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 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
519+ 0.33% |
$13.6K - $17.6K
|
155K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
517+ 0.29% |
$13.5K - $17.5K
|
179K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
514+ 2.78% |
$13.4K - $17.4K
|
19K
$471K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
509+ 5.06% |
$13.3K - $17.3K
|
10.6K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
507+ 3.77% |
$13.2K - $17.2K
|
13.9K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
502+ 3.42% |
$13.1K - $17K
|
15.2K
$376K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
500+ 0.84% |
$13.1K - $17K
|
60.3K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
500+ 2.21% |
$13.1K - $17K
|
23.2K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 1.29% |
$13.1K - $17K
|
39.2K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
497+ 9.1% |
$13K - $16.9K
|
5.96K
$148K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
497New |
$13K - $16.9K
|
497
$12.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
496+ 2.42% |
$13K - $16.8K
|
21K
$520K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
476+ 2.5% |
$12.4K - $16.2K
|
19.5K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
470+ 4.29% |
$12.3K - $16K
|
11.4K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
467+ 3.75% |
$12.2K - $15.8K
|
12.9K
$320K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
465+ 3.92% |
$12.2K - $15.8K
|
12.3K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
464+ 4.49% |
$12.1K - $15.7K
|
10.8K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
461+ 1.39% |
$12K - $15.6K
|
33.7K
$836K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
459+ 5.64% |
$12K - $15.6K
|
8.6K
$213K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
457+ 1.91% |
$11.9K - $15.5K
|
24.3K
$603K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
437+ 2.86% |
$11.4K - $14.8K
|
15.7K
$390K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
436+ 2.2% |
$11.4K - $14.8K
|
20.2K
$502K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435+ 275.32% |
$11.4K - $14.8K
|
593
$14.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
424+ 2.46% |
$11.1K - $14.4K
|
17.7K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
423+ 0.79% |
$11.1K - $14.4K
|
54K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
400+ 251.57% |
$10.5K - $13.6K
|
559
$13.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
BUY
|
- |
400+ 0.19% |
$10.5K - $13.6K
|
215K
$5.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
400+ 19.09% |
$10.5K - $13.6K
|
2.5K
$61.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
399+ 4.66% |
$10.4K - $13.5K
|
8.96K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
399+ 5.89% |
$10.4K - $13.5K
|
7.17K
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
397+ 4.58% |
$10.4K - $13.5K
|
9.06K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
396New |
$10.3K - $13.4K
|
396
$9.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
396+ 1.39% |
$10.3K - $13.4K
|
29K
$718K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
394New |
$10.3K - $13.4K
|
394
$9.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
391+ 4.0% |
$10.2K - $13.3K
|
10.2K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
388+ 2.38% |
$10.1K - $13.2K
|
16.7K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
378New |
$9.88K - $12.8K
|
378
$9.37K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
372+ 0.57% |
$9.72K - $12.6K
|
66.1K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
371+ 3.86% |
$9.69K - $12.6K
|
9.99K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
365+ 1.05% |
$9.54K - $12.4K
|
35.2K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
361+ 1.05% |
$9.43K - $12.3K
|
34.8K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
360+ 2.88% |
$9.41K - $12.2K
|
12.9K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
357+ 0.08% |
$9.33K - $12.1K
|
464K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
355+ 0.71% |
$9.28K - $12K
|
50.5K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
350+ 0.65% |
$9.15K - $11.9K
|
54.2K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
337+ 7.44% |
$8.81K - $11.4K
|
4.86K
$121K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
335+ 3.28% |
$8.75K - $11.4K
|
10.6K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
327+ 1.72% |
$8.54K - $11.1K
|
19.3K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
326+ 13.08% |
$8.52K - $11.1K
|
2.82K
$69.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
325+ 1.08% |
$8.49K - $11K
|
30.3K
$752K
|