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 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
49+ 15.56% |
$1.24K - $1.45K
|
364
$9.65K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49+ 0.31% |
$1.24K - $1.45K
|
16.1K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
47New |
$1.19K - $1.39K
|
47
$1.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
41+ 0.16% |
$1.04K - $1.21K
|
25.6K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
39+ 0.09% |
$985 - $1.15K
|
41.7K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
37+ 0.28% |
$935 - $1.1K
|
13.2K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
37+ 0.19% |
$935 - $1.1K
|
20K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
36+ 0.11% |
$909 - $1.07K
|
32.6K
$866K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
34+ 2.64% |
$859 - $1.01K
|
1.32K
$35K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
32+ 1.53% |
$808 - $947
|
2.12K
$56.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32+ 9.12% |
$808 - $947
|
383
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32+ 0.02% |
$808 - $947
|
185K
$4.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31+ 1.49% |
$783 - $918
|
2.11K
$55.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
29+ 0.31% |
$733 - $858
|
9.41K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.12% |
$733 - $858
|
25.2K
$669K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
28+ 0.18% |
$707 - $829
|
16K
$424K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
28+ 1.49% |
$707 - $829
|
1.9K
$50.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
28+ 0.25% |
$707 - $829
|
11.1K
$294K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
26+ 0.11% |
$657 - $770
|
22.9K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
25+ 0.04% |
$632 - $740
|
58.6K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
24+ 0.58% |
$606 - $710
|
4.13K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.12% |
$606 - $710
|
19.3K
$511K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.19% |
$606 - $710
|
12.8K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 1.2% |
$581 - $681
|
1.93K
$51.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.2% |
$530 - $622
|
10.5K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$505 - $592
|
20
$530
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19+ 0.03% |
$480 - $562
|
56.4K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 0.06% |
$480 - $562
|
30.1K
$799K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 1.56% |
$429 - $503
|
1.11K
$29.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.09% |
$429 - $503
|
19.6K
$521K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17+ 0.19% |
$429 - $503
|
9.04K
$240K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16+ 0.07% |
$404 - $474
|
22K
$584K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
15+ 0.02% |
$379 - $444
|
67K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
13+ 0.23% |
$328 - $385
|
5.64K
$150K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12+ 0.12% |
$303 - $355
|
10.3K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12+ 29.27% |
$303 - $355
|
53
$1.41K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 1.31% |
$278 - $326
|
853
$22.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 0.92% |
$278 - $326
|
1.21K
$32.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11+ 0.35% |
$278 - $326
|
3.19K
$84.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 1.48% |
$227 - $266
|
619
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.07% |
$227 - $266
|
12.8K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 0.56% |
$202 - $237
|
1.43K
$37.8K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.12% |
$202 - $237
|
6.6K
$175K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.37% |
$202 - $237
|
2.18K
$57.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 0.19% |
$177 - $207
|
3.72K
$98.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7+ 0.06% |
$177 - $207
|
12.3K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6+ 0.02% |
$152 - $178
|
29.7K
$788K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
6+ 0.06% |
$152 - $178
|
9.81K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 0.52% |
$152 - $178
|
1.17K
$31K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5+ 0.01% |
$126 - $148
|
48.9K
$1.3M
|