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 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.41K- 7.09% |
$36.4K - $41.8K
|
18.4K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.41K- 10.91% |
$36.5K - $41.9K
|
11.5K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.41K- 6.41% |
$36.5K - $41.9K
|
20.6K
$511K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.43K- 5.22% |
$37.1K - $42.6K
|
26K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.44K- 14.29% |
$37.2K - $42.7K
|
8.61K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 18.59% |
$37.2K - $42.8K
|
6.3K
$156K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.44K- 1.25% |
$37.2K - $42.8K
|
113K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.45K- 5.43% |
$37.4K - $43K
|
25.2K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.45K- 1.44% |
$37.4K - $43K
|
98.7K
$2.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.46K- 14.43% |
$37.7K - $43.3K
|
8.63K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1.46K- 45.27% |
$37.7K - $43.3K
|
1.76K
$43.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 16.15% |
$38K - $43.7K
|
7.63K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.47K- 3.07% |
$38.1K - $43.8K
|
46.5K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.5K- 8.64% |
$38.7K - $44.5K
|
15.8K
$393K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.5K- 23.38% |
$38.8K - $44.6K
|
4.91K
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.5K- 18.28% |
$38.8K - $44.6K
|
6.71K
$166K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.5K- 3.82% |
$38.9K - $44.7K
|
37.9K
$939K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.52K- 16.39% |
$39.4K - $45.3K
|
7.77K
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.53K- 1.81% |
$39.5K - $45.3K
|
82.9K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.53K- 1.58% |
$39.6K - $45.5K
|
95.4K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 11.31% |
$40.1K - $46.1K
|
12.2K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.55K- 16.31% |
$40.2K - $46.2K
|
7.98K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.56K- 11.3% |
$40.3K - $46.3K
|
12.2K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.57K- 6.06% |
$40.7K - $46.8K
|
24.4K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.58K- 1.07% |
$40.8K - $46.8K
|
145K
$3.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.58K- 9.68% |
$40.9K - $47K
|
14.8K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.58K- 16.07% |
$41K - $47.1K
|
8.27K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.6K- 2.48% |
$41.4K - $47.6K
|
63K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.61K- 2.38% |
$41.6K - $47.8K
|
66K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.63K- 3.95% |
$42.1K - $48.4K
|
39.5K
$980K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.63K- 16.31% |
$42.2K - $48.4K
|
8.36K
$207K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.63K- 2.61% |
$42.2K - $48.5K
|
60.8K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.64K- 8.41% |
$42.4K - $48.7K
|
17.8K
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.64K- 11.36% |
$42.5K - $48.8K
|
12.8K
$318K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.64K- 14.3% |
$42.5K - $48.8K
|
9.85K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.65K- 55.05% |
$42.6K - $48.9K
|
1.34K
$33.3K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.65K- 9.91% |
$42.7K - $49K
|
15K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.66K- 13.96% |
$42.8K - $49.2K
|
10.2K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.66K- 11.59% |
$43.1K - $49.4K
|
12.7K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.67K- 14.8% |
$43.2K - $49.6K
|
9.61K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.68K- 6.34% |
$43.4K - $49.8K
|
24.8K
$614K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.69K- 7.91% |
$43.9K - $50.4K
|
19.7K
$489K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.7K- 7.65% |
$43.9K - $50.5K
|
20.5K
$508K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.72K- 8.21% |
$44.5K - $51.1K
|
19.2K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.72K- 8.61% |
$44.5K - $51.1K
|
18.2K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.72K- 58.74% |
$44.5K - $51.1K
|
1.21K
$30K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.73K- 18.02% |
$44.7K - $51.3K
|
7.85K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.73K- 7.6% |
$44.7K - $51.3K
|
21K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.73K- 5.74% |
$44.7K - $51.3K
|
28.4K
$704K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.75K- 18.4% |
$45.2K - $51.9K
|
7.75K
$192K
|