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 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
200+ 2.18% |
$5.54K - $6.28K
|
9.37K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
197+ 1.21% |
$5.46K - $6.18K
|
16.4K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
195+ 9.19% |
$5.4K - $6.12K
|
2.32K
$52.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
195+ 2.3% |
$5.4K - $6.12K
|
8.67K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
194+ 1.21% |
$5.37K - $6.09K
|
16.2K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
191+ 0.89% |
$5.29K - $6K
|
21.7K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
182+ 0.64% |
$5.04K - $5.71K
|
28.4K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
180+ 17.73% |
$4.99K - $5.65K
|
1.2K
$27.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
175+ 0.34% |
$4.85K - $5.49K
|
52.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
171+ 13.29% |
$4.74K - $5.37K
|
1.46K
$33.2K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
169+ 1.37% |
$4.68K - $5.3K
|
12.5K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
168+ 0.36% |
$4.65K - $5.27K
|
47K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
168+ 0.42% |
$4.65K - $5.27K
|
40.4K
$920K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
165+ 0.1% |
$4.57K - $5.18K
|
168K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
165+ 0.32% |
$4.57K - $5.18K
|
52.2K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
165+ 0.37% |
$4.57K - $5.18K
|
44.5K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
162+ 0.5% |
$4.49K - $5.09K
|
32.8K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
162+ 1.73% |
$4.49K - $5.09K
|
9.53K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
161New |
$4.46K - $5.05K
|
161
$3.67K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
160+ 1.62% |
$4.43K - $5.02K
|
10.1K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
160+ 112.68% |
$4.43K - $5.02K
|
302
$6.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
158+ 0.28% |
$4.38K - $4.96K
|
57.5K
$1.31M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
158+ 1.53% |
$4.38K - $4.96K
|
10.5K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
151+ 0.61% |
$4.18K - $4.74K
|
24.8K
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 16.48% |
$4.16K - $4.71K
|
1.06K
$24.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
145+ 3.55% |
$4.02K - $4.55K
|
4.23K
$96.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
144+ 0.17% |
$3.99K - $4.52K
|
84.6K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
143+ 0.5% |
$3.96K - $4.49K
|
29K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
143+ 1.08% |
$3.96K - $4.49K
|
13.3K
$304K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
143+ 0.72% |
$3.96K - $4.49K
|
20.1K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
140+ 0.58% |
$3.88K - $4.39K
|
24.1K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
135+ 0.6% |
$3.74K - $4.24K
|
22.6K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
126+ 0.85% |
$3.49K - $3.96K
|
14.9K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126+ 0.16% |
$3.49K - $3.96K
|
81.3K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
125+ 0.12% |
$3.46K - $3.92K
|
107K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
125+ 1.33% |
$3.46K - $3.92K
|
9.49K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
124+ 4.57% |
$3.43K - $3.89K
|
2.84K
$64.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
120+ 1.17% |
$3.32K - $3.77K
|
10.4K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
119+ 1.32% |
$3.3K - $3.74K
|
9.11K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
118+ 1.18% |
$3.27K - $3.7K
|
10.2K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.41% |
$3.13K - $3.55K
|
8.1K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
111+ 0.82% |
$3.07K - $3.48K
|
13.6K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
110+ 0.81% |
$3.05K - $3.45K
|
13.7K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
108+ 0.6% |
$2.99K - $3.39K
|
18.2K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
107+ 1.2% |
$2.96K - $3.36K
|
9.03K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
106+ 0.99% |
$2.94K - $3.33K
|
10.9K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
106+ 5.67% |
$2.94K - $3.33K
|
1.97K
$45K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
104+ 1.03% |
$2.88K - $3.26K
|
10.2K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
100+ 0.67% |
$2.77K - $3.14K
|
14.9K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 13.59% |
$2.77K - $3.14K
|
836
$19K
|