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 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.2K- 9.28% |
$444K - $510K
|
168K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-17.8K- 95.78% |
$461K - $530K
|
785
$19.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17.9K- 8.1% |
$463K - $532K
|
203K
$5.03M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-18.1K- 37.39% |
$469K - $538K
|
30.3K
$752K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-18.2K- 25.94% |
$471K - $541K
|
51.9K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.2K- 21.35% |
$472K - $542K
|
67.1K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-18.3K- 4.3% |
$473K - $543K
|
407K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18.5K- 62.8% |
$480K - $551K
|
11K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18.5K- 7.99% |
$480K - $551K
|
214K
$5.3M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-18.9K- 6.54% |
$489K - $562K
|
270K
$6.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-19K- 37.56% |
$492K - $565K
|
31.6K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-19K- 7.01% |
$492K - $565K
|
252K
$6.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-19.3K- 50.83% |
$501K - $575K
|
18.7K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-19.4K- 69.28% |
$501K - $576K
|
8.58K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19.7K- 31.82% |
$511K - $587K
|
42.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19.9K- 7.05% |
$516K - $592K
|
263K
$6.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20.1K- 10.7% |
$520K - $597K
|
167K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20.3K- 3.39% |
$526K - $604K
|
579K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-20.4K- 15.01% |
$527K - $605K
|
115K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-20.6K- 5.43% |
$533K - $612K
|
358K
$8.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-20.7K- 72.16% |
$537K - $617K
|
8K
$198K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-21K- 13.31% |
$542K - $623K
|
136K
$3.38M
|
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-21K- 16.67% |
$544K - $624K
|
105K
$2.6M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-21.1K- 49.19% |
$547K - $628K
|
21.8K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21.2K- 17.39% |
$548K - $629K
|
101K
$2.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.2K- 78.56% |
$548K - $630K
|
5.78K
$143K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-21.6K- 49.96% |
$560K - $643K
|
21.7K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-21.8K- 14.77% |
$563K - $647K
|
126K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-21.8K- 71.6% |
$563K - $647K
|
8.63K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-22.4K- 22.31% |
$579K - $665K
|
77.9K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-22.4K- 45.37% |
$580K - $666K
|
27K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-22.5K- 8.74% |
$582K - $668K
|
235K
$5.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-22.5K- 46.58% |
$582K - $668K
|
25.8K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-23K- 5.08% |
$595K - $683K
|
429K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-23.2K- 6.15% |
$602K - $691K
|
354K
$8.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.3K- 17.29% |
$602K - $691K
|
111K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.3K- 16.63% |
$602K - $692K
|
117K
$2.89M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-23.4K- 16.06% |
$607K - $697K
|
123K
$3.04M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-23.5K- 4.85% |
$609K - $700K
|
461K
$11.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-23.8K- 5.05% |
$615K - $707K
|
447K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-24K- 21.26% |
$621K - $713K
|
88.8K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-24.1K- 44.25% |
$623K - $715K
|
30.3K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-24.1K- 2.97% |
$623K - $716K
|
788K
$19.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-24.2K- 13.9% |
$626K - $719K
|
150K
$3.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24.3K- 15.12% |
$629K - $722K
|
136K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24.3K- 4.83% |
$629K - $722K
|
478K
$11.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-24.7K- 47.14% |
$639K - $734K
|
27.7K
$687K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.9K- 7.86% |
$646K - $741K
|
292K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-24.9K- 28.71% |
$646K - $741K
|
61.9K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-24.9K- 1.82% |
$646K - $742K
|
1.35M
$33.4M
|