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 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
313+ 1.13% |
$8.1K - $9.31K
|
28K
$630K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
303+ 2.2% |
$7.84K - $9.01K
|
14.1K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
301+ 0.4% |
$7.79K - $8.95K
|
75.6K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
300+ 0.28% |
$7.77K - $8.92K
|
106K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
300+ 3.43% |
$7.77K - $8.92K
|
9.06K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
296+ 0.69% |
$7.66K - $8.8K
|
43.3K
$976K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
293+ 2.14% |
$7.59K - $8.71K
|
14K
$315K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
289+ 3.48% |
$7.48K - $8.59K
|
8.6K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
287+ 39.7% |
$7.43K - $8.53K
|
1.01K
$22.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
285+ 2.33% |
$7.38K - $8.47K
|
12.5K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
280+ 0.82% |
$7.25K - $8.32K
|
34.6K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
276+ 0.29% |
$7.15K - $8.21K
|
94K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
276+ 3.43% |
$7.15K - $8.21K
|
8.32K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
274+ 8.08% |
$7.09K - $8.15K
|
3.66K
$82.5K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
272+ 1.09% |
$7.04K - $8.09K
|
25.2K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
272+ 9.37% |
$7.04K - $8.09K
|
3.18K
$71.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
272+ 2.52% |
$7.04K - $8.09K
|
11.1K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
265+ 1.9% |
$6.86K - $7.88K
|
14.2K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
254+ 0.33% |
$6.58K - $7.55K
|
77.6K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
BUY
|
- |
252+ 0.2% |
$6.52K - $7.49K
|
125K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
250+ 125.0% |
$6.47K - $7.43K
|
450
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
249+ 0.23% |
$6.45K - $7.4K
|
108K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
247+ 0.58% |
$6.39K - $7.34K
|
43.1K
$972K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
247+ 2.71% |
$6.39K - $7.34K
|
9.37K
$211K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
245+ 0.73% |
$6.34K - $7.28K
|
34K
$765K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
242+ 0.97% |
$6.27K - $7.19K
|
25.2K
$569K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
217+ 0.18% |
$5.62K - $6.45K
|
123K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
210+ 7.98% |
$5.44K - $6.24K
|
2.84K
$64.1K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
209+ 0.82% |
$5.41K - $6.21K
|
25.8K
$582K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
209+ 1.5% |
$5.41K - $6.21K
|
14.1K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
209+ 1.78% |
$5.41K - $6.21K
|
11.9K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
208+ 0.2% |
$5.39K - $6.18K
|
105K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
206+ 2.09% |
$5.33K - $6.12K
|
10.1K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
206+ 0.82% |
$5.33K - $6.12K
|
25.4K
$571K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
206+ 1.85% |
$5.33K - $6.12K
|
11.3K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
204+ 1.26% |
$5.28K - $6.06K
|
16.4K
$369K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
202+ 0.74% |
$5.23K - $6.01K
|
27.4K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200+ 1.66% |
$5.18K - $5.95K
|
12.2K
$276K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
200+ 6.45% |
$5.18K - $5.95K
|
3.3K
$74.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
197+ 2.42% |
$5.1K - $5.86K
|
8.33K
$188K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
194New |
$5.02K - $5.77K
|
194
$4.37K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
191+ 2.69% |
$4.94K - $5.68K
|
7.3K
$164K
|
|
|
Apr 22, 2024
Q1 2024
|
Xxec, Inc.
|
BUY
|
- |
190+ 0.11% |
$4.92K - $5.65K
|
172K
$3.88M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
190+ 2.14% |
$4.92K - $5.65K
|
9.07K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
185+ 1.31% |
$4.79K - $5.5K
|
14.3K
$323K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
183+ 1.72% |
$4.74K - $5.44K
|
10.8K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
181+ 1.81% |
$4.69K - $5.38K
|
10.2K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
180+ 1.56% |
$4.66K - $5.35K
|
11.7K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
175+ 0.66% |
$4.53K - $5.2K
|
26.8K
$604K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
175+ 0.91% |
$4.53K - $5.2K
|
19.4K
$438K
|