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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9.97KNew |
$261K - $339K
|
9.97K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
9.89K+ 9.43% |
$258K - $336K
|
115K
$2.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9.86KNew |
$258K - $335K
|
9.86K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.76K+ 11.08% |
$255K - $331K
|
97.9K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
9.75K+ 14.77% |
$255K - $331K
|
75.8K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
9.74K+ 64.63% |
$255K - $331K
|
24.8K
$616K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.68KNew |
$253K - $329K
|
9.68K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.62K+ 16.16% |
$251K - $327K
|
69.2K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.62K+ 5.4% |
$251K - $326K
|
188K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.59K+ 3.76% |
$251K - $325K
|
265K
$6.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.57K+ 33.47% |
$250K - $325K
|
38.2K
$947K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.57KNew |
$250K - $325K
|
9.57K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9.54KNew |
$249K - $324K
|
9.54K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
9.5KNew |
$248K - $322K
|
9.5K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
9.5K+ 28.48% |
$248K - $322K
|
42.9K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
9.45K+ 20.06% |
$247K - $321K
|
56.5K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
9.36K+ 20.69% |
$245K - $318K
|
54.6K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
9.36K+ 4.53% |
$245K - $318K
|
216K
$5.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
9.34KNew |
$244K - $317K
|
9.34K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9.31KNew |
$243K - $316K
|
9.31K
$231K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.29KNew |
$243K - $315K
|
9.29K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.26K+ 5.05% |
$242K - $314K
|
193K
$4.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.17KNew |
$240K - $311K
|
9.17K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.07K+ 21.61% |
$237K - $308K
|
51.1K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.03K+ 1.48% |
$236K - $307K
|
619K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.03KNew |
$236K - $306K
|
9.03K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
9K+ 18.52% |
$235K - $305K
|
57.6K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
8.97KNew |
$234K - $305K
|
8.97K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
8.96K+ 6.04% |
$234K - $304K
|
157K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
8.86KNew |
$232K - $301K
|
8.86K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.65KNew |
$226K - $294K
|
8.65K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.65KNew |
$226K - $294K
|
8.65K
$214K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
8.53KNew |
$223K - $289K
|
8.53K
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.48K+ 68.18% |
$222K - $288K
|
20.9K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.46K+ 4.69% |
$221K - $287K
|
189K
$4.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8.35K+ 11.12% |
$218K - $283K
|
83.4K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.32K+ 2.95% |
$217K - $282K
|
290K
$7.2M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.31KNew |
$217K - $282K
|
8.31K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8.19K+ 43.71% |
$214K - $278K
|
26.9K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.18K+ 11.69% |
$214K - $277K
|
78.1K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
8.17KNew |
$214K - $277K
|
8.17K
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.17K+ 12.66% |
$213K - $277K
|
72.7K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.15KNew |
$213K - $277K
|
8.15K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
8.14KNew |
$213K - $276K
|
8.14K
$202K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.13K+ 5.67% |
$212K - $276K
|
151K
$3.75M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.13K+ 11.16% |
$212K - $276K
|
81K
$2.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
8.12K+ 4.65% |
$212K - $276K
|
183K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8.11KNew |
$212K - $275K
|
8.11K
$201K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
8.1K+ 4.88% |
$212K - $275K
|
174K
$4.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
8.1K+ 7.17% |
$212K - $275K
|
121K
$3M
|