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
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.9K+ 6.72% |
$128K - $166K
|
77.8K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4.88KNew |
$127K - $165K
|
4.88K
$121K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.82K+ 14.57% |
$126K - $163K
|
37.9K
$939K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.78K+ 21.77% |
$125K - $162K
|
26.7K
$663K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.78K+ 23.45% |
$125K - $162K
|
25.2K
$624K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
4.76K+ 10.74% |
$124K - $162K
|
49.1K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
4.76K+ 56.18% |
$124K - $161K
|
13.2K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
4.75K+ 52.14% |
$124K - $161K
|
13.9K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4.73K+ 19.08% |
$124K - $161K
|
29.5K
$732K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.68K+ 1.08% |
$122K - $159K
|
440K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.67KNew |
$122K - $158K
|
4.67K
$116K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.61K+ 16.31% |
$120K - $156K
|
32.9K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4.58KNew |
$120K - $155K
|
4.58K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.57K+ 0.08% |
$119K - $155K
|
5.65M
$140M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.57K+ 7.91% |
$119K - $155K
|
62.3K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.54K+ 1.72% |
$119K - $154K
|
269K
$6.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4.53K+ 12.56% |
$118K - $154K
|
40.6K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.52K+ 51.12% |
$118K - $153K
|
13.4K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.51K+ 6.95% |
$118K - $153K
|
69.4K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.5K+ 6.16% |
$118K - $153K
|
77.5K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.48K+ 2.39% |
$117K - $152K
|
192K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.46K+ 4.43% |
$116K - $151K
|
105K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.44K+ 31.85% |
$116K - $151K
|
18.4K
$456K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
4.41K+ 1.99% |
$115K - $150K
|
226K
$5.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
4.4K+ 8.45% |
$115K - $149K
|
56.5K
$1.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
4.37K+ 11.06% |
$114K - $148K
|
43.9K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
4.35K+ 3.04% |
$114K - $148K
|
147K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.33KNew |
$113K - $147K
|
4.33K
$107K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.33K+ 5.93% |
$113K - $147K
|
77.2K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
4.32K+ 0.16% |
$113K - $146K
|
2.72M
$67.5M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.31KNew |
$113K - $146K
|
4.31K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.3K+ 7.07% |
$112K - $146K
|
65.1K
$1.61M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.28K+ 18.6% |
$112K - $145K
|
27.3K
$677K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.27K+ 164.01% |
$111K - $145K
|
6.87K
$170K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
4.25K+ 10.83% |
$111K - $144K
|
43.5K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.25K+ 69.33% |
$111K - $144K
|
10.4K
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
BUY
|
- |
4.18K+ 21.24% |
$109K - $142K
|
23.8K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.16K+ 39.76% |
$109K - $141K
|
14.6K
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.11K+ 2.98% |
$107K - $140K
|
142K
$3.52M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4.1KNew |
$107K - $139K
|
4.1K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.09KNew |
$107K - $139K
|
4.09K
$101K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
4.05K+ 3.96% |
$106K - $137K
|
106K
$2.63M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4.02K+ 10.04% |
$105K - $136K
|
44K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.93K+ 43.31% |
$103K - $133K
|
13K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.9K+ 3.34% |
$102K - $133K
|
121K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$102K - $132K
|
3.9K
$96.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.89K+ 19.67% |
$102K - $132K
|
23.7K
$587K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.8K+ 14.0% |
$99.3K - $129K
|
30.9K
$767K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.77K+ 24.97% |
$98.4K - $128K
|
18.8K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.75K+ 39.59% |
$98K - $127K
|
13.2K
$328K
|