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 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6.11K- 8.48% |
$160K - $207K
|
66K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.13K- 2.9% |
$160K - $208K
|
205K
$5.09M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.18K- 1.35% |
$162K - $210K
|
453K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.22K- 14.12% |
$162K - $211K
|
37.8K
$937K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-6.23K- 14.65% |
$163K - $212K
|
36.3K
$901K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.26K- 27.0% |
$163K - $212K
|
16.9K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-6.3K- 17.37% |
$165K - $214K
|
30K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.33K- 54.79% |
$165K - $215K
|
5.22K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6.33K- 11.52% |
$165K - $215K
|
48.6K
$1.21M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.34K- 41.29% |
$166K - $215K
|
9.01K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-6.35K- 31.65% |
$166K - $215K
|
13.7K
$340K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.35K- 17.65% |
$166K - $216K
|
29.6K
$735K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-6.36K- 10.22% |
$166K - $216K
|
55.9K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.38K- 18.95% |
$167K - $216K
|
27.3K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-6.38K- 8.97% |
$167K - $217K
|
64.7K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.4K- 9.72% |
$167K - $217K
|
59.4K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.44K- 18.84% |
$168K - $218K
|
27.7K
$688K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.46K- 22.95% |
$169K - $219K
|
21.7K
$538K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-6.47K- 19.39% |
$169K - $220K
|
26.9K
$667K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.48K- 9.66% |
$169K - $220K
|
60.6K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-6.48K- 13.4% |
$169K - $220K
|
41.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.5K- 11.63% |
$170K - $220K
|
49.3K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6.54K- 37.21% |
$171K - $222K
|
11K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-6.54K- 5.07% |
$171K - $222K
|
123K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.61K- 8.75% |
$173K - $224K
|
68.9K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-6.64K- 23.17% |
$173K - $225K
|
22K
$546K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 32.71% |
$174K - $225K
|
13.7K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.65K- 37.48% |
$174K - $226K
|
11.1K
$275K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.68KClosed |
$174K - $227K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.68K- 33.87% |
$175K - $227K
|
13K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.69K- 2.45% |
$175K - $227K
|
267K
$6.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-6.78K- 13.35% |
$177K - $230K
|
44K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-6.79K- 35.73% |
$177K - $230K
|
12.2K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-6.79K- 25.47% |
$177K - $230K
|
19.9K
$493K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.79K- 2.44% |
$177K - $231K
|
271K
$6.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.8K- 33.59% |
$178K - $231K
|
13.4K
$333K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.8K- 3.67% |
$178K - $231K
|
179K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.85K- 3.23% |
$179K - $232K
|
205K
$5.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-6.85K- 29.3% |
$179K - $233K
|
16.5K
$410K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-6.91K- 26.01% |
$180K - $234K
|
19.6K
$487K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.92K- 4.44% |
$181K - $235K
|
149K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.94K- 5.26% |
$181K - $236K
|
125K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-6.97K- 22.05% |
$182K - $236K
|
24.6K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.98K- 12.09% |
$182K - $237K
|
50.8K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-7.01K- 11.79% |
$183K - $238K
|
52.4K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.05K- 34.35% |
$184K - $239K
|
13.5K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7.07K- 13.64% |
$185K - $240K
|
44.7K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.07K- 12.92% |
$185K - $240K
|
47.7K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-7.09K- 49.4% |
$185K - $241K
|
7.26K
$180K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-7.13K- 32.87% |
$186K - $242K
|
14.6K
$361K
|