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 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5+ 1.12% |
$129 - $149
|
450
$10.1K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$104 - $119
|
9.84K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 1.72% |
$104 - $119
|
237
$5.34K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.03% |
$104 - $119
|
13.5K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.8% |
$104 - $119
|
501
$11.3K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.09% |
$104 - $119
|
4.34K
$97.8K
|
|
|
Apr 15, 2025
Q1 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
4+ 0.06% |
$104 - $119
|
7.26K
$163K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.03% |
$77.7 - $89.2
|
9.85K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.01% |
$51.8 - $59.5
|
30.3K
$683K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$25.9 - $29.7
|
263
$5.93K
|
|
|
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
$63.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$25.9 - $29.7
|
2.08K
$46.8K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$25.9 - $29.7
|
14.1K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-3- 0.04% |
$77.7 - $89.2
|
7.5K
$169K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3- 0.81% |
$77.7 - $89.2
|
367
$8.27K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 0.31% |
$104 - $119
|
1.29K
$29K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-5- 0.01% |
$129 - $149
|
75.8K
$1.71M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 1.24% |
$129 - $149
|
397
$8.94K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 3.28% |
$207 - $238
|
236
$5.32K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-13- 0.19% |
$337 - $386
|
6.82K
$154K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$362 - $416
|
14.8K
$334K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-15- 0.05% |
$388 - $446
|
32K
$721K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15- 0.06% |
$388 - $446
|
26K
$585K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17- 1.06% |
$440 - $505
|
1.58K
$35.6K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17- 29.31% |
$440 - $505
|
41
$924
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.15% |
$518 - $595
|
13.2K
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-20- 8.89% |
$518 - $595
|
205
$4.62K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.04% |
$518 - $595
|
46.7K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.69% |
$544 - $624
|
3.03K
$68.2K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-24- 0.11% |
$621 - $714
|
21.9K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25- -0.0% |
$647 - $743
|
927K
$20.9M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-27- 0.97% |
$699 - $803
|
2.77K
$62.4K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28- 14.14% |
$725 - $832
|
170
$3.83K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-29- 1.01% |
$751 - $862
|
2.86K
$64.3K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-29- 0.26% |
$751 - $862
|
10.9K
$246K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 2.43% |
$751 - $862
|
1.16K
$26.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-31- 2.01% |
$803 - $922
|
1.51K
$34.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-32- 0.16% |
$828 - $951
|
19.4K
$437K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-33- 0.11% |
$854 - $981
|
30.3K
$682K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33- 0.09% |
$854 - $981
|
34.8K
$783K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35- 0.31% |
$906 - $1.04K
|
11.1K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-39- 0.4% |
$1.01K - $1.16K
|
9.71K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-40- 8.97% |
$1.04K - $1.19K
|
406
$9.15K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-41- 0.28% |
$1.06K - $1.22K
|
14.8K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-42- 0.07% |
$1.09K - $1.25K
|
58.5K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-47- 0.45% |
$1.22K - $1.4K
|
10.4K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-50- 0.4% |
$1.29K - $1.49K
|
12.5K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-51- 0.54% |
$1.32K - $1.52K
|
9.42K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-52- 0.03% |
$1.35K - $1.55K
|
169K
$3.81M
|