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 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.22K- 5.22% |
$31.9K - $41.4K
|
22.2K
$550K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.23K- 7.76% |
$32K - $41.6K
|
14.6K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.26K- 2.28% |
$32.8K - $42.6K
|
53.8K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.27K- 2.97% |
$33.1K - $43K
|
41.4K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.27K- 2.02% |
$33.2K - $43.1K
|
61.5K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.27K- 4.02% |
$33.3K - $43.2K
|
30.4K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.28K- 4.06% |
$33.4K - $43.4K
|
30.2K
$749K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.3K- 6.31% |
$33.9K - $44K
|
19.3K
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 7.29% |
$33.9K - $44.1K
|
16.5K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.3K- 20.26% |
$34K - $44.1K
|
5.12K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.3K- 10.95% |
$34.1K - $44.3K
|
10.6K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.31K- 3.52% |
$34.1K - $44.3K
|
35.8K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.31K- 0.33% |
$34.2K - $44.4K
|
392K
$9.72M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.31K- 15.82% |
$34.3K - $44.6K
|
6.99K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1.32K- 4.02% |
$34.4K - $44.6K
|
31.4K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.32K- 6.19% |
$34.4K - $44.6K
|
19.9K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.32K- 15.78% |
$34.4K - $44.7K
|
7.02K
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.32K- 9.4% |
$34.5K - $44.9K
|
12.7K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 4.1% |
$34.8K - $45.2K
|
31.1K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 11.97% |
$34.9K - $45.3K
|
9.82K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.34K- 12.59% |
$35K - $45.4K
|
9.29K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.34K- 11.97% |
$35K - $45.4K
|
9.85K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.34K- 2.55% |
$35K - $45.5K
|
51.3K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.35K- 15.25% |
$35.3K - $45.8K
|
7.5K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.36K- 2.6% |
$35.4K - $46K
|
50.8K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.36K- 8.24% |
$35.5K - $46.2K
|
15.2K
$376K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.36K- 13.22% |
$35.6K - $46.3K
|
8.95K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.36K- 8.28% |
$35.6K - $46.3K
|
15.1K
$374K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 7.6% |
$35.8K - $46.5K
|
16.7K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.37K- 8.57% |
$35.9K - $46.6K
|
14.7K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.39K- 5.78% |
$36.2K - $47K
|
22.6K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-1.4K- 26.42% |
$36.6K - $47.5K
|
3.9K
$96.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 11.43% |
$36.8K - $47.8K
|
10.9K
$270K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.42K- 3.47% |
$37K - $48K
|
39.4K
$976K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.42K- 10.17% |
$37.1K - $48.2K
|
12.5K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.42K- 3.45% |
$37.1K - $48.2K
|
39.7K
$985K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.43K- 6.99% |
$37.3K - $48.5K
|
19K
$471K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.43K- 24.83% |
$37.4K - $48.6K
|
4.34K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.44K- 4.73% |
$37.5K - $48.7K
|
28.9K
$716K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.45K- 9.01% |
$38K - $49.3K
|
14.7K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.45K- 16.44% |
$38K - $49.3K
|
7.39K
$183K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.48K- 17.04% |
$38.8K - $50.3K
|
7.22K
$179K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.49K- 9.64% |
$38.8K - $50.4K
|
13.9K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.49K- 5.65% |
$38.8K - $50.4K
|
24.8K
$615K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.49K- 3.63% |
$39K - $50.7K
|
39.7K
$984K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.49K- 13.18% |
$39K - $50.7K
|
9.84K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.5K- 1.62% |
$39.2K - $50.9K
|
91.2K
$2.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5K- 1.98% |
$39.2K - $50.9K
|
74.4K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.5K- 6.2% |
$39.2K - $50.9K
|
22.7K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.51K- 1.01% |
$39.3K - $51.1K
|
147K
$3.64M
|