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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
407+ 0.66% |
$11.3K - $12.8K
|
61.8K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
404+ 2.66% |
$11.2K - $12.7K
|
15.6K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
404+ 4.12% |
$11.2K - $12.7K
|
10.2K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
400+ 0.9% |
$11.1K - $12.6K
|
44.9K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
399+ 0.38% |
$11.1K - $12.5K
|
106K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
397+ 1.88% |
$11K - $12.5K
|
21.6K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
397+ 2.57% |
$11K - $12.5K
|
15.8K
$422K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
393+ 0.76% |
$10.9K - $12.3K
|
52.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
389+ 1.68% |
$10.8K - $12.2K
|
23.6K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
388+ 1.58% |
$10.7K - $12.2K
|
25K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
386+ 10.47% |
$10.7K - $12.1K
|
4.07K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
385+ 2.0% |
$10.7K - $12.1K
|
19.6K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
381+ 3.18% |
$10.6K - $12K
|
12.4K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
380+ 10.94% |
$10.5K - $11.9K
|
3.86K
$103K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
377+ 0.89% |
$10.4K - $11.8K
|
42.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
372+ 1.56% |
$10.3K - $11.7K
|
24.3K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
368+ 0.21% |
$10.2K - $11.6K
|
176K
$4.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
365+ 1.98% |
$10.1K - $11.5K
|
18.8K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
363New |
$10.1K - $11.4K
|
363
$9.66K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
360+ 0.74% |
$9.97K - $11.3K
|
49.2K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
360+ 0.39% |
$9.97K - $11.3K
|
91.8K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
354+ 2.85% |
$9.81K - $11.1K
|
12.8K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
354+ 2.27% |
$9.81K - $11.1K
|
15.9K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
350+ 2.5% |
$9.7K - $11K
|
14.4K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
350+ 1.05% |
$9.7K - $11K
|
33.5K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
343+ 1.26% |
$9.5K - $10.8K
|
27.5K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
340+ 0.12% |
$9.42K - $10.7K
|
292K
$7.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
336+ 0.6% |
$9.31K - $10.5K
|
56.2K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
329+ 0.59% |
$9.11K - $10.3K
|
56.1K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
329+ 2.55% |
$9.11K - $10.3K
|
13.2K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
329+ 2.39% |
$9.11K - $10.3K
|
14.1K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
324+ 3.98% |
$8.97K - $10.2K
|
8.47K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
323+ 0.98% |
$8.95K - $10.1K
|
33.3K
$886K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
322+ 3.52% |
$8.92K - $10.1K
|
9.48K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
322+ 3.16% |
$8.92K - $10.1K
|
10.5K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
319+ 0.4% |
$8.84K - $10K
|
80.1K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
317+ 1.16% |
$8.78K - $9.95K
|
27.7K
$738K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
315+ 0.28% |
$8.73K - $9.89K
|
112K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
314+ 0.16% |
$8.7K - $9.86K
|
198K
$5.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
311+ 0.23% |
$8.61K - $9.76K
|
135K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
308+ 0.89% |
$8.53K - $9.67K
|
34.9K
$930K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
305+ 2.53% |
$8.45K - $9.57K
|
12.3K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 0.69% |
$8.34K - $9.45K
|
43.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
300+ 2.17% |
$8.31K - $9.42K
|
14.1K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
300+ 0.67% |
$8.31K - $9.42K
|
45K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
299+ 1.81% |
$8.28K - $9.39K
|
16.8K
$448K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
298+ 3.12% |
$8.25K - $9.35K
|
9.84K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
296+ 0.86% |
$8.2K - $9.29K
|
34.5K
$919K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
295+ 1.79% |
$8.17K - $9.26K
|
16.8K
$447K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
286+ 0.85% |
$7.92K - $8.98K
|
34.1K
$907K
|