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 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-181- 1.12% |
$4.69K - $5.38K
|
16K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-183- 4.04% |
$4.74K - $5.44K
|
4.34K
$108K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-186- 2.01% |
$4.82K - $5.53K
|
9.09K
$225K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-190- 1.14% |
$4.92K - $5.65K
|
16.5K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-192- 1.38% |
$4.97K - $5.71K
|
13.7K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-192- 2.17% |
$4.97K - $5.71K
|
8.67K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-196- 18.2% |
$5.07K - $5.83K
|
881
$21.8K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-198- 0.16% |
$5.13K - $5.89K
|
121K
$2.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-199- 1.87% |
$5.15K - $5.92K
|
10.4K
$258K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-200- 1.31% |
$5.18K - $5.95K
|
15.1K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-201- 0.37% |
$5.2K - $5.98K
|
53.6K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 22.16% |
$5.26K - $6.04K
|
713
$17.7K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-205- 3.05% |
$5.31K - $6.09K
|
6.51K
$161K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-208- 1.88% |
$5.39K - $6.18K
|
10.9K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-210- 0.91% |
$5.44K - $6.24K
|
23K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-216- 4.44% |
$5.59K - $6.42K
|
4.65K
$115K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-218- 1.34% |
$5.64K - $6.48K
|
16.1K
$398K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-219- 2.69% |
$5.67K - $6.51K
|
7.91K
$196K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-222- 0.41% |
$5.75K - $6.6K
|
54.5K
$1.35M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-222- 0.92% |
$5.75K - $6.6K
|
23.9K
$594K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-225- 0.8% |
$5.83K - $6.69K
|
28K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-225- 2.12% |
$5.83K - $6.69K
|
10.4K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-232- 39.12% |
$6.01K - $6.9K
|
361
$8.95K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 1.7% |
$6.01K - $6.9K
|
13.4K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-232- 1.04% |
$6.01K - $6.9K
|
22K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-233- 6.52% |
$6.03K - $6.93K
|
3.34K
$82.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-235- 1.55% |
$6.08K - $6.99K
|
14.9K
$369K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-235- 1.7% |
$6.08K - $6.99K
|
13.6K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-236- 2.63% |
$6.11K - $7.02K
|
8.73K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-236- 1.88% |
$6.11K - $7.02K
|
12.3K
$305K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-242- 3.07% |
$6.27K - $7.19K
|
7.63K
$189K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-245- 3.76% |
$6.34K - $7.28K
|
6.27K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-246- 2.28% |
$6.37K - $7.31K
|
10.5K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-247- 1.09% |
$6.39K - $7.34K
|
22.4K
$555K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-250- 1.0% |
$6.47K - $7.43K
|
24.8K
$616K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 1.37% |
$6.47K - $7.43K
|
18K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-250- 2.19% |
$6.47K - $7.43K
|
11.1K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-252- 3.01% |
$6.52K - $7.49K
|
8.13K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-253- 1.91% |
$6.55K - $7.52K
|
13K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-256- 3.39% |
$6.63K - $7.61K
|
7.29K
$181K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-263- 9.33% |
$6.81K - $7.82K
|
2.56K
$63.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-264- 0.93% |
$6.83K - $7.85K
|
28.2K
$699K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-265- 1.99% |
$6.86K - $7.88K
|
13K
$323K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-265- 0.16% |
$6.86K - $7.88K
|
162K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-265- 1.71% |
$6.86K - $7.88K
|
15.3K
$378K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-266- 2.51% |
$6.89K - $7.91K
|
10.4K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-271- 3.38% |
$7.02K - $8.06K
|
7.75K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-271- 1.37% |
$7.02K - $8.06K
|
19.5K
$483K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-275- 1.96% |
$7.12K - $8.18K
|
13.7K
$340K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-275- 1.04% |
$7.12K - $8.18K
|
26.2K
$650K
|