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 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-14.3K- 16.0% |
$372K - $484K
|
74.8K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14.3K- 18.89% |
$373K - $484K
|
61.2K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-14.3K- 45.74% |
$375K - $487K
|
17K
$422K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.4K- 14.32% |
$377K - $490K
|
86.4K
$2.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-14.5K- 48.72% |
$378K - $490K
|
15.2K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-14.6K- 58.95% |
$382K - $496K
|
10.2K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-14.6K- 59.25% |
$382K - $496K
|
10K
$249K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.7K- 27.34% |
$384K - $499K
|
39.1K
$969K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-14.7K- 36.2% |
$385K - $500K
|
26K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.8K- 57.16% |
$387K - $503K
|
11.1K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-14.8K- 17.05% |
$388K - $504K
|
72.2K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15K- 9.68% |
$392K - $509K
|
140K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15K- 35.38% |
$392K - $509K
|
27.4K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-15K- 14.58% |
$393K - $510K
|
88K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.1K- 3.39% |
$395K - $512K
|
431K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-15.1K- 47.97% |
$395K - $513K
|
16.4K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-15.1K- 46.16% |
$395K - $514K
|
17.7K
$438K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-15.1K- 15.62% |
$395K - $514K
|
81.8K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15.2K- 57.28% |
$398K - $517K
|
11.4K
$282K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15.5K- 12.6% |
$404K - $525K
|
107K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.6K- 27.24% |
$408K - $529K
|
41.7K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-15.7K- 24.47% |
$410K - $532K
|
48.4K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-15.7K- 20.47% |
$410K - $532K
|
60.9K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-15.7K- 9.58% |
$411K - $534K
|
148K
$3.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-15.7K- 11.65% |
$411K - $534K
|
119K
$2.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-15.8K- 31.96% |
$412K - $535K
|
33.6K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-15.8K- 39.29% |
$412K - $536K
|
24.4K
$605K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.9K- 36.31% |
$416K - $541K
|
27.9K
$693K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16K- 12.7% |
$417K - $542K
|
110K
$2.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-16K- 13.08% |
$417K - $542K
|
106K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16K- 20.92% |
$418K - $543K
|
60.5K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.1K- 36.73% |
$420K - $546K
|
27.7K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-16.1K- 5.11% |
$421K - $547K
|
299K
$7.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16.2KClosed |
$423K - $550K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-16.3K- 10.82% |
$426K - $554K
|
135K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-16.3K- 69.85% |
$427K - $554K
|
7.05K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-16.4K- 42.13% |
$429K - $557K
|
22.5K
$559K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-16.5K- 14.31% |
$431K - $560K
|
98.9K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.5K- 21.01% |
$432K - $561K
|
62.1K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-16.5K- 1.91% |
$432K - $561K
|
847K
$21M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-16.5K- 36.83% |
$432K - $562K
|
28.4K
$704K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16.6K- 32.65% |
$433K - $563K
|
34.2K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-16.7K- 63.09% |
$436K - $567K
|
9.77K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17K- 3.42% |
$444K - $577K
|
480K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-17K- 44.16% |
$444K - $577K
|
21.5K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-17.1K- 2.23% |
$448K - $581K
|
752K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-17.2K- 27.7% |
$450K - $584K
|
44.9K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-17.3K- 69.09% |
$451K - $586K
|
7.72K
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-17.4K- 65.35% |
$454K - $590K
|
9.21K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.4K- 18.8% |
$455K - $592K
|
75.3K
$1.87M
|