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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.6K- 8.37% |
$223K - $256K
|
94.2K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-8.62K- 21.92% |
$223K - $256K
|
30.7K
$761K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.65K- 4.49% |
$224K - $257K
|
184K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-8.68K- 14.16% |
$225K - $258K
|
52.6K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-8.91K- 82.35% |
$231K - $265K
|
1.91K
$47.4K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.92K- 7.83% |
$231K - $265K
|
105K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.98K- 28.33% |
$233K - $267K
|
22.7K
$564K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-8.98K- 29.98% |
$233K - $267K
|
21K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-9K- 31.04% |
$233K - $268K
|
20K
$496K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-9.02K- 13.13% |
$234K - $268K
|
59.7K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-9.14K- 0.69% |
$237K - $272K
|
1.32M
$32.7M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.2K- 19.96% |
$238K - $273K
|
36.9K
$914K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9.31K- 12.97% |
$241K - $277K
|
62.4K
$1.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-9.38K- 6.3% |
$243K - $279K
|
139K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.5K- 15.14% |
$246K - $282K
|
53.2K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9.51K- 28.47% |
$246K - $283K
|
23.9K
$593K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-9.82K- 20.68% |
$254K - $292K
|
37.7K
$934K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-9.9K- 33.9% |
$256K - $294K
|
19.3K
$479K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.95K- 15.26% |
$258K - $296K
|
55.2K
$1.37M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10K- 17.94% |
$259K - $298K
|
45.8K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.1K- 6.5% |
$261K - $300K
|
145K
$3.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-10.1K- 38.48% |
$263K - $302K
|
16.2K
$402K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10.2K- 29.54% |
$264K - $303K
|
24.3K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.2K- 15.51% |
$264K - $304K
|
55.6K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-10.2K- 9.49% |
$265K - $304K
|
97.7K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 4.81% |
$271K - $311K
|
207K
$5.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-10.6K- 51.33% |
$273K - $314K
|
10K
$248K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-10.6K- 5.35% |
$274K - $314K
|
187K
$4.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-10.6K- 57.41% |
$274K - $314K
|
7.84K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 68.0% |
$274K - $315K
|
4.98K
$124K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.6K- 3.98% |
$275K - $315K
|
256K
$6.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.7K- 1.55% |
$277K - $318K
|
680K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10.7K- 23.93% |
$277K - $318K
|
34K
$844K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-10.8K- 10.47% |
$279K - $320K
|
92.2K
$2.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-11K- 34.45% |
$286K - $328K
|
21K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.1K- 21.21% |
$287K - $330K
|
41.2K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.1K- 23.3% |
$287K - $330K
|
36.5K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-11.2K- 39.61% |
$291K - $334K
|
17.1K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-11.3K- 5.86% |
$291K - $335K
|
181K
$4.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11.5K- 9.8% |
$299K - $343K
|
106K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.7K- 3.73% |
$302K - $347K
|
301K
$7.46M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-11.7K- 8.41% |
$302K - $347K
|
127K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-11.7K- 1.31% |
$303K - $348K
|
883K
$21.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11.7K- 28.68% |
$303K - $348K
|
29.1K
$722K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.7K- 19.3% |
$303K - $348K
|
48.9K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-11.8K- 57.88% |
$304K - $350K
|
8.56K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11.9K- 4.37% |
$307K - $352K
|
259K
$6.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-11.9K- 8.25% |
$308K - $353K
|
132K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-12K- 88.49% |
$311K - $357K
|
1.56K
$38.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-12K- 12.02% |
$311K - $358K
|
88K
$2.18M
|