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 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
522+ 6.78% |
$13.5K - $15.5K
|
8.22K
$185K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
514+ 1.78% |
$13.3K - $15.3K
|
29.5K
$664K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
506New |
$13.1K - $15K
|
506
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
503+ 0.62% |
$13K - $15K
|
81.8K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
501+ 2.33% |
$13K - $14.9K
|
22K
$496K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
500+ 6.77% |
$12.9K - $14.9K
|
7.89K
$178K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
500+ 1.45% |
$12.9K - $14.9K
|
35K
$790K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
500+ 27.32% |
$12.9K - $14.9K
|
2.33K
$52.5K
|
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
500+ 0.35% |
$12.9K - $14.9K
|
145K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
500New |
$12.9K - $14.9K
|
500
$11.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
495+ 4.1% |
$12.8K - $14.7K
|
12.6K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
492+ 24.81% |
$12.7K - $14.6K
|
2.48K
$55.8K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
491+ 5.64% |
$12.7K - $14.6K
|
9.2K
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
485+ 2.38% |
$12.6K - $14.4K
|
20.8K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
477+ 4.04% |
$12.3K - $14.2K
|
12.3K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
468+ 3.12% |
$12.1K - $13.9K
|
15.5K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
466+ 3.09% |
$12.1K - $13.9K
|
15.6K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
460+ 0.84% |
$11.9K - $13.7K
|
55K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
459+ 0.79% |
$11.9K - $13.6K
|
58.3K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
456+ 1.17% |
$11.8K - $13.6K
|
39.5K
$891K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
450+ 157.34% |
$11.7K - $13.4K
|
736
$16.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
446+ 0.25% |
$11.5K - $13.3K
|
179K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
428+ 2.94% |
$11.1K - $12.7K
|
15K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
426+ 2.35% |
$11K - $12.7K
|
18.6K
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
426+ 3.0% |
$11K - $12.7K
|
14.6K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
422+ 0.88% |
$10.9K - $12.5K
|
48.2K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
420+ 3.3% |
$10.9K - $12.5K
|
13.2K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
413+ 2.69% |
$10.7K - $12.3K
|
15.7K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
412+ 4.2% |
$10.7K - $12.2K
|
10.2K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
410+ 48.87% |
$10.6K - $12.2K
|
1.25K
$28.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
407+ 5.54% |
$10.5K - $12.1K
|
7.75K
$175K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
400+ 2.42% |
$10.4K - $11.9K
|
16.9K
$382K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
400+ 3.34% |
$10.4K - $11.9K
|
12.4K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
399+ 4.28% |
$10.3K - $11.9K
|
9.72K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
385+ 1.27% |
$9.97K - $11.4K
|
30.8K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
382+ 10.26% |
$9.89K - $11.4K
|
4.11K
$92.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
381+ 1.26% |
$9.86K - $11.3K
|
30.6K
$689K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
370+ 0.31% |
$9.58K - $11K
|
121K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
368+ 0.48% |
$9.53K - $10.9K
|
76.4K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
362+ 5.15% |
$9.37K - $10.8K
|
7.39K
$166K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
359+ 1.43% |
$9.29K - $10.7K
|
25.4K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
353+ 2.13% |
$9.14K - $10.5K
|
17K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
346+ 3.07% |
$8.96K - $10.3K
|
11.6K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
344+ 4.58% |
$8.91K - $10.2K
|
7.86K
$177K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
341+ 1.33% |
$8.83K - $10.1K
|
25.9K
$583K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
338+ 0.62% |
$8.75K - $10K
|
54.6K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
327+ 2.77% |
$8.47K - $9.72K
|
12.1K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
324+ 0.27% |
$8.39K - $9.63K
|
121K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
321+ 3.08% |
$8.31K - $9.54K
|
10.7K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
320+ 26.71% |
$8.28K - $9.51K
|
1.52K
$34.2K
|