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 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
24.3K+ 18.11% |
$613K - $719K
|
158K
$4.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
24.2KNew |
$613K - $718K
|
24.2K
$645K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24K+ 90.34% |
$606K - $710K
|
50.5K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
24K+ 154.79% |
$605K - $709K
|
39.4K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 26.31% |
$592K - $694K
|
113K
$2.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23.3K+ 19.77% |
$588K - $689K
|
141K
$3.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
23.1K+ 34.11% |
$584K - $684K
|
90.9K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
22.8K+ 1.42% |
$576K - $675K
|
1.62M
$43.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
22.7K+ 10.0% |
$574K - $673K
|
250K
$6.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
22.6K+ 32.98% |
$572K - $670K
|
91.3K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
22.6K+ 40.95% |
$571K - $669K
|
77.8K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22.5K+ 15.78% |
$568K - $666K
|
165K
$4.39M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22.5K+ 15.78% |
$568K - $666K
|
165K
$4.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
22.4K+ 8.67% |
$566K - $664K
|
281K
$7.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.4K+ 8.16% |
$566K - $663K
|
297K
$7.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
22.3KNew |
$564K - $661K
|
22.3K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
22.1K+ 5.45% |
$559K - $655K
|
428K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
22K+ 4.93% |
$557K - $652K
|
469K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22K+ 1.35% |
$555K - $650K
|
1.65M
$43.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.9K+ 13.07% |
$553K - $648K
|
190K
$5.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
21.8K+ 7.38% |
$550K - $644K
|
317K
$8.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
21.7KNew |
$549K - $643K
|
21.7K
$578K
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
21.7K+ 5.19% |
$548K - $642K
|
439K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
21.4KNew |
$540K - $633K
|
21.4K
$569K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
21.3K+ 10.2% |
$539K - $631K
|
230K
$6.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 5.17% |
$538K - $631K
|
433K
$11.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
21.3KNew |
$538K - $630K
|
21.3K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.2K+ 3.82% |
$535K - $627K
|
575K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
20.9K+ 8.21% |
$528K - $618K
|
275K
$7.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20.8K+ 27.38% |
$524K - $615K
|
96.6K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
20.7KNew |
$523K - $613K
|
20.7K
$551K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
20.7KNew |
$522K - $612K
|
20.7K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20.7K+ 21.54% |
$522K - $611K
|
117K
$3.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
20.4KNew |
$514K - $603K
|
20.4K
$542K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20.3K+ 15.55% |
$513K - $601K
|
151K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.1K+ 2.8% |
$509K - $596K
|
739K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20.1K+ 3.15% |
$509K - $596K
|
659K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
20K+ 31.18% |
$505K - $592K
|
84.2K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19.9K+ 1.88% |
$502K - $589K
|
1.08M
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19.9K+ 5.46% |
$502K - $588K
|
384K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
19.8K+ 38.32% |
$501K - $587K
|
71.6K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
19.5K+ 18.36% |
$492K - $577K
|
126K
$3.34M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
19.4K+ 6.97% |
$489K - $574K
|
297K
$7.91M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
19.4K+ 43.16% |
$489K - $573K
|
64.3K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 64.67% |
$488K - $572K
|
49.2K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$488K - $571K
|
19.3K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
19.2K+ 7.13% |
$485K - $568K
|
288K
$7.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
19.1K+ 207.91% |
$483K - $566K
|
28.3K
$754K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$483K - $565K
|
19.1K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.1K+ 7.25% |
$482K - $565K
|
282K
$7.51M
|