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 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.33K- 13.44% |
$60.4K - $69.4K
|
15K
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2.36K- 18.01% |
$61K - $70.1K
|
10.7K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-2.36K- 0.83% |
$61.1K - $70.1K
|
280K
$6.92M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-2.36K- 22.56% |
$61.1K - $70.1K
|
8.1K
$200K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.38K- 1.3% |
$61.5K - $70.6K
|
180K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.38K- 20.27% |
$61.7K - $70.9K
|
9.38K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.39K- 17.89% |
$61.9K - $71.1K
|
11K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.39K- 12.06% |
$62K - $71.1K
|
17.5K
$430K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-2.41K- 4.0% |
$62.5K - $71.8K
|
57.9K
$1.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.42K- 8.53% |
$62.7K - $72K
|
26K
$640K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.44K- 20.92% |
$63.1K - $72.5K
|
9.22K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.46K- 24.89% |
$63.7K - $73.2K
|
7.43K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.48K- 10.47% |
$64.1K - $73.6K
|
21.2K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.49K- 25.33% |
$64.4K - $73.9K
|
7.33K
$181K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.5K- 5.53% |
$64.7K - $74.3K
|
42.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-2.5K- 4.48% |
$64.7K - $74.3K
|
53.3K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-2.51K- 7.9% |
$64.9K - $74.5K
|
29.2K
$720K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.55K- 4.91% |
$66K - $75.8K
|
49.4K
$1.22M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.55K- 14.3% |
$66K - $75.8K
|
15.3K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.58K- 2.89% |
$66.8K - $76.7K
|
86.6K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.58K- 4.91% |
$66.9K - $76.8K
|
50K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.59K- 1.08% |
$67K - $77K
|
238K
$5.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.6K- 4.44% |
$67.3K - $77.2K
|
56K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.6K- 17.73% |
$67.3K - $77.2K
|
12.1K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.62K- 6.03% |
$67.9K - $77.9K
|
40.9K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-2.63K- 17.04% |
$68K - $78.1K
|
12.8K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.65K- 21.68% |
$68.6K - $78.8K
|
9.58K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.68K- 26.8% |
$69.3K - $79.5K
|
7.31K
$180K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-2.69K- 18.94% |
$69.7K - $80.1K
|
11.5K
$284K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.71K- 6.13% |
$70.2K - $80.6K
|
41.5K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 14.9% |
$70.2K - $80.6K
|
15.5K
$382K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.72K- 9.62% |
$70.3K - $80.7K
|
25.5K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.72K- 1.36% |
$70.3K - $80.7K
|
197K
$4.85M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.72K- 5.22% |
$70.5K - $80.9K
|
49.4K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.74K- 6.36% |
$70.9K - $81.4K
|
40.3K
$994K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.76K- 3.89% |
$71.6K - $82.2K
|
68.2K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.77K- 10.14% |
$71.7K - $82.3K
|
24.5K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.78K- 5.72% |
$71.9K - $82.6K
|
45.7K
$1.13M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.8K- 6.44% |
$72.5K - $83.3K
|
40.7K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.81K- 20.69% |
$72.7K - $83.5K
|
10.8K
$265K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.82K- 13.35% |
$72.9K - $83.7K
|
18.3K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-2.84K- 18.96% |
$73.6K - $84.5K
|
12.1K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.86K- 2.04% |
$74K - $85K
|
137K
$3.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.87K- 3.22% |
$74.2K - $85.2K
|
86K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.9K- 5.67% |
$75K - $86.1K
|
48.2K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.9K- 8.34% |
$75K - $86.1K
|
31.8K
$785K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.95K- 12.9% |
$76.3K - $87.6K
|
19.9K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.95K- 16.24% |
$76.4K - $87.7K
|
15.2K
$375K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.96K- 24.59% |
$76.5K - $87.9K
|
9.06K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.96K- 15.34% |
$76.6K - $88K
|
16.3K
$403K
|