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 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-427- 2.87% |
$11.1K - $12.7K
|
14.4K
$358K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-432- 6.29% |
$11.2K - $12.8K
|
6.44K
$160K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-441- 2.63% |
$11.4K - $13.1K
|
16.3K
$404K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-444- 1.57% |
$11.5K - $13.2K
|
27.8K
$688K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-446- 4.04% |
$11.5K - $13.3K
|
10.6K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-447- 4.19% |
$11.6K - $13.3K
|
10.2K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-450- 5.53% |
$11.7K - $13.4K
|
7.69K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-452- 10.62% |
$11.7K - $13.4K
|
3.8K
$94.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-453- 3.56% |
$11.7K - $13.5K
|
12.3K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-461- 3.03% |
$11.9K - $13.7K
|
14.8K
$366K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-466- 7.82% |
$12.1K - $13.9K
|
5.49K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-467- 4.0% |
$12.1K - $13.9K
|
11.2K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-473- 4.01% |
$12.2K - $14.1K
|
11.3K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-475- 4.51% |
$12.3K - $14.1K
|
10K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-475- 3.26% |
$12.3K - $14.1K
|
14.1K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-477- 3.6% |
$12.3K - $14.2K
|
12.8K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-480- 2.46% |
$12.4K - $14.3K
|
19K
$472K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-481- 1.73% |
$12.5K - $14.3K
|
27.4K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-499- 5.22% |
$12.9K - $14.8K
|
9.05K
$224K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-500- 2.72% |
$12.9K - $14.9K
|
17.9K
$444K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-500- 4.51% |
$12.9K - $14.9K
|
10.6K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-510- 1.4% |
$13.2K - $15.2K
|
35.9K
$891K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-518- 1.17% |
$13.4K - $15.4K
|
43.9K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-534- 1.72% |
$13.8K - $15.9K
|
30.6K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-540- 1.83% |
$14K - $16.1K
|
29K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-542- 3.3% |
$14K - $16.1K
|
15.9K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-545- 2.51% |
$14.1K - $16.2K
|
21.1K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-550- 4.13% |
$14.2K - $16.4K
|
12.8K
$317K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-556- 7.97% |
$14.4K - $16.5K
|
6.42K
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-562- 22.9% |
$14.6K - $16.7K
|
1.89K
$46.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-564- 2.62% |
$14.6K - $16.8K
|
21K
$521K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-564- 7.83% |
$14.6K - $16.8K
|
6.64K
$165K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-564- 3.53% |
$14.6K - $16.8K
|
15.4K
$382K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-564- 4.67% |
$14.6K - $16.8K
|
11.5K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-580- 5.47% |
$15K - $17.2K
|
10K
$248K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-580- 6.14% |
$15K - $17.2K
|
8.87K
$220K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-586- 4.22% |
$15.2K - $17.4K
|
13.3K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-594- 1.46% |
$15.4K - $17.7K
|
40.1K
$994K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-601- 6.68% |
$15.6K - $17.9K
|
8.4K
$208K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-601- 0.99% |
$15.6K - $17.9K
|
60K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-601- 4.93% |
$15.6K - $17.9K
|
11.6K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-605- 5.72% |
$15.7K - $18K
|
9.97K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-609- 0.14% |
$15.8K - $18.1K
|
425K
$10.5M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-620- 44.96% |
$16.1K - $18.4K
|
759
$18.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-622- 3.27% |
$16.1K - $18.5K
|
18.4K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-635- 4.59% |
$16.4K - $18.9K
|
13.2K
$327K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-643- 3.58% |
$16.6K - $19.1K
|
17.3K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-648- 4.66% |
$16.8K - $19.3K
|
13.3K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-650- 38.17% |
$16.8K - $19.3K
|
1.05K
$26.1K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-652- 0.94% |
$16.9K - $19.4K
|
68.4K
$1.7M
|