Purchases and Sales Made in Q3 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.08K+ 1.49% |
$29.9K - $33.8K
|
73.6K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.08K+ 11.13% |
$29.8K - $33.7K
|
10.7K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.07K+ 3.39% |
$29.7K - $33.7K
|
32.7K
$746K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.06K+ 4.98% |
$29.4K - $33.4K
|
22.4K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.06K+ 14.64% |
$29.4K - $33.3K
|
8.32K
$189K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.06K+ 0.38% |
$29.2K - $33.1K
|
277K
$6.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.05K+ 4.78% |
$29K - $32.8K
|
22.9K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.05K+ 5.94% |
$28.9K - $32.8K
|
18.6K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.63% |
$28.8K - $32.6K
|
40.5K
$922K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.04K+ 8.36% |
$28.7K - $32.6K
|
13.4K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.03K+ 0.77% |
$28.6K - $32.4K
|
136K
$3.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
1.02K+ 11.67% |
$28.1K - $31.9K
|
9.72K
$221K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 7.72% |
$27.8K - $31.5K
|
14K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1K+ 11.38% |
$27.8K - $31.5K
|
9.82K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 4.71% |
$27.7K - $31.4K
|
22.2K
$506K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1K+ 4.18% |
$27.7K - $31.4K
|
24.9K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1K+ 5.69% |
$27.7K - $31.4K
|
18.6K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1KNew |
$27.7K - $31.4K
|
1K
$22.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1K+ 32.67% |
$27.7K - $31.4K
|
4.06K
$92.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1K+ 1.06% |
$27.7K - $31.4K
|
95.3K
$2.17M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
999+ 0.65% |
$27.7K - $31.4K
|
154K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
997+ 0.61% |
$27.6K - $31.3K
|
165K
$3.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
963+ 7.17% |
$26.7K - $30.2K
|
14.4K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
962+ 74.46% |
$26.6K - $30.2K
|
2.25K
$51.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
952+ 27.34% |
$26.4K - $29.9K
|
4.43K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
930+ 2.25% |
$25.8K - $29.2K
|
42.3K
$964K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
923+ 6.23% |
$25.6K - $29K
|
15.7K
$359K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
902+ 1.08% |
$25K - $28.3K
|
84.1K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
897+ 4.19% |
$24.8K - $28.2K
|
22.3K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
892+ 7.64% |
$24.7K - $28K
|
12.6K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
891+ 5.06% |
$24.7K - $28K
|
18.5K
$421K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
884+ 1.88% |
$24.5K - $27.7K
|
47.9K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
884+ 10.09% |
$24.5K - $27.7K
|
9.64K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
876+ 3.3% |
$24.3K - $27.5K
|
27.4K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
875+ 1.72% |
$24.2K - $27.5K
|
51.9K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
874+ 3.82% |
$24.2K - $27.4K
|
23.8K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
865+ 3.8% |
$24K - $27.2K
|
23.6K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
863+ 3.17% |
$23.9K - $27.1K
|
28.1K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
863+ 6.58% |
$23.9K - $27.1K
|
14K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
845+ 6.83% |
$23.4K - $26.5K
|
13.2K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
845+ 0.19% |
$23.4K - $26.5K
|
440K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
843+ 3.02% |
$23.4K - $26.5K
|
28.7K
$654K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
833+ 4.35% |
$23.1K - $26.1K
|
20K
$455K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
833+ 0.78% |
$23.1K - $26.1K
|
108K
$2.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
831+ 4.54% |
$23K - $26.1K
|
19.1K
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
830+ 5.73% |
$23K - $26.1K
|
15.3K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
823+ 9.04% |
$22.8K - $25.8K
|
9.92K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
810+ 2.89% |
$22.4K - $25.4K
|
28.8K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
806+ 0.71% |
$22.3K - $25.3K
|
114K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
804+ 1.17% |
$22.3K - $25.2K
|
69.7K
$1.59M
|