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 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-375- 2.38% |
$9.47K - $11.1K
|
15.4K
$409K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-378- 3.76% |
$9.55K - $11.2K
|
9.67K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-379- 19.14% |
$9.57K - $11.2K
|
1.6K
$42.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-390- 4.05% |
$9.85K - $11.5K
|
9.23K
$245K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 1.07% |
$10.1K - $11.8K
|
36.9K
$977K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-400- 1.65% |
$10.1K - $11.8K
|
23.8K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-400- 0.16% |
$10.1K - $11.8K
|
247K
$6.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-402- 0.7% |
$10.2K - $11.9K
|
56.8K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-404- 1.96% |
$10.2K - $12K
|
20.2K
$536K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-409- 3.16% |
$10.3K - $12.1K
|
12.5K
$332K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-411- 72.61% |
$10.4K - $12.2K
|
155
$4.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-417- 1.33% |
$10.5K - $12.3K
|
30.9K
$819K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-420- 3.35% |
$10.6K - $12.4K
|
12.1K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-420- 1.47% |
$10.6K - $12.4K
|
28.1K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-420- 2.91% |
$10.6K - $12.4K
|
14K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-423- 3.08% |
$10.7K - $12.5K
|
13.3K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-423- 5.44% |
$10.7K - $12.5K
|
7.35K
$195K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-425- 2.6% |
$10.7K - $12.6K
|
15.9K
$423K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-427- 7.42% |
$10.8K - $12.6K
|
5.33K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-428- 3.75% |
$10.8K - $12.7K
|
11K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-431- 1.19% |
$10.9K - $12.8K
|
35.7K
$947K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-431- 6.16% |
$10.9K - $12.8K
|
6.57K
$174K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-432- 2.92% |
$10.9K - $12.8K
|
14.4K
$381K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-433- 0.55% |
$10.9K - $12.8K
|
78.1K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-437- 1.42% |
$11K - $12.9K
|
30.3K
$804K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-438- 5.4% |
$11.1K - $13K
|
7.67K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-442- 5.8% |
$11.2K - $13.1K
|
7.18K
$190K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-443- 0.29% |
$11.2K - $13.1K
|
151K
$4M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-449- 0.81% |
$11.3K - $13.3K
|
55.1K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-450- 0.39% |
$11.4K - $13.3K
|
116K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-456- 37.25% |
$11.5K - $13.5K
|
768
$20.4K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-463- 5.85% |
$11.7K - $13.7K
|
7.45K
$197K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-464- 0.41% |
$11.7K - $13.7K
|
112K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-470- 1.17% |
$11.9K - $13.9K
|
39.6K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-477- 15.96% |
$12K - $14.1K
|
2.51K
$66.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-485- 90.32% |
$12.3K - $14.4K
|
52
$1.38K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-492- 2.86% |
$12.4K - $14.6K
|
16.7K
$444K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-495- 2.77% |
$12.5K - $14.7K
|
17.4K
$461K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-496- 4.52% |
$12.5K - $14.7K
|
10.5K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-500- 38.79% |
$12.6K - $14.8K
|
789
$20.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-500- 21.46% |
$12.6K - $14.8K
|
1.83K
$48.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-500- 0.21% |
$12.6K - $14.8K
|
233K
$6.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-500- 18.12% |
$12.6K - $14.8K
|
2.26K
$59.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-506- 0.47% |
$12.8K - $15K
|
107K
$2.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-509- 2.35% |
$12.9K - $15.1K
|
21.2K
$561K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-512- 6.14% |
$12.9K - $15.2K
|
7.82K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-515- 1.47% |
$13K - $15.2K
|
34.5K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-529- 2.18% |
$13.4K - $15.7K
|
23.7K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-534- 0.48% |
$13.5K - $15.8K
|
112K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-535- 12.13% |
$13.5K - $15.8K
|
3.88K
$103K
|