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 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
19.1K+ 157.42% |
$496K - $569K
|
31.3K
$705K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19K+ 103.4% |
$493K - $566K
|
37.4K
$843K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.9K+ 8.86% |
$490K - $562K
|
232K
$5.23M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
18.8K+ 5.82% |
$488K - $560K
|
343K
$7.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18.8K+ 39.92% |
$487K - $559K
|
65.9K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
18.7K+ 2.1% |
$485K - $556K
|
908K
$20.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 10.65% |
$478K - $549K
|
192K
$4.33M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18.4K+ 111.5% |
$476K - $546K
|
34.9K
$786K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18.2K+ 10.9% |
$470K - $540K
|
185K
$4.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
18.2K+ 80.03% |
$470K - $540K
|
40.8K
$920K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
18.1K+ 1.44% |
$468K - $538K
|
1.27M
$28.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
17.9K+ 36.01% |
$464K - $533K
|
67.8K
$1.53M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
17.8K+ 59.6% |
$461K - $529K
|
47.7K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17.7K+ 22.7% |
$459K - $527K
|
95.9K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 8.16% |
$452K - $519K
|
231K
$5.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
17.4K+ 80.86% |
$451K - $518K
|
39K
$878K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
17.4KNew |
$449K - $516K
|
17.4K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2K+ 3.59% |
$445K - $511K
|
497K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
17.1K+ 20.9% |
$443K - $509K
|
99.1K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
17K+ 49.66% |
$441K - $507K
|
51.4K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
BUY
|
- |
17K+ 186.81% |
$440K - $505K
|
26.1K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Capital Management Inc
|
BUY
|
- |
17KNew |
$440K - $505K
|
17K
$383K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
16.9K+ 42.78% |
$437K - $502K
|
56.3K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
16.7KNew |
$433K - $497K
|
16.7K
$376K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
16.7K+ 16.17% |
$432K - $497K
|
120K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.7K+ 25.67% |
$431K - $495K
|
81.5K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16.6K+ 125.38% |
$431K - $494K
|
29.9K
$674K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
16.6K+ 6.85% |
$430K - $494K
|
259K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.6K+ 16.71% |
$430K - $494K
|
116K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 105.53% |
$429K - $493K
|
32.3K
$728K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
16.6K+ 40.82% |
$429K - $493K
|
57.2K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16.6K+ 33.66% |
$429K - $493K
|
65.8K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
16.4K+ 7.32% |
$426K - $489K
|
241K
$5.43M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
16.4K+ 3.56% |
$424K - $487K
|
476K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
16.1K+ 1.64% |
$417K - $479K
|
998K
$22.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
16.1K+ 45.02% |
$416K - $477K
|
51.7K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
16KNew |
$415K - $476K
|
16K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.9K+ 0.84% |
$411K - $472K
|
1.9M
$42.9M
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
15.9KNew |
$411K - $472K
|
15.9K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.8KNew |
$410K - $471K
|
15.8K
$357K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
15.8KNew |
$410K - $470K
|
15.8K
$357K
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
15.8K+ 7.09% |
$409K - $470K
|
239K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.6K+ 38.71% |
$404K - $464K
|
55.9K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15.5K+ 13.33% |
$402K - $461K
|
132K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.3K+ 27.79% |
$397K - $456K
|
70.6K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
15.3K+ 86.53% |
$395K - $454K
|
32.9K
$742K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15.2K+ 10.74% |
$395K - $453K
|
157K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
15.2KNew |
$394K - $453K
|
15.2K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.1K+ 21.87% |
$392K - $450K
|
84.3K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
15.1K+ 168.54% |
$391K - $450K
|
24.1K
$543K
|