Purchases and Sales Made in Q1 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
22.8K+ 28.78% |
$590K - $677K
|
102K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
22.7K+ 16.97% |
$588K - $675K
|
156K
$3.88M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.7K+ 7.82% |
$587K - $675K
|
313K
$7.76M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
22.6K+ 92.96% |
$584K - $671K
|
46.9K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22.5K+ 24.04% |
$583K - $670K
|
116K
$2.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
22.5K+ 1.63% |
$583K - $669K
|
1.41M
$34.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.4K+ 41.3% |
$581K - $667K
|
76.8K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
22.4KNew |
$579K - $665K
|
22.4K
$555K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
22.3K+ 12.18% |
$576K - $662K
|
205K
$5.09M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
22.3K+ 48.25% |
$576K - $662K
|
68.4K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
22KNew |
$570K - $654K
|
22K
$546K
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
22K+ 97.67% |
$570K - $654K
|
44.5K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
22KNew |
$570K - $654K
|
22K
$546K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
21.9KNew |
$568K - $652K
|
21.9K
$544K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
21.6K+ 0.66% |
$560K - $643K
|
3.32M
$82.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
21.2KNew |
$549K - $631K
|
21.2K
$526K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
21.1K+ 46.14% |
$547K - $629K
|
67K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.1K+ 8.27% |
$547K - $628K
|
277K
$6.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
21.1KNew |
$545K - $626K
|
21.1K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
21KNew |
$544K - $624K
|
21K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
21K+ 43.49% |
$544K - $624K
|
69.3K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
21K+ 7.38% |
$543K - $623K
|
305K
$7.56M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21K+ 7.06% |
$542K - $623K
|
317K
$7.87M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
20.9K+ 26.19% |
$542K - $623K
|
101K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 1.56% |
$535K - $615K
|
1.34M
$33.3M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
20.7K+ 15.28% |
$535K - $615K
|
156K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20.6K+ 151.84% |
$532K - $611K
|
34.1K
$846K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
20.4KNew |
$529K - $608K
|
20.4K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.4KNew |
$528K - $606K
|
20.4K
$505K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
20.3KNew |
$526K - $604K
|
20.3K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.2K+ 6.81% |
$524K - $602K
|
317K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.1KNew |
$520K - $597K
|
20.1K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
20K+ 4.66% |
$518K - $595K
|
449K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
BUY
|
- |
19.8K+ 256.34% |
$513K - $589K
|
27.5K
$683K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
19.7K+ 101.15% |
$511K - $587K
|
39.3K
$973K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 6.62% |
$505K - $580K
|
314K
$7.79M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.5K+ 0.57% |
$504K - $579K
|
3.46M
$85.9M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
19.4K+ 22.57% |
$504K - $578K
|
106K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.4K+ 41.82% |
$503K - $578K
|
65.9K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
19.4K+ 270.7% |
$502K - $577K
|
26.6K
$659K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.3KNew |
$499K - $573K
|
19.3K
$478K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 16.08% |
$499K - $572K
|
139K
$3.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
19.3K+ 60.58% |
$499K - $572K
|
51K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.2K+ 26.83% |
$498K - $572K
|
90.9K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
19.1K+ 157.42% |
$496K - $569K
|
31.3K
$776K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19K+ 103.4% |
$493K - $566K
|
37.4K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.9K+ 8.86% |
$490K - $562K
|
232K
$5.76M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
18.8K+ 5.82% |
$488K - $560K
|
343K
$8.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18.8K+ 39.92% |
$487K - $559K
|
65.9K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
18.7K+ 2.1% |
$485K - $556K
|
908K
$22.5M
|