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 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.79K+ 3.76% |
$46.7K - $60.7K
|
49.3K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
1.76K+ 2.56% |
$46K - $59.7K
|
70.5K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.75K+ 3.37% |
$45.7K - $59.4K
|
53.6K
$1.33M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.74K+ 6.06% |
$45.6K - $59.2K
|
30.5K
$757K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 4.34% |
$45.2K - $58.7K
|
41.6K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.72K+ 2.32% |
$44.9K - $58.3K
|
75.8K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.71K+ 4.84% |
$44.7K - $58K
|
37K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.7K+ 2.98% |
$44.4K - $57.7K
|
58.8K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.69KNew |
$44.2K - $57.4K
|
1.69K
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.66KNew |
$43.4K - $56.4K
|
1.66K
$41.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.66K+ 3.96% |
$43.3K - $56.2K
|
43.5K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.64K+ 25.01% |
$42.9K - $55.7K
|
8.21K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 50.54% |
$42.8K - $55.6K
|
4.88K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.63K+ 23.56% |
$42.7K - $55.5K
|
8.57K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.6K+ 245.69% |
$41.7K - $54.2K
|
2.25K
$55.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.58K+ 4.19% |
$41.4K - $53.7K
|
39.4K
$977K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.58K+ 14.51% |
$41.3K - $53.7K
|
12.5K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.56K+ 17.46% |
$40.7K - $52.9K
|
10.5K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 4.82% |
$40.7K - $52.8K
|
33.9K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.52K+ 19.88% |
$39.7K - $51.6K
|
9.16K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.51K+ 14.48% |
$39.5K - $51.4K
|
12K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.51K+ 21.72% |
$39.4K - $51.1K
|
8.45K
$209K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.5K+ 17.28% |
$39.2K - $50.9K
|
10.2K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.48KNew |
$38.6K - $50.2K
|
1.48K
$36.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
1.48K+ 10.31% |
$38.6K - $50.1K
|
15.8K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.47K+ 4.87% |
$38.4K - $49.8K
|
31.6K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 1.84% |
$38.3K - $49.7K
|
81.3K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.44K+ 2.79% |
$37.7K - $48.9K
|
53.1K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 1.71% |
$37.1K - $48.2K
|
84.7K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
1.42K+ 7.35% |
$37.1K - $48.1K
|
20.7K
$514K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.42K+ 7.39% |
$37.1K - $48.1K
|
20.6K
$511K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 1.05% |
$36.2K - $47K
|
134K
$3.31M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.38KNew |
$36K - $46.8K
|
1.38K
$34.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.37K+ 1.84% |
$35.9K - $46.6K
|
76K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 9.44% |
$35.9K - $46.6K
|
15.9K
$395K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
1.37K+ 1.91% |
$35.9K - $46.6K
|
73.3K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.37K+ 20.28% |
$35.9K - $46.6K
|
8.14K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.36K+ 15.24% |
$35.6K - $46.2K
|
10.3K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 3.2% |
$35.5K - $46.1K
|
43.9K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.36K+ 1.33% |
$35.4K - $46K
|
104K
$2.57M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.35KNew |
$35.4K - $45.9K
|
1.35K
$33.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.35K+ 5.52% |
$35.2K - $45.8K
|
25.8K
$639K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
1.34K+ 2.72% |
$35.1K - $45.5K
|
50.6K
$1.25M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.34K+ 3.21% |
$35K - $45.4K
|
43K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.33K+ 4.71% |
$34.7K - $45K
|
29.5K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 1.88% |
$34.1K - $44.3K
|
70.9K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.3K+ 24.02% |
$34K - $44.1K
|
6.71K
$166K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.3K+ 16.95% |
$33.9K - $44.1K
|
8.96K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.29KNew |
$33.7K - $43.8K
|
1.29K
$32K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.29K+ 5.25% |
$33.7K - $43.8K
|
25.9K
$641K
|