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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
47+ 0.18% |
$1.22K - $1.4K
|
25.9K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.3% |
$1.14K - $1.31K
|
14.6K
$362K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
41+ 0.84% |
$1.06K - $1.22K
|
4.92K
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
39+ 1.3% |
$1.01K - $1.16K
|
3.04K
$75.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39+ 0.3% |
$1.01K - $1.16K
|
13.1K
$325K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.61% |
$906 - $1.04K
|
5.81K
$144K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33+ 0.02% |
$854 - $981
|
154K
$3.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
32+ 1.55% |
$828 - $951
|
2.1K
$52.2K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
30+ 0.41% |
$777 - $892
|
7.42K
$184K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
30+ 0.1% |
$777 - $892
|
31.3K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
30+ 0.0% |
$777 - $892
|
1.1M
$27.3M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 0.1% |
$751 - $862
|
27.9K
$692K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
27+ 0.31% |
$699 - $803
|
8.81K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
27New |
$699 - $803
|
27
$670
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25+ 0.52% |
$647 - $743
|
4.84K
$120K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
23+ 1.51% |
$595 - $684
|
1.54K
$38.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23+ 0.37% |
$595 - $684
|
6.28K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
23+ 0.31% |
$595 - $684
|
7.53K
$187K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.2% |
$544 - $624
|
10.5K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
20+ 0.11% |
$518 - $595
|
18K
$445K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 0.2% |
$466 - $535
|
9.02K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17+ 0.13% |
$440 - $505
|
12.9K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 1.58% |
$440 - $505
|
1.09K
$27K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
17+ 0.05% |
$440 - $505
|
37.7K
$935K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.09% |
$311 - $357
|
13.3K
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 1.32% |
$285 - $327
|
842
$20.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
11+ 0.02% |
$285 - $327
|
70.9K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10+ 0.08% |
$259 - $297
|
12.8K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10New |
$259 - $297
|
10
$248
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.05% |
$259 - $297
|
18.4K
$455K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.14% |
$233 - $268
|
6.59K
$164K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 1.5% |
$233 - $268
|
610
$15.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 0.57% |
$207 - $238
|
1.42K
$35.2K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.2% |
$181 - $208
|
3.45K
$85.6K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
6+ 6.98% |
$155 - $178
|
92
$2.28K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5+ 0.05% |
$129 - $149
|
9.8K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5+ 1.12% |
$129 - $149
|
450
$11.2K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$104 - $119
|
9.84K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 1.72% |
$104 - $119
|
237
$5.88K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.03% |
$104 - $119
|
13.5K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.8% |
$104 - $119
|
501
$12.4K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.09% |
$104 - $119
|
4.34K
$108K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.03% |
$77.7 - $89.2
|
9.85K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.01% |
$51.8 - $59.5
|
30.3K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$25.9 - $29.7
|
263
$6.52K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 0.04% |
$25.9 - $29.7
|
2.83K
$70.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$25.9 - $29.7
|
2.08K
$51.5K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$25.9 - $29.7
|
14.1K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-3- 0.04% |
$77.7 - $89.2
|
7.5K
$186K
|