Purchases and Sales Made in Q4 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
15.4KNew |
$403K - $524K
|
15.4K
$383K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.4KNew |
$402K - $522K
|
15.4K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
15.3KNew |
$401K - $521K
|
15.3K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.3K+ 39.18% |
$400K - $519K
|
54.4K
$1.35M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
15.2K+ 260.13% |
$396K - $514K
|
21K
$520K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
14.9KNew |
$390K - $507K
|
14.9K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 17.68% |
$390K - $506K
|
99.3K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
14.9K+ 13.73% |
$389K - $505K
|
123K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
14.9KNew |
$388K - $504K
|
14.9K
$368K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
14.7KNew |
$384K - $499K
|
14.7K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.7KNew |
$384K - $498K
|
14.7K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
14.6K+ 6.97% |
$382K - $496K
|
224K
$5.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6K+ 134.18% |
$382K - $496K
|
25.5K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
14.6KNew |
$381K - $494K
|
14.6K
$361K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14.6KNew |
$380K - $494K
|
14.6K
$361K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
14.5K+ 16.93% |
$379K - $492K
|
100K
$2.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
14.4K+ 9.33% |
$377K - $489K
|
169K
$4.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.4K+ 9.01% |
$376K - $489K
|
174K
$4.32M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14.3K+ 7.36% |
$374K - $486K
|
209K
$5.17M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
14.2KNew |
$370K - $481K
|
14.2K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
14.2K+ 116.09% |
$370K - $481K
|
26.4K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
14.1K+ 106.69% |
$369K - $480K
|
27.4K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.1KNew |
$368K - $479K
|
14.1K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
14K+ 2.79% |
$366K - $475K
|
517K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
14K+ 154.04% |
$365K - $474K
|
23K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
13.8KNew |
$361K - $469K
|
13.8K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13.8K+ 10.35% |
$361K - $469K
|
147K
$3.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
13.8KNew |
$359K - $467K
|
13.8K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.6K+ 660.38% |
$355K - $461K
|
15.6K
$388K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
13.5K+ 41.34% |
$353K - $458K
|
46.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13.4K+ 59.12% |
$350K - $455K
|
36.1K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
13.4K+ 22.02% |
$350K - $455K
|
74.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
13.3K+ 139.33% |
$348K - $452K
|
22.9K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$347K - $451K
|
13.3K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
13.3K+ 3.64% |
$347K - $450K
|
378K
$9.37M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.1KNew |
$342K - $444K
|
13.1K
$325K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
13.1KNew |
$342K - $444K
|
13.1K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
13K+ 28.8% |
$341K - $443K
|
58.3K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
13K+ 68.56% |
$340K - $441K
|
32K
$793K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
12.9KNew |
$338K - $439K
|
12.9K
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12.9KNew |
$337K - $438K
|
12.9K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
12.7K+ 50.86% |
$332K - $431K
|
37.7K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12.7KNew |
$331K - $429K
|
12.7K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.6KNew |
$330K - $428K
|
12.6K
$313K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
12.6K+ 9.8% |
$329K - $427K
|
141K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 11.34% |
$318K - $413K
|
120K
$2.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 5.79% |
$316K - $410K
|
221K
$5.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.1K+ 142.18% |
$316K - $410K
|
20.6K
$510K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.1K+ 37.52% |
$315K - $409K
|
44.2K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.1KNew |
$315K - $409K
|
12.1K
$299K
|