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 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.52K- 15.98% |
$39.8K - $51.7K
|
8K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.53K- 4.04% |
$39.9K - $51.9K
|
36.3K
$900K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 54.47% |
$40K - $51.9K
|
1.28K
$31.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 2.43% |
$40K - $51.9K
|
61.4K
$1.52M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.54K- 6.43% |
$40.3K - $52.3K
|
22.4K
$556K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.55K- 3.6% |
$40.5K - $52.6K
|
41.5K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 0.15% |
$40.7K - $52.9K
|
1.04M
$25.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.56K- 13.52% |
$40.8K - $52.9K
|
9.98K
$248K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.57K- 1.43% |
$41.1K - $53.4K
|
109K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 15.94% |
$41.3K - $53.6K
|
8.32K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.6K- 4.66% |
$41.8K - $54.2K
|
32.7K
$811K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.6K- 3.47% |
$41.8K - $54.3K
|
44.5K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.6K- 5.43% |
$41.8K - $54.3K
|
27.9K
$691K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.6K- 3.26% |
$41.9K - $54.4K
|
47.6K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.61K- 1.3% |
$42K - $54.6K
|
122K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 7.25% |
$42.7K - $55.5K
|
20.9K
$519K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-1.64K- 13.4% |
$43K - $55.8K
|
10.6K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.65K- 14.19% |
$43K - $55.9K
|
9.96K
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.65K- 34.58% |
$43.2K - $56.1K
|
3.13K
$77.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.67K- 11.62% |
$43.7K - $56.7K
|
12.7K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 3.38% |
$44K - $57.2K
|
48.1K
$1.19M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.7K- 14.54% |
$44.4K - $57.7K
|
10K
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.7K- 3.36% |
$44.5K - $57.8K
|
49K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.71K- 16.11% |
$44.6K - $57.9K
|
8.88K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 1.94% |
$44.6K - $57.9K
|
86.3K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.71K- 14.86% |
$44.7K - $58.1K
|
9.81K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.71K- 5.92% |
$44.7K - $58.1K
|
27.2K
$675K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 6.55% |
$44.8K - $58.1K
|
24.5K
$606K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.71K- 2.99% |
$44.8K - $58.2K
|
55.6K
$1.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 11.59% |
$45.4K - $59K
|
13.3K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.74K- 4.56% |
$45.5K - $59.1K
|
36.4K
$903K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.75K- 0.15% |
$45.6K - $59.3K
|
1.16M
$28.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.75K- 4.31% |
$45.6K - $59.3K
|
38.8K
$963K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-1.75K- 14.84% |
$45.8K - $59.5K
|
10.1K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.76K- 5.32% |
$45.9K - $59.6K
|
31.2K
$775K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.77K- 15.51% |
$46.2K - $60K
|
9.63K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.77K- 11.48% |
$46.3K - $60.2K
|
13.7K
$339K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.78K- 2.5% |
$46.4K - $60.2K
|
69.2K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.78K- 7.82% |
$46.5K - $60.4K
|
21K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.8K- 5.13% |
$47K - $61K
|
33.3K
$825K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 9.34% |
$47K - $61.1K
|
17.5K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-1.81K- 3.92% |
$47.2K - $61.3K
|
44.3K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.82K- 10.69% |
$47.5K - $61.7K
|
15.2K
$377K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.82K- 14.1% |
$47.6K - $61.8K
|
11.1K
$275K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.83K- 0.15% |
$47.7K - $62K
|
1.18M
$29.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.83K- 1.91% |
$47.8K - $62K
|
93.8K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 2.84% |
$47.8K - $62.1K
|
62.7K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.28% |
$48.3K - $62.8K
|
12.1K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.86K- 19.69% |
$48.7K - $63.2K
|
7.6K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.87K- 2.71% |
$48.8K - $63.4K
|
67K
$1.66M
|