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 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$2.77K - $3.14K
|
100
$2.28K
|
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
100+ 0.68% |
$2.77K - $3.14K
|
14.7K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
99+ 1.23% |
$2.74K - $3.11K
|
8.12K
$185K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
98+ 0.34% |
$2.71K - $3.08K
|
29K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
98+ 0.71% |
$2.71K - $3.08K
|
13.9K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94+ 0.59% |
$2.6K - $2.95K
|
16K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
93+ 0.72% |
$2.58K - $2.92K
|
13K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
93+ 0.89% |
$2.58K - $2.92K
|
10.6K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
92+ 4.89% |
$2.55K - $2.89K
|
1.98K
$45K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
92+ 2.75% |
$2.55K - $2.89K
|
3.44K
$78.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
92+ 0.64% |
$2.55K - $2.89K
|
14.5K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
91+ 0.42% |
$2.52K - $2.86K
|
21.8K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
91+ 0.21% |
$2.52K - $2.86K
|
42.8K
$975K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
87+ 0.11% |
$2.41K - $2.73K
|
77.2K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
87+ 0.12% |
$2.41K - $2.73K
|
74.5K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
87+ 0.47% |
$2.41K - $2.73K
|
18.6K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
85+ 0.58% |
$2.35K - $2.67K
|
14.7K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
84+ 0.32% |
$2.33K - $2.64K
|
26.6K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
83+ 1.14% |
$2.3K - $2.61K
|
7.37K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
83+ 0.14% |
$2.3K - $2.61K
|
58.6K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
75+ 1.94% |
$2.08K - $2.35K
|
3.95K
$89.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
74+ 1.01% |
$2.05K - $2.32K
|
7.42K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
74+ 0.07% |
$2.05K - $2.32K
|
99K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
72+ 0.28% |
$1.99K - $2.26K
|
25.5K
$581K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.16% |
$1.97K - $2.23K
|
45.5K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
71+ 1.27% |
$1.97K - $2.23K
|
5.66K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
71+ 0.49% |
$1.97K - $2.23K
|
14.6K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
71+ 0.19% |
$1.97K - $2.23K
|
38K
$865K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
69+ 0.88% |
$1.91K - $2.17K
|
7.87K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
65+ 0.49% |
$1.8K - $2.04K
|
13.3K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
63+ 1.41% |
$1.75K - $1.98K
|
4.53K
$103K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
63New |
$1.75K - $1.98K
|
63
$1.44K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
62+ 0.5% |
$1.72K - $1.95K
|
12.5K
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
59+ 0.56% |
$1.63K - $1.85K
|
10.5K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
58+ 0.19% |
$1.61K - $1.82K
|
30.3K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
55+ 0.0% |
$1.52K - $1.73K
|
1.13M
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
52+ 0.13% |
$1.44K - $1.63K
|
40.4K
$919K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
50+ 0.66% |
$1.39K - $1.57K
|
7.6K
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.08% |
$1.39K - $1.57K
|
62.8K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
50+ 0.58% |
$1.39K - $1.57K
|
8.62K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
49+ 0.63% |
$1.36K - $1.54K
|
7.89K
$180K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
49+ 0.49% |
$1.36K - $1.54K
|
10K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
48+ 0.01% |
$1.33K - $1.51K
|
525K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
47+ 0.45% |
$1.3K - $1.48K
|
10.5K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
47+ 0.37% |
$1.3K - $1.48K
|
12.9K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
45+ 0.51% |
$1.25K - $1.41K
|
8.86K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
44+ 0.38% |
$1.22K - $1.38K
|
11.5K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
44+ 0.3% |
$1.22K - $1.38K
|
14.9K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38+ 0.19% |
$1.05K - $1.19K
|
19.9K
$453K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
36+ 0.25% |
$997 - $1.13K
|
14.4K
$328K
|