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 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 9.11% |
$29.7K - $34.2K
|
13.8K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.15K+ 3.8% |
$29.7K - $34.2K
|
31.4K
$707K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.14K+ 7.78% |
$29.6K - $34K
|
15.8K
$357K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.14K+ 8.87% |
$29.4K - $33.8K
|
14K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.14K+ 3.24% |
$29.4K - $33.7K
|
36.1K
$814K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
1.13K+ 6.57% |
$29.4K - $33.7K
|
18.4K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.12K+ 3.47% |
$28.9K - $33.2K
|
33.3K
$750K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.11K+ 125.23% |
$28.8K - $33.1K
|
2K
$45.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.11K+ 15.11% |
$28.7K - $33K
|
8.45K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.11K+ 6.12% |
$28.6K - $32.9K
|
19.2K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.1K+ 6.91% |
$28.5K - $32.8K
|
17K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.1K+ 12.92% |
$28.5K - $32.7K
|
9.63K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.08K+ 16.03% |
$27.9K - $32K
|
7.79K
$175K
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.07K+ 0.35% |
$27.8K - $31.9K
|
312K
$7.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.07K+ 42.81% |
$27.7K - $31.8K
|
3.56K
$80.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.06K+ 0.85% |
$27.3K - $31.4K
|
126K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.05K+ 0.77% |
$27.2K - $31.2K
|
137K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 1.83% |
$26.7K - $30.7K
|
57.3K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1K+ 9.46% |
$26K - $29.8K
|
11.6K
$262K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1K+ 26.45% |
$25.9K - $29.8K
|
4.79K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1K+ 3.65% |
$25.9K - $29.7K
|
28.4K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 2.42% |
$25.9K - $29.7K
|
42.3K
$952K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
989+ 12.26% |
$25.6K - $29.4K
|
9.05K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
985+ 3.98% |
$25.5K - $29.3K
|
25.7K
$579K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
980+ 3.83% |
$25.4K - $29.1K
|
26.6K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
973+ 5.94% |
$25.2K - $28.9K
|
17.3K
$391K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
960+ 8.01% |
$24.9K - $28.5K
|
12.9K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
960+ 10.67% |
$24.9K - $28.5K
|
9.96K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
959+ 2.47% |
$24.8K - $28.5K
|
39.8K
$897K
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
BUY
|
- |
947+ 0.48% |
$24.5K - $28.2K
|
199K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
946+ 15.85% |
$24.5K - $28.1K
|
6.91K
$156K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
939+ 7.2% |
$24.3K - $27.9K
|
14K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
906+ 0.87% |
$23.5K - $26.9K
|
105K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
894+ 3.56% |
$23.1K - $26.6K
|
26K
$586K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
881+ 1.64% |
$22.8K - $26.2K
|
54.6K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
880+ 7.34% |
$22.8K - $26.2K
|
12.9K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
879+ 0.97% |
$22.8K - $26.1K
|
91.4K
$2.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
873+ 6.86% |
$22.6K - $26K
|
13.6K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
873+ 6.0% |
$22.6K - $26K
|
15.4K
$348K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
868+ 3.33% |
$22.5K - $25.8K
|
27K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
860+ 2.4% |
$22.3K - $25.6K
|
36.6K
$825K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
857+ 3.1% |
$22.2K - $25.5K
|
28.5K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
851+ 1.13% |
$22K - $25.3K
|
75.9K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
840+ 3.27% |
$21.7K - $25K
|
26.5K
$597K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
840+ 1.66% |
$21.7K - $25K
|
51.3K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
828+ 6.49% |
$21.4K - $24.6K
|
13.6K
$306K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
811+ 13.23% |
$21K - $24.1K
|
6.94K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
810New |
$21K - $24.1K
|
810
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
804+ 10.26% |
$20.8K - $23.9K
|
8.64K
$195K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$20.7K - $23.8K
|
800
$18K
|