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 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-52- 0.03% |
$1.35K - $1.55K
|
175K
$3.95M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-55- 0.42% |
$1.42K - $1.64K
|
12.9K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-60- 0.23% |
$1.55K - $1.78K
|
25.9K
$584K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-63- 0.79% |
$1.63K - $1.87K
|
7.96K
$179K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 0.51% |
$1.63K - $1.87K
|
12.3K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-71- 3.18% |
$1.84K - $2.11K
|
2.16K
$48.7K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-71- 1.27% |
$1.84K - $2.11K
|
5.52K
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-73- 0.62% |
$1.89K - $2.17K
|
11.8K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-73- 0.46% |
$1.89K - $2.17K
|
15.8K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-74- 1.81% |
$1.92K - $2.2K
|
4.01K
$90.4K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-76- 3.38% |
$1.97K - $2.26K
|
2.17K
$48.9K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-76- 0.94% |
$1.97K - $2.26K
|
8.03K
$181K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-79- 20.05% |
$2.05K - $2.35K
|
315
$7.1K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-80- 0.29% |
$2.07K - $2.38K
|
27.8K
$626K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-81- 0.61% |
$2.1K - $2.41K
|
13.3K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-82- 0.2% |
$2.12K - $2.44K
|
41.8K
$942K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-88- 0.57% |
$2.28K - $2.62K
|
15.4K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-88- 0.47% |
$2.28K - $2.62K
|
18.5K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-93- 0.17% |
$2.41K - $2.76K
|
53.7K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-93- 1.13% |
$2.41K - $2.76K
|
8.12K
$183K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-93- 1.01% |
$2.41K - $2.76K
|
9.08K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-94- 0.88% |
$2.43K - $2.79K
|
10.6K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-99- 1.24% |
$2.56K - $2.94K
|
7.9K
$178K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-100- 0.78% |
$2.59K - $2.97K
|
12.7K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 7.2% |
$2.59K - $2.97K
|
1.29K
$29K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-100- 0.55% |
$2.59K - $2.97K
|
17.9K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-100- 5.08% |
$2.59K - $2.97K
|
1.87K
$42.1K
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 1.21% |
$2.59K - $2.97K
|
8.19K
$184K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-104- 0.41% |
$2.69K - $3.09K
|
25.2K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-105- 7.83% |
$2.72K - $3.12K
|
1.24K
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-105- 1.83% |
$2.72K - $3.12K
|
5.63K
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-107- 0.32% |
$2.77K - $3.18K
|
33.8K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-107- 6.33% |
$2.77K - $3.18K
|
1.58K
$35.7K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-112- 0.76% |
$2.9K - $3.33K
|
14.6K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-112- 0.75% |
$2.9K - $3.33K
|
14.8K
$334K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-116- 1.3% |
$3K - $3.45K
|
8.84K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-117- 0.06% |
$3.03K - $3.48K
|
207K
$4.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-118- 0.17% |
$3.06K - $3.51K
|
68.3K
$1.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-131- 1.78% |
$3.39K - $3.89K
|
7.21K
$162K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-131- 2.89% |
$3.39K - $3.89K
|
4.4K
$99.1K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-131- 1.84% |
$3.39K - $3.89K
|
7K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-131- 1.63% |
$3.39K - $3.89K
|
7.91K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-131- 0.59% |
$3.39K - $3.89K
|
22.1K
$497K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-136- 0.19% |
$3.52K - $4.04K
|
70.1K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-138- 0.69% |
$3.57K - $4.1K
|
20K
$450K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-141- 1.78% |
$3.65K - $4.19K
|
7.79K
$175K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-142- 3.12% |
$3.68K - $4.22K
|
4.41K
$99.4K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-142- 1.04% |
$3.68K - $4.22K
|
13.5K
$304K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-144- 1.09% |
$3.73K - $4.28K
|
13.1K
$295K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-144- 1.69% |
$3.73K - $4.28K
|
8.4K
$189K
|