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
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-794- 4.41% |
$20.6K - $23.6K
|
17.2K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-795- 4.36% |
$20.6K - $23.6K
|
17.4K
$393K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-796- 5.35% |
$20.6K - $23.7K
|
14.1K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-798- 45.03% |
$20.7K - $23.7K
|
974
$21.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-801- 5.49% |
$20.7K - $23.8K
|
13.8K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-816- 1.81% |
$21.1K - $24.3K
|
44.3K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-837- 0.17% |
$21.7K - $24.9K
|
503K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-839- 7.26% |
$21.7K - $24.9K
|
10.7K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-847- 4.02% |
$21.9K - $25.2K
|
20.2K
$456K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-860- 6.11% |
$22.3K - $25.6K
|
13.2K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-861- 8.36% |
$22.3K - $25.6K
|
9.44K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-866- 26.74% |
$22.4K - $25.7K
|
2.37K
$53.4K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-867- 1.33% |
$22.4K - $25.8K
|
64.5K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-869- 3.7% |
$22.5K - $25.8K
|
22.6K
$510K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-872- 4.72% |
$22.6K - $25.9K
|
17.6K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-875- 0.71% |
$22.7K - $26K
|
122K
$2.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-876- 1.7% |
$22.7K - $26K
|
50.5K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-879- 8.59% |
$22.8K - $26.1K
|
9.35K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-884- 9.21% |
$22.9K - $26.3K
|
8.71K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-899- 5.86% |
$23.3K - $26.7K
|
14.4K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-905- 50.64% |
$23.4K - $26.9K
|
882
$19.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-910- 5.99% |
$23.6K - $27.1K
|
14.3K
$322K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-911- 4.43% |
$23.6K - $27.1K
|
19.6K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-917- 2.56% |
$23.7K - $27.3K
|
34.9K
$786K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-925- 0.76% |
$23.9K - $27.5K
|
121K
$2.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-930- 8.14% |
$24.1K - $27.6K
|
10.5K
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-930- 7.0% |
$24.1K - $27.6K
|
12.3K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-932- 10.2% |
$24.1K - $27.7K
|
8.21K
$185K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-933- 5.76% |
$24.2K - $27.7K
|
15.3K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-935- 13.94% |
$24.2K - $27.8K
|
5.77K
$130K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-944- 2.84% |
$24.4K - $28.1K
|
32.3K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-945- 9.59% |
$24.5K - $28.1K
|
8.91K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-950- 3.54% |
$24.6K - $28.2K
|
25.9K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-965- 4.84% |
$25K - $28.7K
|
19K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-974- 11.16% |
$25.2K - $29K
|
7.75K
$175K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-975- 51.72% |
$25.2K - $29K
|
910
$20.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-984- 7.39% |
$25.5K - $29.3K
|
12.3K
$278K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-985- 10.45% |
$25.5K - $29.3K
|
8.45K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-990- 7.64% |
$25.6K - $29.4K
|
12K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1K- 10.51% |
$25.9K - $29.7K
|
8.51K
$192K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1K- 9.07% |
$25.9K - $29.8K
|
10.1K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.01K- 5.99% |
$26K - $29.9K
|
15.8K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.01K- 4.66% |
$26.1K - $29.9K
|
20.6K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.02K- 2.32% |
$26.4K - $30.3K
|
43K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.03K- 10.51% |
$26.5K - $30.5K
|
8.72K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 2.54% |
$26.7K - $30.7K
|
39.6K
$892K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.04K- 5.93% |
$26.8K - $30.8K
|
16.4K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.04K- 35.71% |
$27K - $30.9K
|
1.87K
$42.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.05K- 1.41% |
$27.2K - $31.2K
|
73.3K
$1.65M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 8.48% |
$27.4K - $31.5K
|
11.4K
$258K
|