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 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-21.8K- 9.08% |
$569K - $739K
|
218K
$5.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-21.9K- 25.57% |
$572K - $743K
|
63.7K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-21.9K- 8.02% |
$572K - $743K
|
251K
$6.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-22.1K- 19.82% |
$577K - $750K
|
89.3K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22.2K- 15.59% |
$580K - $753K
|
120K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-22.7K- 3.78% |
$593K - $770K
|
577K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-23K- 23.2% |
$600K - $780K
|
76K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-23.5K- 33.87% |
$613K - $797K
|
45.8K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.5K- 19.48% |
$614K - $797K
|
97.1K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-23.7K- 2.73% |
$620K - $806K
|
844K
$20.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-23.8K- 16.97% |
$621K - $807K
|
116K
$2.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-23.8K- 19.33% |
$622K - $808K
|
99.3K
$2.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-23.8K- 35.96% |
$622K - $808K
|
42.4K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-23.8K- 17.53% |
$623K - $809K
|
112K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-23.9K- 29.98% |
$626K - $813K
|
55.9K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-24K- 15.27% |
$628K - $816K
|
133K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-24.1K- 9.77% |
$631K - $819K
|
223K
$5.53M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24.2K- 27.31% |
$633K - $822K
|
64.5K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-24.4K- 19.38% |
$638K - $829K
|
102K
$2.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-24.5K- 85.93% |
$639K - $830K
|
4.01K
$99.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-24.5K- 29.91% |
$639K - $830K
|
57.3K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-24.8K- 15.84% |
$648K - $842K
|
132K
$3.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.9K- 15.9% |
$650K - $845K
|
132K
$3.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-25.1K- 38.6% |
$656K - $852K
|
40K
$991K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-25.1K- 40.43% |
$657K - $853K
|
37K
$919K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-25.2K- 97.63% |
$660K - $857K
|
614
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25.8K- 1.85% |
$674K - $876K
|
1.37M
$34M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-25.8K- 43.15% |
$675K - $877K
|
34K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-26K- 4.31% |
$678K - $881K
|
577K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-26.1K- 34.36% |
$682K - $886K
|
49.9K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-26.2K- 4.95% |
$684K - $888K
|
503K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26.3K- 0.5% |
$687K - $892K
|
5.22M
$129M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-26.3K- 49.36% |
$687K - $892K
|
27K
$669K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26.4K- 18.68% |
$689K - $895K
|
115K
$2.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-26.4K- 16.18% |
$690K - $896K
|
137K
$3.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-26.8K- 41.95% |
$700K - $910K
|
37.1K
$920K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-26.8K- 48.74% |
$701K - $910K
|
28.2K
$699K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-26.9K- 18.58% |
$703K - $913K
|
118K
$2.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-27.6K- 3.83% |
$720K - $935K
|
691K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-27.6K- 69.58% |
$721K - $937K
|
12.1K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-27.6K- 27.23% |
$722K - $937K
|
73.8K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-27.9K- 46.68% |
$730K - $948K
|
31.9K
$791K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-28.2K- 61.64% |
$736K - $956K
|
17.5K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-28.3K- 12.15% |
$740K - $962K
|
205K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-28.5K- 36.01% |
$746K - $969K
|
50.7K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-28.6K- 21.06% |
$747K - $971K
|
107K
$2.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-28.9K- 7.99% |
$756K - $982K
|
333K
$8.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-29.1K- 16.29% |
$760K - $987K
|
150K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29.1K- 42.98% |
$761K - $989K
|
38.6K
$958K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-29.3K- 65.37% |
$766K - $994K
|
15.5K
$385K
|