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 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-4.25K- 5.87% |
$111K - $144K
|
68.1K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.28K- 19.07% |
$112K - $145K
|
18.2K
$450K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.29K- 7.01% |
$112K - $146K
|
56.9K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.33K- 22.55% |
$113K - $147K
|
14.9K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.34K- 18.92% |
$113K - $147K
|
18.6K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.37K- 15.6% |
$114K - $148K
|
23.6K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.4K- 30.14% |
$115K - $149K
|
10.2K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.41K- 25.7% |
$115K - $150K
|
12.8K
$316K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.44K- 6.83% |
$116K - $151K
|
60.6K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.45K- 1.95% |
$116K - $151K
|
224K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.46K- 12.82% |
$117K - $151K
|
30.3K
$753K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.51K- 16.34% |
$118K - $153K
|
23.1K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-4.51K- 40.73% |
$118K - $153K
|
6.57K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.52K- 23.16% |
$118K - $153K
|
15K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.53K- 20.6% |
$118K - $154K
|
17.5K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.55K- 16.49% |
$119K - $155K
|
23.1K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.58K- 25.64% |
$120K - $155K
|
13.3K
$329K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.61K- 12.05% |
$120K - $156K
|
33.7K
$835K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.62K- 8.36% |
$121K - $157K
|
50.6K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.63K- 19.72% |
$121K - $157K
|
18.8K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.64K- 8.19% |
$121K - $157K
|
52K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.69K- 33.67% |
$123K - $159K
|
9.24K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.7K- 3.07% |
$123K - $159K
|
148K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-4.7K- 5.81% |
$123K - $159K
|
76.2K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.76K- 7.79% |
$124K - $161K
|
56.3K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.79K- 12.25% |
$125K - $162K
|
34.3K
$850K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-4.8K- 37.1% |
$126K - $163K
|
8.14K
$202K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.83K- 26.26% |
$126K - $164K
|
13.6K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-4.84K- 14.52% |
$126K - $164K
|
28.5K
$706K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-4.84K- 9.25% |
$126K - $164K
|
47.5K
$1.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-4.84K- 3.85% |
$127K - $164K
|
121K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-4.86K- 35.88% |
$127K - $165K
|
8.68K
$215K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.88K- 36.9% |
$127K - $165K
|
8.34K
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.9K- 7.21% |
$128K - $166K
|
63K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.9K- 42.99% |
$128K - $166K
|
6.5K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.9K- 19.16% |
$128K - $166K
|
20.7K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.94K- 35.75% |
$129K - $168K
|
8.88K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-5K- 19.57% |
$131K - $170K
|
20.5K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5K- 17.27% |
$131K - $170K
|
24K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.01K- 1.92% |
$131K - $170K
|
256K
$6.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.01K- 16.2% |
$131K - $170K
|
25.9K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.03K- 37.25% |
$131K - $171K
|
8.48K
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-5.05K- 23.93% |
$132K - $171K
|
16K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5.1K- 8.57% |
$133K - $173K
|
54.4K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5.1K- 11.56% |
$133K - $173K
|
39K
$968K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.12K- 3.77% |
$134K - $174K
|
130K
$3.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.13K- 20.09% |
$134K - $174K
|
20.4K
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.13K- 72.35% |
$134K - $174K
|
1.96K
$48.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-5.13K- 6.92% |
$134K - $174K
|
69.1K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5.14K- 15.16% |
$134K - $174K
|
28.8K
$713K
|