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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
12K+ 107.01% |
$314K - $408K
|
23.2K
$576K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
12K+ 27.4% |
$314K - $407K
|
55.8K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
12K+ 2.1% |
$314K - $407K
|
584K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 46.35% |
$313K - $407K
|
37.9K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$312K - $405K
|
11.9K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.9K+ 0.59% |
$310K - $403K
|
2.01M
$49.9M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.9K+ 6.85% |
$310K - $402K
|
185K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
11.8K+ 16.46% |
$310K - $402K
|
83.8K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
11.8K+ 4.59% |
$309K - $401K
|
270K
$6.69M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.7KNew |
$307K - $399K
|
11.7K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
11.7KNew |
$306K - $397K
|
11.7K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
11.7K+ 20.09% |
$305K - $397K
|
69.9K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.7K+ 50.36% |
$305K - $396K
|
34.9K
$864K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
11.6K+ 15.06% |
$304K - $395K
|
88.9K
$2.2M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
11.6KNew |
$304K - $395K
|
11.6K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6KNew |
$303K - $394K
|
11.6K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11.6KNew |
$303K - $393K
|
11.6K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11.6K+ 5.37% |
$302K - $392K
|
227K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
11.6KNew |
$302K - $392K
|
11.6K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
11.5KNew |
$301K - $391K
|
11.5K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
11.5KNew |
$300K - $390K
|
11.5K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
11.5K+ 4.99% |
$300K - $390K
|
242K
$6M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.5K+ 20.45% |
$300K - $390K
|
67.6K
$1.68M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
11.5K+ 11.18% |
$299K - $389K
|
114K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.4K+ 60.2% |
$298K - $387K
|
30.3K
$752K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.4K+ 2.2% |
$297K - $386K
|
527K
$13.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
11.3KNew |
$296K - $385K
|
11.3K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
11.3KNew |
$296K - $384K
|
11.3K
$281K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
11.3KNew |
$296K - $384K
|
11.3K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
11.2KNew |
$292K - $380K
|
11.2K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11.2K+ 1.0% |
$292K - $379K
|
1.13M
$27.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.9K+ 12.53% |
$286K - $371K
|
98.2K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
10.9K+ 2.93% |
$286K - $371K
|
384K
$9.52M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
10.8KNew |
$281K - $365K
|
10.8K
$267K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
10.8K+ 9.39% |
$281K - $365K
|
125K
$3.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$280K - $363K
|
10.7K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10.7KNew |
$279K - $362K
|
10.7K
$264K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.6K+ 40.15% |
$276K - $359K
|
36.9K
$915K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
10.5K+ 4.69% |
$276K - $358K
|
236K
$5.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 4.01% |
$274K - $356K
|
272K
$6.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10.5KNew |
$273K - $355K
|
10.5K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
10.4K+ 5.56% |
$272K - $354K
|
198K
$4.91M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.4K+ 24.77% |
$272K - $354K
|
52.5K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.4K+ 16.64% |
$272K - $353K
|
73K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
10.2K+ 1.81% |
$266K - $345K
|
570K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10.1KNew |
$264K - $342K
|
10.1K
$250K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10K+ 62.02% |
$262K - $341K
|
26.2K
$651K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
10KNew |
$262K - $341K
|
10K
$249K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$262K - $340K
|
10K
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$261K - $339K
|
10K
$248K
|