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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
14.8K+ 45.92% |
$382K - $439K
|
46.9K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14.8KNew |
$382K - $439K
|
14.8K
$366K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
14.7K+ 9.86% |
$382K - $438K
|
164K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
14.7K+ 15.26% |
$381K - $438K
|
111K
$2.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
14.7KNew |
$381K - $437K
|
14.7K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
BUY
|
- |
14.6K+ 21.45% |
$378K - $435K
|
82.8K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
14.6KNew |
$378K - $434K
|
14.6K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14.5K+ 19.95% |
$375K - $431K
|
87.1K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
14.5KNew |
$375K - $430K
|
14.5K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.4K+ 38.19% |
$374K - $429K
|
52.2K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
BUY
|
- |
14.3K+ 10.17% |
$370K - $425K
|
155K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
14.2K+ 37.5% |
$368K - $423K
|
52.1K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
14.2K+ 7.1% |
$367K - $422K
|
214K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
14.1K+ 63.31% |
$365K - $419K
|
36.3K
$901K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
14KNew |
$362K - $415K
|
14K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 197.39% |
$360K - $414K
|
21K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
13.9K+ 10.52% |
$360K - $413K
|
146K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13.8K+ 21.76% |
$359K - $412K
|
77.5K
$1.92M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
13.8K+ 37.32% |
$358K - $411K
|
50.9K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
13.8KNew |
$357K - $410K
|
13.8K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.8K+ 179.0% |
$356K - $409K
|
21.5K
$532K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
13.5K+ 20.16% |
$350K - $402K
|
80.6K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.5K+ 30.06% |
$350K - $402K
|
58.4K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
13.5K+ 13.81% |
$349K - $400K
|
111K
$2.75M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
13.3K+ 139.96% |
$346K - $397K
|
22.9K
$567K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13.3KNew |
$345K - $397K
|
13.3K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$345K - $396K
|
13.3K
$330K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3K+ 27.09% |
$344K - $395K
|
62.4K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13.3K+ 12.74% |
$344K - $395K
|
118K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.2K+ 50.44% |
$343K - $394K
|
39.5K
$979K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$341K - $392K
|
13.2K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13.2K+ 55.74% |
$341K - $392K
|
36.8K
$914K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.1K+ 31.02% |
$340K - $391K
|
55.5K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
13KNew |
$338K - $388K
|
13K
$323K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
12.9K+ 3.3% |
$335K - $384K
|
404K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.9K+ 132.19% |
$334K - $384K
|
22.7K
$563K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.9K+ 10.79% |
$334K - $383K
|
132K
$3.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.9K+ 12.02% |
$334K - $383K
|
120K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
12.8K+ 35.6% |
$332K - $381K
|
48.9K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
12.8K+ 11.41% |
$332K - $381K
|
125K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 18.35% |
$329K - $378K
|
82.1K
$2.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
12.7K+ 3.56% |
$328K - $376K
|
368K
$9.13M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
12.6K+ 76.79% |
$327K - $375K
|
29.1K
$721K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
12.6K+ 15.78% |
$326K - $374K
|
92.3K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.5K+ 2.15% |
$325K - $373K
|
595K
$14.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.5K+ 12.75% |
$324K - $372K
|
111K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
12.5K+ 10.33% |
$324K - $372K
|
134K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.4KNew |
$321K - $368K
|
12.4K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 2.09% |
$319K - $367K
|
601K
$14.9M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
12.3KNew |
$319K - $366K
|
12.3K
$305K
|