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
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.28K- 12.63% |
$91K - $103K
|
22.7K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.36K- 4.81% |
$93K - $105K
|
66.5K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-3.36K- 7.63% |
$93K - $105K
|
40.6K
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.39K- 12.26% |
$93.8K - $106K
|
24.2K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3.39K- 4.77% |
$93.9K - $106K
|
67.8K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-3.44K- 2.59% |
$95.1K - $108K
|
129K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.44K- 29.96% |
$95.3K - $108K
|
8.04K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.45K- 13.29% |
$95.6K - $108K
|
22.5K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.48K- 17.83% |
$96.3K - $109K
|
16K
$367K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.48K- 68.76% |
$96.4K - $109K
|
1.58K
$36.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-3.5K- 7.95% |
$96.8K - $110K
|
40.5K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3.52K- 9.12% |
$97.5K - $110K
|
35.1K
$804K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.53K- 6.6% |
$97.7K - $111K
|
49.9K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-3.55K- 3.85% |
$98.2K - $111K
|
88.6K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.55K- 13.89% |
$98.3K - $111K
|
22K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.57K- 8.57% |
$99K - $112K
|
38.1K
$874K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.6K- 5.31% |
$99.7K - $113K
|
64.2K
$1.47M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.61K- 30.69% |
$100K - $113K
|
8.16K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-3.63K- 3.73% |
$100K - $114K
|
93.6K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.67K- 6.83% |
$102K - $115K
|
50K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.69K- 14.15% |
$102K - $116K
|
22.4K
$513K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.7K- 28.64% |
$102K - $116K
|
9.22K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.75K- 3.14% |
$104K - $118K
|
116K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.76K- 22.51% |
$104K - $118K
|
12.9K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.76K- 8.93% |
$104K - $118K
|
38.4K
$879K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 35.22% |
$104K - $118K
|
6.94K
$159K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.81K- 6.17% |
$106K - $120K
|
58K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.83K- 0.31% |
$106K - $120K
|
1.24M
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.88K- 16.19% |
$107K - $122K
|
20.1K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-3.92K- 1.14% |
$108K - $123K
|
339K
$7.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.92K- 5.97% |
$109K - $123K
|
61.6K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.96K- 7.63% |
$110K - $124K
|
47.9K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.97K- 10.11% |
$110K - $125K
|
35.3K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
SELL
|
- |
-4K- 10.01% |
$111K - $126K
|
36K
$824K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4K- 5.76% |
$111K - $126K
|
65.5K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4K- 29.96% |
$111K - $126K
|
9.36K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.01K- 13.24% |
$111K - $126K
|
26.3K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.01K- 3.94% |
$111K - $126K
|
97.9K
$2.24M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.06K- 27.88% |
$112K - $127K
|
10.5K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-4.09K- 28.89% |
$113K - $128K
|
10.1K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-4.1K- 7.01% |
$113K - $129K
|
54.3K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.1K- 4.42% |
$114K - $129K
|
88.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.16K- 22.39% |
$115K - $131K
|
14.4K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.17K- 2.43% |
$115K - $131K
|
167K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.17K- 10.72% |
$115K - $131K
|
34.7K
$796K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-4.17K- 23.98% |
$116K - $131K
|
13.2K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.27K- 23.21% |
$118K - $134K
|
14.1K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.3K- 22.28% |
$119K - $135K
|
15K
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.3K- 13.88% |
$119K - $135K
|
26.7K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.34K- 3.1% |
$120K - $136K
|
136K
$3.11M
|