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 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.73KNew |
$226K - $260K
|
8.73K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
8.7KNew |
$225K - $259K
|
8.7K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.64K+ 31.17% |
$224K - $257K
|
36.4K
$819K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8.63KNew |
$223K - $256K
|
8.63K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.63KNew |
$223K - $256K
|
8.63K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
8.6K+ 4.14% |
$223K - $256K
|
216K
$4.88M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
8.6K+ 10.52% |
$223K - $256K
|
90.4K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
8.52K+ 15.09% |
$221K - $253K
|
65K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
8.5KNew |
$220K - $253K
|
8.5K
$192K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
8.47K+ 13.78% |
$219K - $252K
|
69.9K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
8.46K+ 0.71% |
$219K - $251K
|
1.19M
$26.9M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.39KNew |
$217K - $249K
|
8.39K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
BUY
|
- |
8.37K+ 6.56% |
$217K - $249K
|
136K
$3.06M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.36KNew |
$217K - $249K
|
8.36K
$188K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.36KNew |
$216K - $249K
|
8.36K
$188K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.31KNew |
$215K - $247K
|
8.31K
$187K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8.3K+ 49.51% |
$215K - $247K
|
25.1K
$564K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.27KNew |
$214K - $246K
|
8.27K
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
8.26K+ 8.44% |
$214K - $245K
|
106K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.25KNew |
$214K - $245K
|
8.25K
$186K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
8.25KNew |
$213K - $245K
|
8.25K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.19KNew |
$212K - $243K
|
8.19K
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
8.15KNew |
$211K - $242K
|
8.15K
$184K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$209K - $239K
|
8.05K
$181K
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8K+ 4.7% |
$207K - $238K
|
178K
$4.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.94K+ 13.23% |
$206K - $236K
|
68K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
7.94KNew |
$206K - $236K
|
7.94K
$179K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.9K+ 67.28% |
$205K - $235K
|
19.6K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.87K+ 23.95% |
$204K - $234K
|
40.7K
$918K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
7.85KNew |
$203K - $233K
|
7.85K
$177K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.8KNew |
$202K - $232K
|
7.8K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
7.79K+ 87.44% |
$202K - $232K
|
16.7K
$376K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.78K+ 5.77% |
$201K - $231K
|
143K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.72K+ 5.96% |
$200K - $229K
|
137K
$3.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
7.71K+ 12.74% |
$200K - $229K
|
68.2K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.7K+ 17.95% |
$199K - $229K
|
50.6K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.69KNew |
$199K - $229K
|
7.69K
$173K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
7.61K+ 53.87% |
$197K - $226K
|
21.7K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.61K+ 16.21% |
$197K - $226K
|
54.6K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
7.58KNew |
$196K - $225K
|
7.58K
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
7.56K+ 6.45% |
$196K - $225K
|
125K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
7.53K+ 16.34% |
$195K - $224K
|
53.6K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5K+ 43.1% |
$194K - $223K
|
24.9K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.48K+ 47.18% |
$194K - $222K
|
23.3K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
7.47K+ 3.32% |
$193K - $222K
|
232K
$5.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7.45K+ 49.35% |
$193K - $222K
|
22.6K
$508K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.41K+ 72.37% |
$192K - $220K
|
17.6K
$398K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
7.4K+ 21.49% |
$192K - $220K
|
41.8K
$942K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
7.39KNew |
$191K - $220K
|
7.39K
$166K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.33K+ 39.38% |
$190K - $218K
|
25.9K
$585K
|