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 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.82% |
$942 - $1.07K
|
4.18K
$95.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32+ 0.06% |
$886 - $1K
|
52.4K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
31+ 0.16% |
$859 - $973
|
19.5K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 8.42% |
$859 - $973
|
399
$9.09K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
29+ 0.32% |
$803 - $910
|
8.99K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
27+ 0.03% |
$748 - $848
|
88.3K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 0.62% |
$693 - $785
|
4.07K
$92.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25+ 0.09% |
$693 - $785
|
26.6K
$605K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
23+ 0.1% |
$637 - $722
|
22.5K
$512K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23+ 0.56% |
$637 - $722
|
4.15K
$94.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
23+ 0.23% |
$637 - $722
|
9.95K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20+ 0.12% |
$554 - $628
|
16.5K
$376K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19+ 0.18% |
$526 - $596
|
10.9K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
19+ 0.22% |
$526 - $596
|
8.55K
$195K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
18+ 1.11% |
$499 - $565
|
1.64K
$37.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 0.14% |
$471 - $534
|
12K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17+ 0.19% |
$471 - $534
|
9.06K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 1.45% |
$443 - $502
|
1.12K
$25.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 1.37% |
$443 - $502
|
1.19K
$27K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.13% |
$443 - $502
|
12.1K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
15+ 0.06% |
$416 - $471
|
24.6K
$561K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.0% |
$388 - $439
|
1.42K
$32.3K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.06% |
$388 - $439
|
22.5K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
13+ 0.06% |
$360 - $408
|
22.4K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
12+ 0.88% |
$332 - $377
|
1.38K
$31.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 0.91% |
$305 - $345
|
1.22K
$27.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11+ 0.35% |
$305 - $345
|
3.2K
$72.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
11+ 0.12% |
$305 - $345
|
9.22K
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.13% |
$277 - $314
|
7.76K
$177K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$277 - $314
|
10
$228
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
10+ 0.01% |
$277 - $314
|
199K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 1.17% |
$277 - $314
|
863
$19.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10+ 0.24% |
$277 - $314
|
4.22K
$96.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9+ 0.19% |
$249 - $283
|
4.63K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 1.45% |
$249 - $283
|
628
$14.3K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 0.09% |
$222 - $251
|
8.61K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$222 - $251
|
21.6K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.37% |
$222 - $251
|
2.19K
$49.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7+ 0.06% |
$194 - $220
|
12.4K
$282K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
7+ 1.4% |
$194 - $220
|
507
$11.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
6+ 0.17% |
$166 - $188
|
3.45K
$78.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.07% |
$166 - $188
|
8.01K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
6+ 0.01% |
$166 - $188
|
86K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.13% |
$166 - $188
|
4.48K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.14% |
$139 - $157
|
3.49K
$79.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 0.39% |
$139 - $157
|
1.3K
$29.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$139 - $157
|
12.4K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.49% |
$139 - $157
|
340
$7.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.03% |
$139 - $157
|
18.8K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.02% |
$139 - $157
|
32.3K
$735K
|