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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
130+ 9.63% |
$3.28K - $3.85K
|
1.48K
$39.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
130+ 3.0% |
$3.28K - $3.85K
|
4.47K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
129+ 0.47% |
$3.26K - $3.82K
|
27.7K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
123+ 1.33% |
$3.11K - $3.64K
|
9.36K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
121+ 0.66% |
$3.06K - $3.58K
|
18.5K
$491K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
120+ 0.22% |
$3.03K - $3.55K
|
53.7K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
120+ 0.35% |
$3.03K - $3.55K
|
34.2K
$908K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
119+ 0.11% |
$3.01K - $3.52K
|
105K
$2.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
118+ 0.61% |
$2.98K - $3.49K
|
19.3K
$513K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
116+ 1.01% |
$2.93K - $3.43K
|
11.6K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
114+ 0.73% |
$2.88K - $3.37K
|
15.7K
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
111+ 0.5% |
$2.8K - $3.29K
|
22.5K
$596K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
107+ 0.44% |
$2.7K - $3.17K
|
24.6K
$651K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
106+ 0.93% |
$2.68K - $3.14K
|
11.5K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
104+ 1.49% |
$2.63K - $3.08K
|
7.11K
$188K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100+ 5.35% |
$2.53K - $2.96K
|
1.97K
$52.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 0.7% |
$2.53K - $2.96K
|
14.4K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
100+ 0.67% |
$2.53K - $2.96K
|
15.1K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
96+ 0.16% |
$2.42K - $2.84K
|
58.4K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
96+ 1.1% |
$2.42K - $2.84K
|
8.8K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
94+ 1.04% |
$2.37K - $2.78K
|
9.18K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
90+ 0.62% |
$2.27K - $2.66K
|
14.6K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
90+ 0.49% |
$2.27K - $2.66K
|
18.6K
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
87+ 0.59% |
$2.2K - $2.58K
|
14.9K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
86+ 0.83% |
$2.17K - $2.55K
|
10.4K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
85+ 0.88% |
$2.15K - $2.52K
|
9.8K
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
81+ 0.45% |
$2.05K - $2.4K
|
18.2K
$482K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
76+ 0.58% |
$1.92K - $2.25K
|
13.1K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.48% |
$1.84K - $2.16K
|
15.3K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
72+ 0.19% |
$1.82K - $2.13K
|
37.9K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
72+ 27.69% |
$1.82K - $2.13K
|
332
$8.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
70+ 0.25% |
$1.77K - $2.07K
|
28K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
69+ 0.76% |
$1.74K - $2.04K
|
9.21K
$244K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
67+ 4.24% |
$1.69K - $1.98K
|
1.65K
$43.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
67+ 0.81% |
$1.69K - $1.98K
|
8.37K
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
65+ 0.46% |
$1.64K - $1.92K
|
14.1K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
63+ 0.34% |
$1.59K - $1.86K
|
18.6K
$494K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
61+ 0.24% |
$1.54K - $1.81K
|
25.8K
$684K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61+ 0.03% |
$1.54K - $1.81K
|
213K
$5.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
60+ 0.3% |
$1.52K - $1.78K
|
20.3K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
59New |
$1.49K - $1.75K
|
59
$1.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
58+ 3.72% |
$1.47K - $1.72K
|
1.62K
$42.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
58+ 1.11% |
$1.47K - $1.72K
|
5.31K
$141K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
56+ 0.46% |
$1.41K - $1.66K
|
12.3K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.07% |
$1.29K - $1.51K
|
77.6K
$2.06M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.08% |
$1.26K - $1.48K
|
61.8K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50+ 0.23% |
$1.26K - $1.48K
|
22K
$583K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
50+ 0.25% |
$1.26K - $1.48K
|
20.5K
$542K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 29.41% |
$1.26K - $1.48K
|
220
$5.83K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
49+ 7.18% |
$1.24K - $1.45K
|
731
$19.4K
|