Purchases and Sales Made in Q4 2021 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.66KNew |
$193K - $286K
|
4.66K
$105K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 6.04% |
$193K - $286K
|
81.9K
$1.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.66KNew |
$193K - $286K
|
4.66K
$105K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
4.65KNew |
$192K - $285K
|
4.65K
$105K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.64K+ 1.14% |
$192K - $284K
|
413K
$9.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
4.64KNew |
$192K - $284K
|
4.64K
$104K
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
4.63KNew |
$191K - $284K
|
4.63K
$104K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.63K+ 13.99% |
$191K - $283K
|
37.7K
$849K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.62KNew |
$191K - $283K
|
4.62K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
4.61KNew |
$190K - $282K
|
4.61K
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.6K+ 17.65% |
$190K - $282K
|
30.6K
$690K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.59K+ 5.19% |
$190K - $281K
|
93.1K
$2.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.58K+ 11.22% |
$189K - $280K
|
45.4K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.57KNew |
$189K - $280K
|
4.57K
$103K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.57KNew |
$189K - $280K
|
4.57K
$103K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.57KNew |
$189K - $280K
|
4.57K
$103K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
4.56K+ 4.12% |
$189K - $279K
|
115K
$2.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.55K+ 33.84% |
$188K - $279K
|
18K
$405K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.53KNew |
$187K - $277K
|
4.53K
$102K
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
4.52KNew |
$187K - $277K
|
4.52K
$102K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.51KNew |
$186K - $276K
|
4.51K
$102K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.51K+ 4.8% |
$186K - $276K
|
98.5K
$2.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
4.51KNew |
$186K - $276K
|
4.51K
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.51KNew |
$186K - $276K
|
4.51K
$102K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
4.51KNew |
$186K - $276K
|
4.51K
$102K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.5KNew |
$186K - $276K
|
4.5K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.49KNew |
$186K - $275K
|
4.49K
$101K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
4.48KNew |
$185K - $274K
|
4.48K
$101K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
4.48KNew |
$185K - $274K
|
4.48K
$101K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.43KNew |
$183K - $272K
|
4.43K
$99.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.43KNew |
$183K - $271K
|
4.43K
$99.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
4.42KNew |
$183K - $271K
|
4.42K
$99.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
4.42KNew |
$183K - $271K
|
4.42K
$99.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
4.39KNew |
$182K - $269K
|
4.39K
$99K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.38KNew |
$181K - $268K
|
4.38K
$98.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.36K+ 2.25% |
$180K - $267K
|
198K
$4.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.36KNew |
$180K - $267K
|
4.36K
$98.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.35KNew |
$180K - $267K
|
4.35K
$98.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.35K+ 7.37% |
$180K - $266K
|
63.4K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.35KNew |
$180K - $266K
|
4.35K
$98K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
4.35KNew |
$180K - $266K
|
4.35K
$98K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
4.34KNew |
$179K - $266K
|
4.34K
$97.8K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.33KNew |
$179K - $265K
|
4.33K
$97.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.32K+ 15.41% |
$179K - $265K
|
32.4K
$729K
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
4.32KNew |
$178K - $265K
|
4.32K
$97.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.32KNew |
$178K - $264K
|
4.32K
$97.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.31KNew |
$178K - $264K
|
4.31K
$97.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.28K+ 4.92% |
$177K - $262K
|
91.4K
$2.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.27KNew |
$176K - $262K
|
4.27K
$96.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$176K - $261K
|
4.27K
$96.1K
|