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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
319New |
$8.34K - $10.8K
|
319
$7.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
318+ 0.8% |
$8.31K - $10.8K
|
39.8K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
314New |
$8.2K - $10.7K
|
314
$7.79K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
310+ 1.69% |
$8.1K - $10.5K
|
18.6K
$461K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
310+ 3.43% |
$8.1K - $10.5K
|
9.34K
$232K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
309+ 4.24% |
$8.07K - $10.5K
|
7.6K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
300New |
$7.84K - $10.2K
|
300
$7.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
300+ 2.7% |
$7.84K - $10.2K
|
11.4K
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
284+ 0.27% |
$7.42K - $9.64K
|
105K
$2.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
277+ 0.92% |
$7.24K - $9.4K
|
30.3K
$752K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
261New |
$6.82K - $8.86K
|
261
$6.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
260+ 5.96% |
$6.79K - $8.82K
|
4.63K
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
260+ 1.71% |
$6.79K - $8.82K
|
15.4K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
260New |
$6.79K - $8.82K
|
260
$6.45K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
255+ 1.22% |
$6.66K - $8.65K
|
21.2K
$526K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
239+ 2.07% |
$6.25K - $8.11K
|
11.8K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
236+ 2.98% |
$6.17K - $8.01K
|
8.17K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
226+ 5.32% |
$5.91K - $7.67K
|
4.48K
$111K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
221+ 0.8% |
$5.77K - $7.5K
|
27.7K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
215+ 0.52% |
$5.62K - $7.3K
|
41.7K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
205+ 0.34% |
$5.36K - $6.96K
|
61.3K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
203+ 1.86% |
$5.3K - $6.89K
|
11.1K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
202+ 0.61% |
$5.28K - $6.86K
|
33.4K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
201New |
$5.25K - $6.82K
|
201
$4.98K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
200+ 1.22% |
$5.23K - $6.79K
|
16.6K
$413K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
200+ 2.54% |
$5.23K - $6.79K
|
8.07K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 1.52% |
$5.23K - $6.79K
|
13.3K
$330K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
199+ 19900.0% |
$5.2K - $6.75K
|
200
$4.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
194+ 2.79% |
$5.07K - $6.58K
|
7.14K
$177K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
182+ 2.54% |
$4.76K - $6.18K
|
7.34K
$182K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
181+ 7.98% |
$4.73K - $6.14K
|
2.45K
$60.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
180+ 0.26% |
$4.7K - $6.11K
|
68.8K
$1.71M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
175New |
$4.57K - $5.94K
|
175
$4.34K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
171+ 0.57% |
$4.47K - $5.8K
|
30.2K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
165+ 1.53% |
$4.31K - $5.6K
|
11K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
164+ 3.02% |
$4.29K - $5.57K
|
5.59K
$139K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.01% |
$4.23K - $5.5K
|
16.2K
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
158+ 1.36% |
$4.13K - $5.36K
|
11.8K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
156+ 0.81% |
$4.08K - $5.29K
|
19.5K
$484K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
150+ 0.6% |
$3.92K - $5.09K
|
25.2K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 1.64% |
$3.92K - $5.09K
|
9.32K
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
150+ 1.47% |
$3.92K - $5.09K
|
10.4K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
148+ 0.78% |
$3.87K - $5.02K
|
19.2K
$477K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
146+ 0.45% |
$3.81K - $4.96K
|
32.9K
$817K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
144+ 1.87% |
$3.76K - $4.89K
|
7.85K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
142+ 240.68% |
$3.71K - $4.82K
|
201
$4.98K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
140+ 0.44% |
$3.66K - $4.75K
|
32.3K
$800K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
140+ 11.49% |
$3.66K - $4.75K
|
1.36K
$33.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
137+ 0.95% |
$3.58K - $4.65K
|
14.6K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
130+ 0.67% |
$3.4K - $4.41K
|
19.7K
$487K
|