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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3- 0.81% |
$77.7 - $89.2
|
367
$9.1K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 0.31% |
$104 - $119
|
1.29K
$31.9K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-5- 0.01% |
$129 - $149
|
75.8K
$1.88M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 1.24% |
$129 - $149
|
397
$9.85K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 3.28% |
$207 - $238
|
236
$5.85K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-13- 0.19% |
$337 - $386
|
6.82K
$169K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$362 - $416
|
14.8K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-15- 0.05% |
$388 - $446
|
32K
$794K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15- 0.06% |
$388 - $446
|
26K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17- 1.06% |
$440 - $505
|
1.58K
$39.2K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17- 29.31% |
$440 - $505
|
41
$1.02K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.15% |
$518 - $595
|
13.2K
$327K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-20- 8.89% |
$518 - $595
|
205
$5.08K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.04% |
$518 - $595
|
46.7K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.69% |
$544 - $624
|
3.03K
$75K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-24- 0.11% |
$621 - $714
|
21.9K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25- -0.0% |
$647 - $743
|
927K
$23M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-27- 0.97% |
$699 - $803
|
2.77K
$68.6K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28- 14.14% |
$725 - $832
|
170
$4.22K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-29- 1.01% |
$751 - $862
|
2.86K
$70.8K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-29- 0.26% |
$751 - $862
|
10.9K
$271K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 2.43% |
$751 - $862
|
1.16K
$28.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-31- 2.01% |
$803 - $922
|
1.51K
$37.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-32- 0.16% |
$828 - $951
|
19.4K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-33- 0.11% |
$854 - $981
|
30.3K
$751K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33- 0.09% |
$854 - $981
|
34.8K
$862K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35- 0.31% |
$906 - $1.04K
|
11.1K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-39- 0.4% |
$1.01K - $1.16K
|
9.71K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-40- 8.97% |
$1.04K - $1.19K
|
406
$10.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-41- 0.28% |
$1.06K - $1.22K
|
14.8K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-42- 0.07% |
$1.09K - $1.25K
|
58.5K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-47- 0.45% |
$1.22K - $1.4K
|
10.4K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-50- 0.4% |
$1.29K - $1.49K
|
12.5K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-51- 0.54% |
$1.32K - $1.52K
|
9.42K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-52- 0.03% |
$1.35K - $1.55K
|
169K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-52- 0.03% |
$1.35K - $1.55K
|
175K
$4.35M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-55- 0.42% |
$1.42K - $1.64K
|
12.9K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-60- 0.23% |
$1.55K - $1.78K
|
25.9K
$643K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-63- 0.79% |
$1.63K - $1.87K
|
7.96K
$197K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 0.51% |
$1.63K - $1.87K
|
12.3K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-71- 3.18% |
$1.84K - $2.11K
|
2.16K
$53.6K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-71- 1.27% |
$1.84K - $2.11K
|
5.52K
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-73- 0.62% |
$1.89K - $2.17K
|
11.8K
$293K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-73- 0.46% |
$1.89K - $2.17K
|
15.8K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-74- 1.81% |
$1.92K - $2.2K
|
4.01K
$99.5K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-76- 3.38% |
$1.97K - $2.26K
|
2.17K
$53.8K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-76- 0.94% |
$1.97K - $2.26K
|
8.03K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-79- 20.05% |
$2.05K - $2.35K
|
315
$7.81K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-80- 0.29% |
$2.07K - $2.38K
|
27.8K
$689K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-81- 0.61% |
$2.1K - $2.41K
|
13.3K
$329K
|