
2.88K
$68.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-303- 1.32% |
$7.51K - $9.15K
|
22.6K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-304- 2.24% |
$7.54K - $9.18K
|
13.3K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-308- 0.78% |
$7.64K - $9.3K
|
39.3K
$937K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-308- 1.11% |
$7.64K - $9.3K
|
27.4K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-310- 3.12% |
$7.69K - $9.36K
|
9.63K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-310- 1.05% |
$7.69K - $9.36K
|
29.1K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-312- 3.42% |
$7.74K - $9.42K
|
8.8K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-313- 13.51% |
$7.76K - $9.45K
|
2K
$47.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-321- 24.39% |
$7.96K - $9.69K
|
995
$23.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-323- 2.04% |
$8.01K - $9.75K
|
15.5K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-323- 70.83% |
$8.01K - $9.75K
|
133
$3.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-327- 0.79% |
$8.11K - $9.87K
|
41.2K
$983K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-330- 1.84% |
$8.18K - $9.96K
|
17.6K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-331- 0.72% |
$8.21K - $9.99K
|
45.7K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-332- 2.31% |
$8.23K - $10K
|
14K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-339- 2.63% |
$8.41K - $10.2K
|
12.5K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-340- 3.95% |
$8.43K - $10.3K
|
8.27K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-340- 2.02% |
$8.43K - $10.3K
|
16.5K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-342- 2.9% |
$8.48K - $10.3K
|
11.4K
$273K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-344- 2.0% |
$8.53K - $10.4K
|
16.8K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-351- 0.17% |
$8.7K - $10.6K
|
200K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-362- 3.02% |
$8.98K - $10.9K
|
11.6K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-363- 2.57% |
$9K - $11K
|
13.8K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-363- 4.94% |
$9K - $11K
|
6.98K
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-363- 0.58% |
$9K - $11K
|
62.4K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-365- 3.57% |
$9.05K - $11K
|
9.86K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-368- 3.68% |
$9.13K - $11.1K
|
9.63K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-371- 1.15% |
$9.2K - $11.2K
|
31.8K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-372- 3.22% |
$9.23K - $11.2K
|
11.2K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-382- 4.04% |
$9.47K - $11.5K
|
9.07K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-395- 1.72% |
$9.8K - $11.9K
|
22.6K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 0.92% |
$9.92K - $12.1K
|
43.1K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-400- 2.38% |
$9.92K - $12.1K
|
16.4K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-401- 2.13% |
$9.94K - $12.1K
|
18.4K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-402- 3.82% |
$9.97K - $12.1K
|
10.1K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-403- 9.7% |
$9.99K - $12.2K
|
3.75K
$89.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-405- 2.06% |
$10K - $12.2K
|
19.2K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-408- 0.8% |
$10.1K - $12.3K
|
50.9K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-413- 0.53% |
$10.2K - $12.5K
|
77.3K
$1.85M
|