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 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-564- 4.67% |
$14.6K - $16.8K
|
11.5K
$262K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-580- 5.47% |
$15K - $17.2K
|
10K
$228K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-580- 6.14% |
$15K - $17.2K
|
8.87K
$202K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-586- 4.22% |
$15.2K - $17.4K
|
13.3K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-594- 1.46% |
$15.4K - $17.7K
|
40.1K
$913K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-601- 6.68% |
$15.6K - $17.9K
|
8.4K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-601- 0.99% |
$15.6K - $17.9K
|
60K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-601- 4.93% |
$15.6K - $17.9K
|
11.6K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-605- 5.72% |
$15.7K - $18K
|
9.97K
$227K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-609- 0.14% |
$15.8K - $18.1K
|
425K
$9.68M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-620- 44.96% |
$16.1K - $18.4K
|
759
$17.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-622- 3.27% |
$16.1K - $18.5K
|
18.4K
$419K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-635- 4.59% |
$16.4K - $18.9K
|
13.2K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-643- 3.58% |
$16.6K - $19.1K
|
17.3K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-648- 4.66% |
$16.8K - $19.3K
|
13.3K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-650- 38.17% |
$16.8K - $19.3K
|
1.05K
$24K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-652- 0.94% |
$16.9K - $19.4K
|
68.4K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-657- 1.98% |
$17K - $19.5K
|
32.6K
$743K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-658- 24.31% |
$17K - $19.6K
|
2.05K
$46.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-660- 0.43% |
$17.1K - $19.6K
|
154K
$3.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-660- 3.58% |
$17.1K - $19.6K
|
17.8K
$405K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-664- 0.88% |
$17.2K - $19.7K
|
74.8K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-666- 1.68% |
$17.2K - $19.8K
|
38.9K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-670- 5.44% |
$17.3K - $19.9K
|
11.7K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-672- 1.2% |
$17.4K - $20K
|
55.2K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-684- 1.77% |
$17.7K - $20.3K
|
38K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-686- 2.08% |
$17.8K - $20.4K
|
32.2K
$734K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-693- 4.09% |
$17.9K - $20.6K
|
16.2K
$370K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-700- 7.18% |
$18.1K - $20.8K
|
9.05K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 0.07% |
$18.1K - $20.8K
|
980K
$22.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-701- 34.25% |
$18.1K - $20.8K
|
1.35K
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-701- 1.0% |
$18.1K - $20.8K
|
69.5K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-703- 3.24% |
$18.2K - $20.9K
|
21K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-707- 4.5% |
$18.3K - $21K
|
15K
$341K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-710- 9.57% |
$18.4K - $21.1K
|
6.71K
$153K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-710- 4.84% |
$18.4K - $21.1K
|
14K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-727- 0.87% |
$18.8K - $21.6K
|
83.1K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-728- 7.65% |
$18.8K - $21.6K
|
8.78K
$200K
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-733- 7.08% |
$19K - $21.8K
|
9.62K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-740- 4.24% |
$19.2K - $22K
|
16.7K
$381K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-741- 3.31% |
$19.2K - $22K
|
21.7K
$494K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-742- 6.14% |
$19.2K - $22.1K
|
11.3K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-744- 7.98% |
$19.3K - $22.1K
|
8.58K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-750- 5.04% |
$19.4K - $22.3K
|
14.1K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-750- 3.65% |
$19.4K - $22.3K
|
19.8K
$451K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-757- 9.23% |
$19.6K - $22.5K
|
7.45K
$170K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-768- 11.82% |
$19.9K - $22.8K
|
5.73K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-771- 3.61% |
$20K - $22.9K
|
20.6K
$469K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-776- 1.22% |
$20.1K - $23.1K
|
62.6K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-792- 2.01% |
$20.5K - $23.5K
|
38.6K
$879K
|