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 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
793+ 11.2% |
$20.5K - $23.6K
|
7.87K
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
783+ 0.75% |
$20.3K - $23.3K
|
105K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
781+ 11.13% |
$20.2K - $23.2K
|
7.8K
$176K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
772+ 5.84% |
$20K - $23K
|
14K
$315K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
771+ 7.96% |
$20K - $22.9K
|
10.5K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
766+ 8.62% |
$19.8K - $22.8K
|
9.66K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
756+ 4.24% |
$19.6K - $22.5K
|
18.6K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
751+ 4.1% |
$19.4K - $22.3K
|
19.1K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
744+ 7.74% |
$19.3K - $22.1K
|
10.4K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
740+ 1.49% |
$19.2K - $22K
|
50.3K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
738+ 7.87% |
$19.1K - $21.9K
|
10.1K
$228K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
737+ 2.43% |
$19.1K - $21.9K
|
31.1K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
730+ 1.25% |
$18.9K - $21.7K
|
59K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
720+ 1.11% |
$18.6K - $21.4K
|
65.4K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
717+ 6.66% |
$18.6K - $21.3K
|
11.5K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
711+ 1.17% |
$18.4K - $21.1K
|
61.3K
$1.38M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
708+ 5.14% |
$18.3K - $21K
|
14.5K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
706+ 1.2% |
$18.3K - $21K
|
59.4K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
704+ 1.53% |
$18.2K - $20.9K
|
46.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
701+ 7.35% |
$18.1K - $20.8K
|
10.2K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
698+ 9.56% |
$18.1K - $20.8K
|
8K
$180K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
698+ 3.75% |
$18.1K - $20.8K
|
19.3K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
694+ 6.37% |
$18K - $20.6K
|
11.6K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
685+ 0.14% |
$17.7K - $20.4K
|
484K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
684+ 2.36% |
$17.7K - $20.3K
|
29.7K
$670K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
676+ 6.42% |
$17.5K - $20.1K
|
11.2K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
660New |
$17.1K - $19.6K
|
660
$14.9K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
641+ 2.34% |
$16.6K - $19.1K
|
28.1K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
640New |
$16.6K - $19K
|
640
$14.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
633+ 3.54% |
$16.4K - $18.8K
|
18.5K
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
621+ 5.47% |
$16.1K - $18.5K
|
12K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
602+ 8.12% |
$15.6K - $17.9K
|
8.01K
$181K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
601+ 2.56% |
$15.6K - $17.9K
|
24.1K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
601+ 5.64% |
$15.6K - $17.9K
|
11.2K
$253K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
600+ 2.46% |
$15.5K - $17.8K
|
25K
$563K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 54.45% |
$15.5K - $17.8K
|
1.7K
$38.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
600+ 100.0% |
$15.5K - $17.8K
|
1.2K
$27K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
600+ 8.0% |
$15.5K - $17.8K
|
8.1K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
594+ 7.3% |
$15.4K - $17.7K
|
8.73K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
584+ 3.13% |
$15.1K - $17.4K
|
19.3K
$434K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
568+ 1.34% |
$14.7K - $16.9K
|
43.1K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
566+ 4.75% |
$14.7K - $16.8K
|
12.5K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
564+ 3.39% |
$14.6K - $16.8K
|
17.2K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
561+ 4.96% |
$14.5K - $16.7K
|
11.9K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
558+ 4.2% |
$14.4K - $16.6K
|
13.8K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
556+ 5.47% |
$14.4K - $16.5K
|
10.7K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
551+ 4.26% |
$14.3K - $16.4K
|
13.5K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
547+ 5.16% |
$14.2K - $16.3K
|
11.1K
$251K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
547+ 5.16% |
$14.2K - $16.3K
|
11.1K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
539+ 2.84% |
$14K - $16K
|
19.5K
$440K
|