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 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6.26K- 18.4% |
$158K - $185K
|
27.8K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.31K- 3.55% |
$159K - $187K
|
171K
$3.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-6.31K- 37.78% |
$159K - $187K
|
10.4K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.32K- 4.96% |
$160K - $187K
|
121K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.32K- 45.16% |
$160K - $187K
|
7.68K
$176K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-6.36K- 25.42% |
$161K - $188K
|
18.6K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.36K- 12.54% |
$161K - $188K
|
44.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.37K- 28.15% |
$161K - $188K
|
16.3K
$373K
|
|
|
Jul 15, 2024
Q2 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-6.44K- 43.09% |
$163K - $191K
|
8.5K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-6.47K- 6.42% |
$163K - $191K
|
94.3K
$2.16M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-6.48K- 40.07% |
$164K - $192K
|
9.7K
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.49K- 4.91% |
$164K - $192K
|
126K
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.53K- 1.84% |
$165K - $193K
|
348K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.55K- 5.27% |
$165K - $194K
|
118K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6.55K- 43.57% |
$165K - $194K
|
8.48K
$194K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.57K- 13.11% |
$166K - $194K
|
43.5K
$998K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-6.6K- 7.68% |
$167K - $195K
|
79.4K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-6.62K- 29.33% |
$167K - $196K
|
15.9K
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.62K- 8.96% |
$167K - $196K
|
67.3K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.62K- 1.37% |
$167K - $196K
|
477K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-6.65K- 5.73% |
$168K - $197K
|
109K
$2.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.74K- 2.03% |
$170K - $199K
|
326K
$7.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.74K- 11.45% |
$170K - $200K
|
52.2K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.81K- 37.26% |
$172K - $202K
|
11.5K
$263K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.81K- 27.36% |
$172K - $202K
|
18.1K
$414K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.82K- 18.85% |
$172K - $202K
|
29.3K
$673K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6.85K- 3.21% |
$173K - $203K
|
207K
$4.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-6.93K- 15.24% |
$175K - $205K
|
38.6K
$884K
|
|
|
Mar 13, 2025
Q2 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7K- 6.7% |
$177K - $207K
|
97.5K
$2.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7.01K- 11.41% |
$177K - $208K
|
54.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.04K- 8.61% |
$178K - $208K
|
74.7K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.06K- 78.95% |
$178K - $209K
|
1.88K
$43.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.16K- 44.69% |
$181K - $212K
|
8.86K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.18K- 4.28% |
$181K - $212K
|
160K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-7.2K- 10.29% |
$182K - $213K
|
62.7K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.27K- 13.17% |
$184K - $215K
|
47.9K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.28K- 6.33% |
$184K - $215K
|
108K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.29K- 5.29% |
$184K - $216K
|
130K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-7.3K- 7.16% |
$184K - $216K
|
94.6K
$2.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7.32K- 3.36% |
$185K - $217K
|
211K
$4.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-7.36K- 4.29% |
$186K - $218K
|
164K
$3.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.36K- 5.13% |
$186K - $218K
|
136K
$3.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-7.4K- 5.11% |
$187K - $219K
|
137K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.42K- 1.09% |
$187K - $220K
|
673K
$15.4M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.45KClosed |
$188K - $220K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-7.47K- 7.39% |
$189K - $221K
|
93.6K
$2.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-7.47K- 4.84% |
$189K - $221K
|
147K
$3.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.5K- 77.3% |
$189K - $222K
|
2.2K
$50.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7.5K- 25.78% |
$189K - $222K
|
21.6K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-7.54K- 4.7% |
$190K - $223K
|
153K
$3.5M
|