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 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.86K+ 33.45% |
$74.1K - $85.1K
|
11.4K
$257K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.86K+ 7.2% |
$74K - $84.9K
|
42.5K
$958K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.84K+ 12.55% |
$73.5K - $84.4K
|
25.5K
$574K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.77K+ 21.31% |
$71.8K - $82.4K
|
15.8K
$356K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.77K+ 2.97% |
$71.7K - $82.4K
|
96K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.77K+ 30.22% |
$71.7K - $82.3K
|
11.9K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.75K+ 29.27% |
$71.2K - $81.8K
|
12.2K
$274K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.75K+ 6.32% |
$71.2K - $81.7K
|
46.2K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.73K+ 21.88% |
$70.7K - $81.2K
|
15.2K
$343K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.73KNew |
$70.6K - $81K
|
2.73K
$61.4K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.72K+ 11.7% |
$70.5K - $80.9K
|
26K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.7K+ 4.32% |
$69.9K - $80.2K
|
65.1K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.68K+ 243.38% |
$69.4K - $79.7K
|
3.78K
$85.3K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.68K+ 23.24% |
$69.3K - $79.6K
|
14.2K
$320K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.67K+ 1.88% |
$69.2K - $79.5K
|
145K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.66K+ 2.94% |
$68.9K - $79.1K
|
93.1K
$2.1M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.65K+ 3.5% |
$68.7K - $78.9K
|
78.6K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
2.64K+ 1.76% |
$68.2K - $78.4K
|
152K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.64K+ 4.11% |
$68.2K - $78.4K
|
66.8K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.63K+ 12.04% |
$68K - $78K
|
24.4K
$550K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
2.62K+ 1.55% |
$67.9K - $78K
|
172K
$3.87M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
2.58K+ 6.93% |
$66.8K - $76.8K
|
39.9K
$898K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.57K+ 3.21% |
$66.6K - $76.4K
|
82.6K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 5.65% |
$66.5K - $76.3K
|
48K
$1.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.55K+ 49.94% |
$66K - $75.8K
|
7.66K
$172K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.55K+ 11.07% |
$66K - $75.8K
|
25.6K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.53K+ 24.5% |
$65.5K - $75.2K
|
12.9K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.53K+ 29.82% |
$65.4K - $75.2K
|
11K
$248K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.51K+ 22.82% |
$65K - $74.6K
|
13.5K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.5K+ 14.61% |
$64.7K - $74.3K
|
19.6K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
BUY
|
- |
2.45K+ 6.83% |
$63.5K - $73K
|
38.4K
$865K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.43K+ 8.2% |
$62.9K - $72.2K
|
32K
$722K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.43K+ 4.29% |
$62.8K - $72.1K
|
59K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.42K+ 2.69% |
$62.7K - $72K
|
92.6K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.42K+ 5.28% |
$62.6K - $71.9K
|
48.2K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
2.42K+ 1.34% |
$62.5K - $71.8K
|
183K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.37K+ 5.69% |
$61.4K - $70.5K
|
44.1K
$993K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.36K+ 10.7% |
$61.2K - $70.2K
|
24.4K
$551K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.32K+ 6.74% |
$60K - $68.9K
|
36.7K
$826K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
2.32K+ 0.47% |
$59.9K - $68.8K
|
496K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.31K+ 25.07% |
$59.7K - $68.5K
|
11.5K
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.3K+ 22.6% |
$59.5K - $68.4K
|
12.5K
$281K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.29K+ 16.49% |
$59.2K - $67.9K
|
16.1K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.28K+ 5.06% |
$59K - $67.7K
|
47.3K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.24K+ 8.18% |
$58K - $66.6K
|
29.6K
$667K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.22K+ 1.36% |
$57.6K - $66.1K
|
165K
$3.72M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.22K+ 10.44% |
$57.4K - $65.9K
|
23.5K
$529K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.2K+ 3.88% |
$56.9K - $65.3K
|
58.8K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.16K+ 12.44% |
$55.9K - $64.2K
|
19.5K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.13K+ 13.18% |
$55.2K - $63.4K
|
18.3K
$413K
|