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 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
150+ 1.13% |
$3.88K - $4.46K
|
13.4K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
150+ 2.12% |
$3.88K - $4.46K
|
7.21K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
150+ 74.63% |
$3.88K - $4.46K
|
351
$8.7K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
149+ 1.09% |
$3.86K - $4.43K
|
13.8K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
148+ 0.6% |
$3.83K - $4.4K
|
25K
$620K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
146+ 1.5% |
$3.78K - $4.34K
|
9.87K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
145+ 1.46% |
$3.75K - $4.31K
|
10.1K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
143+ 1.41% |
$3.7K - $4.25K
|
10.3K
$255K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
142New |
$3.68K - $4.22K
|
142
$3.52K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
135+ 0.92% |
$3.5K - $4.01K
|
14.8K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
128+ 0.76% |
$3.31K - $3.81K
|
16.9K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
128+ 1.54% |
$3.31K - $3.81K
|
8.45K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
126+ 2.46% |
$3.26K - $3.75K
|
5.25K
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
125+ 7.45% |
$3.24K - $3.72K
|
1.8K
$44.7K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
124+ 0.94% |
$3.21K - $3.69K
|
13.4K
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
118+ 0.98% |
$3.06K - $3.51K
|
12.2K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
117+ 13.03% |
$3.03K - $3.48K
|
1.02K
$25.2K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
117+ 10.57% |
$3.03K - $3.48K
|
1.22K
$30.4K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
115+ 1.13% |
$2.98K - $3.42K
|
10.3K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
114+ 0.16% |
$2.95K - $3.39K
|
73.2K
$1.82M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
113+ 2.47% |
$2.93K - $3.36K
|
4.69K
$116K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
112+ 0.93% |
$2.9K - $3.33K
|
12.2K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
109+ 0.29% |
$2.82K - $3.24K
|
37.8K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
108+ 1.17% |
$2.8K - $3.21K
|
9.32K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 0.67% |
$2.74K - $3.15K
|
16K
$397K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
106+ 0.75% |
$2.74K - $3.15K
|
14.3K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
105+ 0.53% |
$2.72K - $3.12K
|
19.8K
$492K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
104+ 2.03% |
$2.69K - $3.09K
|
5.22K
$130K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
100New |
$2.59K - $2.97K
|
100
$2.48K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
100+ 0.94% |
$2.59K - $2.97K
|
10.8K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
93+ 0.48% |
$2.41K - $2.76K
|
19.4K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
92+ 6.22% |
$2.38K - $2.74K
|
1.57K
$38.9K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
91+ 0.64% |
$2.36K - $2.71K
|
14.3K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
86New |
$2.23K - $2.56K
|
86
$2.13K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
79+ 1.39% |
$2.05K - $2.35K
|
5.76K
$143K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
78+ 19.7% |
$2.02K - $2.32K
|
474
$11.8K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
75+ 0.63% |
$1.94K - $2.23K
|
12K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
75+ 0.39% |
$1.94K - $2.23K
|
19.2K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
75+ 0.05% |
$1.94K - $2.23K
|
148K
$3.68M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
75+ 12.36% |
$1.94K - $2.23K
|
682
$16.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
62+ 0.16% |
$1.61K - $1.84K
|
38.5K
$955K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
59+ 0.27% |
$1.53K - $1.75K
|
21.8K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
55+ 0.51% |
$1.42K - $1.64K
|
10.8K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
53+ 0.29% |
$1.37K - $1.58K
|
18.3K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
50+ 0.69% |
$1.29K - $1.49K
|
7.26K
$180K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
50+ 0.08% |
$1.29K - $1.49K
|
59.3K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
50+ 0.45% |
$1.29K - $1.49K
|
11.1K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 5.07% |
$1.29K - $1.49K
|
1.04K
$25.7K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
50+ 0.39% |
$1.29K - $1.49K
|
12.9K
$320K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
50+ 3.8% |
$1.29K - $1.49K
|
1.37K
$33.9K
|