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
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.48K- 14.25% |
$138K - $162K
|
32.9K
$866K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-5.53K- 9.59% |
$140K - $164K
|
52.1K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-5.54K- 1.78% |
$140K - $164K
|
306K
$8.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.6K- 17.0% |
$141K - $166K
|
27.3K
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.64K- 1.2% |
$142K - $167K
|
466K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-5.68K- 4.54% |
$143K - $168K
|
119K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.69K- 28.08% |
$144K - $168K
|
14.6K
$383K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.73K- 9.58% |
$145K - $170K
|
54.1K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-5.74K- 8.95% |
$145K - $170K
|
58.4K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-5.75K- 16.64% |
$145K - $170K
|
28.8K
$757K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-5.75K- 10.57% |
$145K - $170K
|
48.7K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.76K- 9.85% |
$146K - $171K
|
52.8K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.77K- 2.89% |
$146K - $171K
|
194K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.78K- 11.6% |
$146K - $171K
|
44.1K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5.79K- 4.98% |
$146K - $171K
|
111K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.8K- 2.16% |
$147K - $172K
|
262K
$6.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-5.84K- 11.53% |
$148K - $173K
|
44.8K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.85K- 34.39% |
$148K - $173K
|
11.2K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.85K- 16.2% |
$148K - $173K
|
30.3K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.91K- 2.81% |
$149K - $175K
|
205K
$5.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-5.93K- 17.81% |
$150K - $176K
|
27.4K
$720K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.94K- 0.79% |
$150K - $176K
|
747K
$19.7M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-6.02K- 7.5% |
$152K - $178K
|
74.3K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6.03K- 38.96% |
$152K - $179K
|
9.45K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.07K- 3.68% |
$153K - $180K
|
159K
$4.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6.07K- 73.97% |
$153K - $180K
|
2.14K
$56.2K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-6.08K- 7.01% |
$153K - $180K
|
80.6K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-6.11K- 1.36% |
$154K - $181K
|
442K
$11.6M
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-6.12K- 7.77% |
$155K - $181K
|
72.6K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-6.17K- 5.68% |
$156K - $183K
|
103K
$2.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.21K- 3.1% |
$157K - $184K
|
194K
$5.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6.26K- 18.4% |
$158K - $185K
|
27.8K
$730K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.31K- 3.55% |
$159K - $187K
|
171K
$4.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-6.31K- 37.78% |
$159K - $187K
|
10.4K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.32K- 4.96% |
$160K - $187K
|
121K
$3.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.32K- 45.16% |
$160K - $187K
|
7.68K
$202K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-6.36K- 25.42% |
$161K - $188K
|
18.6K
$490K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.36K- 12.54% |
$161K - $188K
|
44.4K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.37K- 28.15% |
$161K - $188K
|
16.3K
$428K
|
|
|
Jul 15, 2024
Q2 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-6.44K- 43.09% |
$163K - $191K
|
8.5K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-6.47K- 6.42% |
$163K - $191K
|
94.3K
$2.48M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-6.48K- 40.07% |
$164K - $192K
|
9.7K
$255K
|
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.49K- 4.91% |
$164K - $192K
|
126K
$3.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.53K- 1.84% |
$165K - $193K
|
348K
$9.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.55K- 5.27% |
$165K - $194K
|
118K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6.55K- 43.57% |
$165K - $194K
|
8.48K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.57K- 13.11% |
$166K - $194K
|
43.5K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-6.6K- 7.68% |
$167K - $195K
|
79.4K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-6.62K- 29.33% |
$167K - $196K
|
15.9K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.62K- 8.96% |
$167K - $196K
|
67.3K
$1.77M
|