Purchases and Sales Made in Q2 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
296+ 3.82% |
$7.48K - $8.76K
|
8.04K
$183K
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
294+ 0.31% |
$7.43K - $8.7K
|
95.8K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
293+ 91.85% |
$7.4K - $8.67K
|
612
$13.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
287+ 3.55% |
$7.25K - $8.5K
|
8.36K
$191K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
286+ 1.65% |
$7.22K - $8.47K
|
17.6K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
285+ 2.35% |
$7.2K - $8.44K
|
12.4K
$283K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 1.19% |
$6.95K - $8.14K
|
23.4K
$532K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
271+ 6.24% |
$6.85K - $8.02K
|
4.61K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
266+ 2.84% |
$6.72K - $7.87K
|
9.64K
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
265+ 0.49% |
$6.69K - $7.84K
|
53.9K
$1.23M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
260+ 0.39% |
$6.57K - $7.7K
|
67.7K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
259+ 7.09% |
$6.54K - $7.67K
|
3.91K
$89.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
252+ 5.42% |
$6.37K - $7.46K
|
4.9K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
252+ 2.55% |
$6.37K - $7.46K
|
10.1K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
250+ 1.62% |
$6.32K - $7.4K
|
15.7K
$358K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
250+ 2.96% |
$6.32K - $7.4K
|
8.71K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
243+ 0.35% |
$6.14K - $7.19K
|
68.8K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
233+ 5.81% |
$5.89K - $6.9K
|
4.25K
$96.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
228+ 1.56% |
$5.76K - $6.75K
|
14.8K
$338K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
226+ 1.74% |
$5.71K - $6.69K
|
13.2K
$302K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
224+ 1.54% |
$5.66K - $6.63K
|
14.8K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
222New |
$5.61K - $6.57K
|
222
$5.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
218+ 2.34% |
$5.51K - $6.45K
|
9.53K
$217K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
214+ 0.19% |
$5.41K - $6.33K
|
111K
$2.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
213+ 7.81% |
$5.38K - $6.3K
|
2.94K
$67K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
213+ 0.82% |
$5.38K - $6.3K
|
26.1K
$594K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
212+ 0.7% |
$5.36K - $6.28K
|
30.6K
$698K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 0.56% |
$5.25K - $6.16K
|
37.5K
$854K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
200+ 0.76% |
$5.05K - $5.92K
|
26.6K
$606K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.92K
|
200
$4.56K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 0.72% |
$5.05K - $5.92K
|
27.8K
$634K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
199+ 2.37% |
$5.03K - $5.89K
|
8.6K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
194+ 1.35% |
$4.9K - $5.74K
|
14.5K
$331K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
193+ 6.81% |
$4.88K - $5.71K
|
3.03K
$68.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
191+ 2.39% |
$4.82K - $5.65K
|
8.19K
$187K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
191+ 0.75% |
$4.82K - $5.65K
|
25.6K
$584K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
189+ 1.07% |
$4.77K - $5.59K
|
17.9K
$407K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
183+ 18.12% |
$4.62K - $5.42K
|
1.19K
$27.2K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
181+ 1.14% |
$4.57K - $5.36K
|
16K
$365K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
177+ 11.27% |
$4.47K - $5.24K
|
1.75K
$39.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
176+ 48.75% |
$4.45K - $5.21K
|
537
$12.2K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
175+ 1.75% |
$4.42K - $5.18K
|
10.2K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
172+ 2.07% |
$4.34K - $5.09K
|
8.5K
$194K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
166+ 1.67% |
$4.19K - $4.91K
|
10.1K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
165+ 1.07% |
$4.17K - $4.88K
|
15.6K
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
165+ 0.12% |
$4.17K - $4.88K
|
132K
$3.02M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
162+ 1.96% |
$4.09K - $4.8K
|
8.41K
$192K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
156+ 1.24% |
$3.94K - $4.62K
|
12.7K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
154+ 0.58% |
$3.89K - $4.56K
|
26.7K
$609K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
150+ 1.06% |
$3.79K - $4.44K
|
14.4K
$327K
|