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 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.4K- 5.37% |
$297K - $385K
|
200K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-11.4K- 18.83% |
$297K - $386K
|
49K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11.4K- 31.43% |
$298K - $387K
|
24.9K
$617K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-11.4K- 20.17% |
$299K - $388K
|
45.3K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-11.4K- 21.67% |
$299K - $389K
|
41.4K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11.5K- 0.86% |
$301K - $391K
|
1.33M
$32.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.5K- 2.64% |
$302K - $392K
|
425K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-11.6K- 34.26% |
$302K - $393K
|
22.2K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.7K- 32.96% |
$307K - $398K
|
23.9K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-11.7K- 2.96% |
$307K - $398K
|
384K
$9.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.8K- 0.76% |
$308K - $400K
|
1.53M
$38M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.9K- 35.38% |
$311K - $404K
|
21.7K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-11.9K- 25.45% |
$311K - $404K
|
34.9K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-11.9K- 3.42% |
$311K - $405K
|
336K
$8.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-12K- 4.85% |
$315K - $409K
|
236K
$5.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.1K- 45.52% |
$315K - $410K
|
14.5K
$358K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 7.4% |
$316K - $411K
|
152K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 11.03% |
$317K - $412K
|
97.8K
$2.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-12.2K- 7.31% |
$318K - $413K
|
154K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-12.2K- 20.16% |
$318K - $414K
|
48.3K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-12.2K- 15.59% |
$319K - $415K
|
66.1K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-12.4K- 44.41% |
$323K - $420K
|
15.5K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12.4K- 7.19% |
$325K - $422K
|
161K
$3.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.6K- 19.09% |
$328K - $426K
|
53.2K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.7K- 14.99% |
$331K - $430K
|
71.9K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-12.9K- 27.31% |
$337K - $438K
|
34.4K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-13K- 25.45% |
$339K - $441K
|
38K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13K- 2.62% |
$340K - $441K
|
484K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-13K- 3.58% |
$341K - $443K
|
351K
$8.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-13.1K- 6.2% |
$341K - $443K
|
198K
$4.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-13.1K- 20.52% |
$342K - $444K
|
50.7K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.1K- 22.49% |
$343K - $445K
|
45.2K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-13.2K- 19.4% |
$345K - $448K
|
54.9K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-13.5K- 15.18% |
$352K - $457K
|
75.3K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.6K- 36.93% |
$355K - $461K
|
23.2K
$575K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-13.7K- 28.35% |
$357K - $464K
|
34.5K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-13.7K- 16.33% |
$358K - $465K
|
70.2K
$1.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-13.7K- 27.22% |
$359K - $466K
|
36.8K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.7K- 17.66% |
$359K - $467K
|
64.1K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-13.8K- 39.96% |
$360K - $467K
|
20.7K
$513K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.9K- 41.29% |
$362K - $471K
|
19.7K
$489K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-13.9K- 17.57% |
$363K - $471K
|
65.2K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13.9K- 24.41% |
$363K - $472K
|
43K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13.9K- 5.94% |
$364K - $473K
|
221K
$5.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14K- 7.22% |
$365K - $474K
|
180K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-14K- 32.56% |
$366K - $475K
|
29K
$719K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.1K- 0.74% |
$367K - $477K
|
1.89M
$46.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-14.1K- 20.3% |
$367K - $477K
|
55.2K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-14.1K- 38.39% |
$369K - $480K
|
22.7K
$563K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14.2K- 36.85% |
$372K - $483K
|
24.4K
$605K
|