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 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-29- 0.17% |
$758 - $984
|
16.9K
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-29- 0.33% |
$758 - $984
|
8.75K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-30- 0.14% |
$784 - $1.02K
|
22.1K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.02% |
$784 - $1.02K
|
158K
$3.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-40- 0.09% |
$1.05K - $1.36K
|
44.7K
$1.11M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-41- 1.43% |
$1.07K - $1.39K
|
2.83K
$70.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.33% |
$1.18K - $1.53K
|
13.6K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-45- 0.35% |
$1.18K - $1.53K
|
12.7K
$316K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-46- 0.46% |
$1.2K - $1.56K
|
9.91K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-47- 0.37% |
$1.23K - $1.6K
|
12.8K
$317K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-47- 0.32% |
$1.23K - $1.6K
|
14.7K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-49- 0.45% |
$1.28K - $1.66K
|
10.8K
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-50- 0.34% |
$1.31K - $1.7K
|
14.7K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-50- 7.14% |
$1.31K - $1.7K
|
650
$16.1K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-50- 4.09% |
$1.31K - $1.7K
|
1.17K
$29.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-52- 0.44% |
$1.36K - $1.76K
|
11.7K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-60- 0.21% |
$1.57K - $2.04K
|
29K
$720K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-61- 0.82% |
$1.59K - $2.07K
|
7.41K
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-62- 0.4% |
$1.62K - $2.1K
|
15.3K
$380K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-64- 0.55% |
$1.67K - $2.17K
|
11.6K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-65- 0.28% |
$1.7K - $2.21K
|
23.5K
$582K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-65- 0.1% |
$1.7K - $2.21K
|
65.4K
$1.62M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-65- 0.75% |
$1.7K - $2.21K
|
8.58K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-69- 0.52% |
$1.8K - $2.34K
|
13.3K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-70- 4.51% |
$1.83K - $2.38K
|
1.48K
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-71- 0.26% |
$1.86K - $2.41K
|
27.5K
$681K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-75- 0.77% |
$1.96K - $2.55K
|
9.71K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-76- 0.57% |
$1.99K - $2.58K
|
13.3K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-78- 0.43% |
$2.04K - $2.65K
|
18.2K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-78- 0.68% |
$2.04K - $2.65K
|
11.4K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-80- 0.54% |
$2.09K - $2.72K
|
14.7K
$366K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-81- 0.48% |
$2.12K - $2.75K
|
16.6K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-82- 2.94% |
$2.14K - $2.78K
|
2.71K
$67.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-84- 1.14% |
$2.19K - $2.85K
|
7.3K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-85- 2.13% |
$2.22K - $2.88K
|
3.9K
$96.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-86- 1.2% |
$2.25K - $2.92K
|
7.08K
$176K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-98- 1.33% |
$2.56K - $3.33K
|
7.25K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.72% |
$2.61K - $3.39K
|
13.9K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-100- 0.51% |
$2.61K - $3.39K
|
19.4K
$482K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 1.51% |
$2.61K - $3.39K
|
6.51K
$162K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-101- 15.14% |
$2.64K - $3.43K
|
566
$14K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-101- 1.66% |
$2.64K - $3.43K
|
5.99K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-107- 0.28% |
$2.8K - $3.63K
|
38.2K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-111- 0.32% |
$2.9K - $3.77K
|
34.3K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-112- 1.56% |
$2.93K - $3.8K
|
7.06K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-116- 1.18% |
$3.03K - $3.94K
|
9.74K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-128- 7.09% |
$3.34K - $4.34K
|
1.68K
$41.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-133- 4.81% |
$3.48K - $4.51K
|
2.63K
$65.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-134- 0.92% |
$3.5K - $4.55K
|
14.4K
$358K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 41.07% |
$3.61K - $4.68K
|
198
$4.91K
|