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 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
322+ 3.52% |
$8.92K - $10.1K
|
9.48K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
322+ 3.16% |
$8.92K - $10.1K
|
10.5K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
319+ 0.4% |
$8.84K - $10K
|
80.1K
$1.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
317+ 1.16% |
$8.78K - $9.95K
|
27.7K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
315+ 0.28% |
$8.73K - $9.89K
|
112K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
314+ 0.16% |
$8.7K - $9.86K
|
198K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
311+ 0.23% |
$8.61K - $9.76K
|
135K
$3.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
308+ 0.89% |
$8.53K - $9.67K
|
34.9K
$796K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
305+ 2.53% |
$8.45K - $9.57K
|
12.3K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 0.69% |
$8.34K - $9.45K
|
43.8K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
300+ 2.17% |
$8.31K - $9.42K
|
14.1K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
300+ 0.67% |
$8.31K - $9.42K
|
45K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
299+ 1.81% |
$8.28K - $9.39K
|
16.8K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
298+ 3.12% |
$8.25K - $9.35K
|
9.84K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
296+ 0.86% |
$8.2K - $9.29K
|
34.5K
$787K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
295+ 1.79% |
$8.17K - $9.26K
|
16.8K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
286+ 0.85% |
$7.92K - $8.98K
|
34.1K
$776K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
284+ 0.3% |
$7.87K - $8.91K
|
96.1K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
281+ 1.94% |
$7.78K - $8.82K
|
14.8K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
271+ 1.06% |
$7.51K - $8.51K
|
25.9K
$590K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
271New |
$7.51K - $8.51K
|
271
$6.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
270+ 0.14% |
$7.48K - $8.48K
|
191K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
269+ 0.98% |
$7.45K - $8.44K
|
27.7K
$632K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
266+ 1.12% |
$7.37K - $8.35K
|
24K
$547K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
258+ 2.51% |
$7.15K - $8.1K
|
10.5K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
256+ 77.11% |
$7.09K - $8.04K
|
588
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
252+ 0.64% |
$6.98K - $7.91K
|
39.7K
$903K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
250+ 2.78% |
$6.93K - $7.85K
|
9.24K
$211K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
248New |
$6.87K - $7.78K
|
248
$5.65K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
246+ 2.94% |
$6.81K - $7.72K
|
8.62K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
239+ 18.7% |
$6.62K - $7.5K
|
1.52K
$34.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
239+ 1.51% |
$6.62K - $7.5K
|
16.1K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
238+ 0.05% |
$6.59K - $7.47K
|
521K
$11.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
237+ 0.09% |
$6.56K - $7.44K
|
279K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
237+ 1.24% |
$6.56K - $7.44K
|
19.4K
$442K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
230+ 2.7% |
$6.37K - $7.22K
|
8.73K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
227+ 0.62% |
$6.29K - $7.13K
|
37K
$842K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
225+ 0.25% |
$6.23K - $7.06K
|
90.4K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
219+ 2.37% |
$6.07K - $6.87K
|
9.45K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
219+ 1.12% |
$6.07K - $6.87K
|
19.9K
$452K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
219+ 3.06% |
$6.07K - $6.87K
|
7.37K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
215+ 20.69% |
$5.96K - $6.75K
|
1.25K
$28.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
214+ 1.48% |
$5.93K - $6.72K
|
14.6K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
211+ 0.28% |
$5.84K - $6.62K
|
74.5K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
211+ 2.23% |
$5.84K - $6.62K
|
9.67K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
208+ 0.84% |
$5.76K - $6.53K
|
25.1K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
206+ 4.39% |
$5.71K - $6.47K
|
4.9K
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
204+ 2.21% |
$5.65K - $6.4K
|
9.44K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
202+ 1.34% |
$5.6K - $6.34K
|
15.3K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200+ 11.74% |
$5.54K - $6.28K
|
1.9K
$43.4K
|