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 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
1.6K+ 5.08% |
$41.3K - $47.4K
|
33K
$743K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.59K+ 7.86% |
$41.2K - $47.3K
|
21.8K
$492K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.58K+ 14.85% |
$40.8K - $46.9K
|
12.2K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.56K+ 1.71% |
$40.4K - $46.3K
|
92.8K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.55K+ 11.64% |
$40K - $46K
|
14.8K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.53K+ 3.85% |
$39.7K - $45.6K
|
41.4K
$932K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.53K+ 10.06% |
$39.5K - $45.4K
|
16.7K
$376K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.52K+ 10.36% |
$39.4K - $45.3K
|
16.2K
$366K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.52K+ 7.64% |
$39.4K - $45.2K
|
21.4K
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.51K+ 4.73% |
$39.1K - $44.9K
|
33.5K
$754K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.51K+ 16.81% |
$39K - $44.8K
|
10.5K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.51K+ 10.33% |
$39K - $44.8K
|
16.1K
$362K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.5K+ 2.45% |
$38.9K - $44.7K
|
62.7K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$38.9K - $44.7K
|
1.5K
$33.8K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 7.87% |
$38.7K - $44.4K
|
20.5K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.48K+ 1.58% |
$38.4K - $44.1K
|
95.3K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.46KNew |
$37.7K - $43.3K
|
1.46K
$32.8K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.46K+ 12.84% |
$37.7K - $43.3K
|
12.8K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.45K+ 4.1% |
$37.6K - $43.2K
|
36.9K
$832K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.45K+ 17.03% |
$37.6K - $43.2K
|
9.98K
$225K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.45K+ 2.41% |
$37.5K - $43.1K
|
61.7K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.41K+ 2.22% |
$36.4K - $41.8K
|
64.7K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.39K+ 11.82% |
$36K - $41.3K
|
13.2K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.38K+ 2.68% |
$35.6K - $40.9K
|
52.7K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.36K+ 2.34% |
$35.3K - $40.5K
|
59.7K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.36K+ 0.12% |
$35.1K - $40.3K
|
1.17M
$26.3M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.35KNew |
$35K - $40.1K
|
1.35K
$30.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.34K+ 5.63% |
$34.8K - $39.9K
|
25.2K
$568K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.32K+ 5.73% |
$34.1K - $39.2K
|
24.3K
$548K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.3K+ 5.8% |
$33.6K - $38.6K
|
23.7K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 21.79% |
$33.3K - $38.3K
|
7.19K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.28K+ 8.56% |
$33.2K - $38.2K
|
16.3K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.28K+ 100.23% |
$33.2K - $38.1K
|
2.56K
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.26K+ 4.99% |
$32.5K - $37.3K
|
26.4K
$595K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
1.24K+ 6.83% |
$32.2K - $37K
|
19.4K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.24K+ 4.07% |
$32K - $36.8K
|
31.6K
$712K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.24K+ 9.0% |
$32K - $36.8K
|
15K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.23K+ 9.44% |
$31.9K - $36.7K
|
14.3K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.23K+ 10.85% |
$31.9K - $36.6K
|
12.6K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.22K+ 17.23% |
$31.5K - $36.2K
|
8.29K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.21K+ 3.17% |
$31.3K - $35.9K
|
39.4K
$887K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 0.07% |
$31.1K - $35.7K
|
1.78M
$40.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
1.2K+ 3.35% |
$31.1K - $35.7K
|
37K
$834K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.2K+ 1.58% |
$31.1K - $35.7K
|
77K
$1.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.2K+ 0.96% |
$31K - $35.6K
|
126K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 1.55% |
$30.8K - $35.3K
|
77.9K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.18K+ 3.42% |
$30.6K - $35.1K
|
35.7K
$804K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.16K+ 2.58% |
$30.1K - $34.6K
|
46.3K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.15K+ 0.33% |
$29.8K - $34.2K
|
346K
$7.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.15K+ 6.91% |
$29.8K - $34.2K
|
17.8K
$401K
|