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 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-10.6K- 51.33% |
$273K - $314K
|
10K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-10.6K- 5.35% |
$274K - $314K
|
187K
$4.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-10.6K- 57.41% |
$274K - $314K
|
7.84K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 68.0% |
$274K - $315K
|
4.98K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.6K- 3.98% |
$275K - $315K
|
256K
$5.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.7K- 1.55% |
$277K - $318K
|
680K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10.7K- 23.93% |
$277K - $318K
|
34K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-10.8K- 10.47% |
$279K - $320K
|
92.2K
$2.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-11K- 34.45% |
$286K - $328K
|
21K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.1K- 21.21% |
$287K - $330K
|
41.2K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.1K- 23.3% |
$287K - $330K
|
36.5K
$823K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-11.2K- 39.61% |
$291K - $334K
|
17.1K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-11.3K- 5.86% |
$291K - $335K
|
181K
$4.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11.5K- 9.8% |
$299K - $343K
|
106K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.7K- 3.73% |
$302K - $347K
|
301K
$6.78M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-11.7K- 8.41% |
$302K - $347K
|
127K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-11.7K- 1.31% |
$303K - $348K
|
883K
$19.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11.7K- 28.68% |
$303K - $348K
|
29.1K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.7K- 19.3% |
$303K - $348K
|
48.9K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-11.8K- 57.88% |
$304K - $350K
|
8.56K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11.9K- 4.37% |
$307K - $352K
|
259K
$5.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-11.9K- 8.25% |
$308K - $353K
|
132K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-12K- 88.49% |
$311K - $357K
|
1.56K
$35.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-12K- 12.02% |
$311K - $358K
|
88K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-12.2K- 33.68% |
$316K - $362K
|
24K
$541K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-12.3K- 13.56% |
$317K - $364K
|
78.1K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-12.3K- 9.81% |
$319K - $366K
|
113K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-12.5K- 2.41% |
$322K - $370K
|
504K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12.5K- 44.09% |
$324K - $372K
|
15.9K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 19.54% |
$326K - $374K
|
51.9K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 3.51% |
$328K - $377K
|
348K
$7.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12.7K- 3.72% |
$329K - $378K
|
329K
$7.41M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-13.2K- 2.86% |
$341K - $391K
|
447K
$10.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.3K- 12.21% |
$343K - $394K
|
95.3K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-13.3K- 31.49% |
$344K - $395K
|
28.9K
$651K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-13.3K- 45.15% |
$345K - $396K
|
16.2K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-13.3K- 13.32% |
$345K - $396K
|
86.7K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.4K- 24.9% |
$347K - $399K
|
40.4K
$911K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-13.4K- 15.93% |
$348K - $399K
|
70.9K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-13.5K- 42.92% |
$349K - $401K
|
17.9K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13.5K- 25.72% |
$349K - $401K
|
38.9K
$877K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-13.5K- 32.86% |
$350K - $402K
|
27.6K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.5K- 11.3% |
$350K - $402K
|
106K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.8K- 35.76% |
$358K - $411K
|
24.8K
$559K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-13.9K- 48.66% |
$359K - $413K
|
14.6K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.9K- 29.13% |
$359K - $413K
|
33.8K
$761K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-14K- 27.92% |
$361K - $415K
|
36K
$812K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14K- 10.63% |
$363K - $416K
|
118K
$2.65M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-14.2K- 23.83% |
$367K - $422K
|
45.3K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-14.4K- 5.08% |
$372K - $427K
|
268K
$6.04M
|