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 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.17K+ 12.66% |
$213K - $277K
|
72.7K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.15KNew |
$213K - $277K
|
8.15K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
8.14KNew |
$213K - $276K
|
8.14K
$183K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.13K+ 5.67% |
$212K - $276K
|
151K
$3.41M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.13K+ 11.16% |
$212K - $276K
|
81K
$1.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
8.12K+ 4.65% |
$212K - $276K
|
183K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8.11KNew |
$212K - $275K
|
8.11K
$183K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
8.1K+ 4.88% |
$212K - $275K
|
174K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
8.1K+ 7.17% |
$212K - $275K
|
121K
$2.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.05K+ 36.0% |
$210K - $273K
|
30.4K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.05KNew |
$210K - $273K
|
8.05K
$181K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8.03K+ 8.08% |
$210K - $272K
|
107K
$2.42M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
8K+ 12.31% |
$209K - $272K
|
73K
$1.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.99KNew |
$209K - $271K
|
7.99K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
7.99K+ 2.2% |
$209K - $271K
|
371K
$8.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
7.86K+ 19.45% |
$205K - $267K
|
48.3K
$1.09M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.86K+ 35.12% |
$205K - $267K
|
30.2K
$681K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7.86K+ 73.73% |
$205K - $267K
|
18.5K
$417K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7.84KNew |
$205K - $266K
|
7.84K
$177K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.81K+ 3.61% |
$204K - $265K
|
224K
$5.05M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
7.72KNew |
$202K - $262K
|
7.72K
$174K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
7.72KNew |
$202K - $262K
|
7.72K
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
7.66KNew |
$200K - $260K
|
7.66K
$173K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.65K+ 84.15% |
$200K - $260K
|
16.7K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.62K+ 93.98% |
$199K - $259K
|
15.7K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.55K+ 29.53% |
$197K - $256K
|
33.1K
$746K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
7.5KNew |
$196K - $255K
|
7.5K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
7.41KNew |
$194K - $252K
|
7.41K
$167K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7.4KNew |
$193K - $251K
|
7.4K
$167K
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7.37KNew |
$193K - $250K
|
7.37K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.36K+ 65.07% |
$192K - $250K
|
18.7K
$421K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.36KNew |
$192K - $250K
|
7.36K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.35KNew |
$192K - $250K
|
7.35K
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7.34KNew |
$192K - $249K
|
7.34K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
7.33K+ 1.62% |
$191K - $249K
|
460K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.32KNew |
$191K - $249K
|
7.32K
$165K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
7.31K+ 3.12% |
$191K - $248K
|
241K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.29KNew |
$190K - $247K
|
7.29K
$164K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
7.28K+ 13.74% |
$190K - $247K
|
60.3K
$1.36M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
7.27KNew |
$190K - $247K
|
7.27K
$164K
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
7.25KNew |
$189K - $246K
|
7.25K
$163K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7.25K+ 14.09% |
$189K - $246K
|
58.7K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7.22KNew |
$189K - $245K
|
7.22K
$163K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
7.2K+ 12.92% |
$188K - $244K
|
62.9K
$1.42M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.2KNew |
$188K - $244K
|
7.2K
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.19KNew |
$188K - $244K
|
7.19K
$162K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7.17K+ 42.96% |
$187K - $243K
|
23.8K
$537K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.15KNew |
$187K - $243K
|
7.15K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.13KNew |
$186K - $242K
|
7.13K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
7.11KNew |
$186K - $241K
|
7.11K
$160K
|