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 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-6.58K- 75.9% |
$170K - $196K
|
2.09K
$51.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-6.62K- 9.58% |
$171K - $197K
|
62.4K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.62K- 22.34% |
$171K - $197K
|
23K
$571K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.63K- 5.7% |
$172K - $197K
|
110K
$2.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-6.68K- 11.66% |
$173K - $199K
|
50.6K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-6.74K- 15.31% |
$174K - $200K
|
37.3K
$924K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.77K- 12.47% |
$175K - $201K
|
47.6K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-6.8K- 20.11% |
$176K - $202K
|
27K
$670K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.82K- 19.93% |
$176K - $203K
|
27.4K
$679K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.87K- 6.53% |
$178K - $204K
|
98.3K
$2.44M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.89K- 8.98% |
$178K - $205K
|
69.9K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.96K- 1.15% |
$180K - $207K
|
597K
$14.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-6.98K- 20.51% |
$181K - $207K
|
27.1K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.98K- 45.22% |
$181K - $208K
|
8.46K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-7K- 12.21% |
$181K - $208K
|
50.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7K- 4.07% |
$181K - $208K
|
165K
$4.09M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.05K- 8.59% |
$182K - $209K
|
74.9K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7.05K- 45.15% |
$183K - $210K
|
8.57K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.15K- 3.03% |
$185K - $213K
|
229K
$5.67M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.16K- 12.61% |
$185K - $213K
|
49.7K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.36K- 14.4% |
$191K - $219K
|
43.8K
$1.09M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-7.37KClosed |
$191K - $219K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.38K- 43.49% |
$191K - $219K
|
9.59K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-7.42K- 22.17% |
$192K - $220K
|
26K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.42K- 16.71% |
$192K - $221K
|
37K
$918K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 5.61% |
$194K - $223K
|
126K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.49K- 20.23% |
$194K - $223K
|
29.5K
$733K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
SELL
|
- |
-7.54K- 13.91% |
$195K - $224K
|
46.6K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.56K- 31.73% |
$196K - $225K
|
16.3K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-7.57K- 12.99% |
$196K - $225K
|
50.7K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7.61K- 9.13% |
$197K - $226K
|
75.8K
$1.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.63K- 14.23% |
$197K - $227K
|
46K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.64K- 1.29% |
$198K - $227K
|
585K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-7.64K- 11.99% |
$198K - $227K
|
56.1K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-7.65K- 36.97% |
$198K - $227K
|
13K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.76K- 10.85% |
$201K - $231K
|
63.8K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.76K- 2.89% |
$201K - $231K
|
261K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.83K- 31.55% |
$203K - $233K
|
17K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-7.84K- 3.4% |
$203K - $233K
|
223K
$5.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.86K- 7.08% |
$204K - $234K
|
103K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.9K- 14.39% |
$204K - $235K
|
47K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-8.06K- 19.89% |
$209K - $240K
|
32.5K
$805K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.08K- 9.3% |
$209K - $240K
|
78.8K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-8.08K- 9.91% |
$209K - $240K
|
73.5K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-8.11K- 23.96% |
$210K - $241K
|
25.7K
$638K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-8.13K- 34.45% |
$210K - $242K
|
15.5K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-8.16K- 10.9% |
$211K - $243K
|
66.7K
$1.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-8.24K- 3.1% |
$213K - $245K
|
257K
$6.38M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-8.46K- 5.4% |
$219K - $251K
|
148K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.52K- 1.1% |
$220K - $253K
|
769K
$19.1M
|