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 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.68K+ 261.68% |
$70K - $90.9K
|
3.7K
$91.8K
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
2.65K+ 34.18% |
$69.3K - $90K
|
10.4K
$258K
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.65K+ 15.71% |
$69.2K - $89.9K
|
19.5K
$484K
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
2.64K+ 4.65% |
$68.9K - $89.5K
|
59.3K
$1.47M
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
2.6K+ 11.06% |
$67.9K - $88.2K
|
26.1K
$647K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.58K+ 18.18% |
$67.5K - $87.7K
|
16.8K
$416K
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
2.56K+ 13.95% |
$67K - $87K
|
21K
$520K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.56K+ 11.42% |
$66.8K - $86.8K
|
25K
$619K
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.51K+ 22.04% |
$65.7K - $85.3K
|
13.9K
$345K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.51K+ 4.84% |
$65.5K - $85.1K
|
54.3K
$1.35M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.48K+ 25.57% |
$64.8K - $84.1K
|
12.2K
$302K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.43K+ 25.36% |
$63.4K - $82.3K
|
12K
$297K
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 24.5% |
$62.5K - $81.2K
|
12.2K
$302K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.38K+ 21.78% |
$62.2K - $80.8K
|
13.3K
$330K
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.38K+ 9.51% |
$62.1K - $80.7K
|
27.4K
$679K
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.38K+ 9.51% |
$62.1K - $80.7K
|
27.4K
$679K
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.36K+ 7.1% |
$61.7K - $80.1K
|
35.6K
$883K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.34K+ 17.92% |
$61.2K - $79.5K
|
15.4K
$382K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.33K+ 11.43% |
$60.8K - $78.9K
|
22.7K
$562K
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
2.31K+ 5.04% |
$60.4K - $78.4K
|
48.1K
$1.19M
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.31K+ 0.23% |
$60.2K - $78.2K
|
989K
$24.5M
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
2.29K+ 3.71% |
$59.8K - $77.7K
|
64K
$1.59M
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.29K+ 7.24% |
$59.7K - $77.6K
|
33.8K
$839K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
2.25KNew |
$58.8K - $76.4K
|
2.25K
$55.8K
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.24K+ 2.08% |
$58.4K - $75.9K
|
110K
$2.72M
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
2.22K+ 9.51% |
$58K - $75.3K
|
25.6K
$634K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.2K+ 1047.62% |
$57.5K - $74.7K
|
2.41K
$59.8K
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.2K+ 2.83% |
$57.4K - $74.6K
|
79.7K
$1.98M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.18K+ 19.19% |
$56.8K - $73.8K
|
13.5K
$335K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.15K+ 3.08% |
$56.3K - $73.1K
|
71.9K
$1.78M
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.1KNew |
$54.8K - $71.2K
|
2.1K
$52.1K
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 31.83% |
$54.5K - $70.8K
|
8.64K
$214K
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
2.05K+ 18.69% |
$53.4K - $69.4K
|
13K
$322K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.02K+ 3.93% |
$52.8K - $68.6K
|
53.4K
$1.32M
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
2K+ 12.94% |
$52.3K - $67.9K
|
17.5K
$433K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2K+ 3.14% |
$52.2K - $67.8K
|
65.7K
$1.63M
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.97KNew |
$51.4K - $66.8K
|
1.97K
$48.8K
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.93K+ 5.75% |
$50.4K - $65.5K
|
35.5K
$880K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.91K+ 13.3% |
$50K - $65K
|
16.3K
$404K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.91K+ 2.93% |
$50K - $65K
|
67.2K
$1.67M
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.88K+ 1.43% |
$49.2K - $63.9K
|
134K
$3.32M
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.86KNew |
$48.5K - $63K
|
1.86K
$46K
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.85K+ 1.46% |
$48.3K - $62.8K
|
129K
$3.19M
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.85K+ 44.76% |
$48.2K - $62.6K
|
5.97K
$148K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.84K+ 10.7% |
$48.1K - $62.5K
|
19K
$472K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.83K+ 3.7% |
$47.7K - $62K
|
51.2K
$1.27M
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.83K+ 0.25% |
$47.7K - $61.9K
|
743K
$18.4M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.83KNew |
$47.7K - $61.9K
|
1.83K
$45.3K
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.81K+ 15.24% |
$47.3K - $61.4K
|
13.7K
$339K
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.79K+ 1.87% |
$46.8K - $60.8K
|
97.8K
$2.43M
|