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 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-244- 2.13% |
$6.38K - $8.28K
|
11.2K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-245- 1.33% |
$6.4K - $8.32K
|
18.2K
$451K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-249- 1.17% |
$6.51K - $8.45K
|
21.1K
$523K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-249- 38.25% |
$6.51K - $8.45K
|
402
$9.97K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-255- 0.51% |
$6.66K - $8.65K
|
50.2K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-258- 15.66% |
$6.74K - $8.76K
|
1.39K
$34.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-260- 0.22% |
$6.79K - $8.82K
|
118K
$2.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-260- 1.95% |
$6.79K - $8.82K
|
13.1K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-270- 1.08% |
$7.06K - $9.16K
|
24.7K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-272- 0.74% |
$7.11K - $9.23K
|
36.3K
$901K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-273- 1.41% |
$7.13K - $9.27K
|
19.1K
$474K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-275- 0.76% |
$7.19K - $9.33K
|
35.8K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-291- 1.27% |
$7.6K - $9.88K
|
22.7K
$563K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-295- 2.38% |
$7.71K - $10K
|
12.1K
$300K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-295- 2.38% |
$7.71K - $10K
|
12.1K
$300K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-297- 3.02% |
$7.76K - $10.1K
|
9.53K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-299- 11.81% |
$7.81K - $10.1K
|
2.23K
$55.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-300- 1.6% |
$7.84K - $10.2K
|
18.4K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-300- 3.9% |
$7.84K - $10.2K
|
7.39K
$183K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-300- 0.57% |
$7.84K - $10.2K
|
52K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-300- 1.13% |
$7.84K - $10.2K
|
26.2K
$649K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-300- 2.43% |
$7.84K - $10.2K
|
12K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-300- 1.91% |
$7.84K - $10.2K
|
15.4K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-305- 2.12% |
$7.97K - $10.4K
|
14.1K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-308- 3.31% |
$8.05K - $10.5K
|
9K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-310- 3.97% |
$8.1K - $10.5K
|
7.51K
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-313- 4.65% |
$8.18K - $10.6K
|
6.41K
$159K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-321- 2.4% |
$8.39K - $10.9K
|
13.1K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-323- 0.74% |
$8.44K - $11K
|
43.5K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-324- 3.17% |
$8.47K - $11K
|
9.89K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-334- 3.19% |
$8.73K - $11.3K
|
10.1K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-337- 3.22% |
$8.81K - $11.4K
|
10.1K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-338- 71.61% |
$8.83K - $11.5K
|
134
$3.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-340- 2.35% |
$8.88K - $11.5K
|
14.1K
$350K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-345- 8.81% |
$9.01K - $11.7K
|
3.57K
$88.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-348- 2.55% |
$9.09K - $11.8K
|
13.3K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-348- 2.45% |
$9.09K - $11.8K
|
13.8K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-352- 0.29% |
$9.2K - $11.9K
|
123K
$3.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-357- 3.25% |
$9.33K - $12.1K
|
10.6K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-359- 4.65% |
$9.38K - $12.2K
|
7.36K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-365- 4.43% |
$9.54K - $12.4K
|
7.88K
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-368- 3.4% |
$9.62K - $12.5K
|
10.5K
$260K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-369- 3.51% |
$9.64K - $12.5K
|
10.1K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-372- 5.08% |
$9.72K - $12.6K
|
6.95K
$172K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-375- 0.68% |
$9.8K - $12.7K
|
54.7K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-375- 3.7% |
$9.8K - $12.7K
|
9.75K
$242K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-375- 0.68% |
$9.8K - $12.7K
|
54.7K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-379- 3.73% |
$9.9K - $12.9K
|
9.78K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-379- 2.42% |
$9.9K - $12.9K
|
15.3K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-381- 3.05% |
$9.96K - $12.9K
|
12.1K
$300K
|