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 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.63K- 12.49% |
$68.8K - $89.4K
|
18.5K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 13.2% |
$69K - $89.6K
|
17.4K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.64K- 8.02% |
$69.1K - $89.7K
|
30.3K
$752K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.67K- 18.36% |
$69.7K - $90.6K
|
11.9K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.7K- 2.17% |
$70.6K - $91.6K
|
122K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.75K- 24.43% |
$71.8K - $93.2K
|
8.49K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-2.75K- 0.12% |
$71.8K - $93.2K
|
2.22M
$55M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-2.76K- 0.97% |
$72.2K - $93.8K
|
283K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.77K- 3.94% |
$72.4K - $94K
|
67.6K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.78K- 8.48% |
$72.6K - $94.3K
|
30K
$744K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.78K- 5.31% |
$72.6K - $94.3K
|
49.5K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.81K- 5.23% |
$73.3K - $95.2K
|
50.8K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.81K- 17.04% |
$73.5K - $95.4K
|
13.7K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.82K- 24.88% |
$73.8K - $95.8K
|
8.52K
$211K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.82K- 8.58% |
$73.8K - $95.8K
|
30.1K
$747K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.83K- 11.27% |
$73.8K - $95.9K
|
22.2K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.83K- 6.98% |
$73.8K - $95.9K
|
37.7K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.83K- 1.33% |
$74K - $96.1K
|
211K
$5.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.83K- 17.88% |
$74K - $96.2K
|
13K
$323K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.83K- 17.88% |
$74K - $96.2K
|
13K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.86K- 27.1% |
$74.8K - $97.2K
|
7.7K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-2.86K- 17.2% |
$74.8K - $97.2K
|
13.8K
$342K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.89K- 6.39% |
$75.4K - $97.9K
|
42.3K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.89K- 14.77% |
$75.4K - $98K
|
16.7K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.92K- 7.7% |
$76.3K - $99.1K
|
35K
$868K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.93K- 28.85% |
$76.4K - $99.3K
|
7.21K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.93K- 4.65% |
$76.5K - $99.4K
|
60.1K
$1.49M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.97K- 14.03% |
$77.5K - $101K
|
18.2K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.97K- 6.07% |
$77.6K - $101K
|
46K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.97K- 3.51% |
$77.6K - $101K
|
81.6K
$2.02M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.97K- 6.83% |
$77.7K - $101K
|
40.5K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.98K- 8.34% |
$77.7K - $101K
|
32.7K
$811K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.99K- 14.58% |
$78K - $101K
|
17.5K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-2.99K- 27.51% |
$78.1K - $101K
|
7.88K
$195K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 28.22% |
$78.2K - $102K
|
7.62K
$189K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3K- 1.7% |
$78.4K - $102K
|
173K
$4.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-3.01K- 25.76% |
$78.6K - $102K
|
8.67K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 22.05% |
$78.6K - $102K
|
10.6K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.04K- 5.63% |
$79.3K - $103K
|
50.8K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.04K- 12.34% |
$79.3K - $103K
|
21.6K
$535K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.05K- 11.73% |
$79.8K - $104K
|
23K
$570K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.06K- 6.6% |
$79.9K - $104K
|
43.3K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.07K- 25.92% |
$80.3K - $104K
|
8.78K
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 73.62% |
$80.4K - $104K
|
1.1K
$27.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3.1K- 0.89% |
$81K - $105K
|
347K
$8.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.11K- 25.38% |
$81.1K - $105K
|
9.13K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.11K- 4.84% |
$81.4K - $106K
|
61.2K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.13K- 23.6% |
$81.8K - $106K
|
10.1K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-3.13K- 12.94% |
$81.9K - $106K
|
21.1K
$523K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.13K- 12.78% |
$81.9K - $106K
|
21.4K
$530K
|