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 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-29.6K- 10.95% |
$773K - $1M
|
241K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-29.6K- 37.3% |
$775K - $1.01M
|
49.8K
$1.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-29.8K- 51.56% |
$780K - $1.01M
|
28K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30.2K- 7.96% |
$788K - $1.02M
|
349K
$8.65M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-30.2K- 6.34% |
$789K - $1.02M
|
446K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-30.6K- 19.62% |
$800K - $1.04M
|
125K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-31.3K- 4.93% |
$819K - $1.06M
|
604K
$15M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-31.7K- 45.96% |
$829K - $1.08M
|
37.3K
$925K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-32.2K- 34.64% |
$840K - $1.09M
|
60.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-32.3K- 49.36% |
$844K - $1.1M
|
33.1K
$821K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-32.4K- 1.67% |
$846K - $1.1M
|
1.9M
$47.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-32.4K- 4.51% |
$847K - $1.1M
|
686K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32.5K- 53.43% |
$849K - $1.1M
|
28.3K
$702K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-32.7K- 26.42% |
$854K - $1.11M
|
91K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-32.8K- 23.95% |
$857K - $1.11M
|
104K
$2.58M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33.1K- 8.3% |
$866K - $1.12M
|
366K
$9.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-34K- 54.49% |
$887K - $1.15M
|
28.4K
$703K
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-34K- 14.53% |
$888K - $1.15M
|
200K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-34K- 45.53% |
$889K - $1.15M
|
40.7K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-34.2K- 99.74% |
$893K - $1.16M
|
90
$2.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.4K- 3.58% |
$899K - $1.17M
|
927K
$23M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-34.5K- 4.37% |
$902K - $1.17M
|
755K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-34.9K- 6.73% |
$912K - $1.18M
|
483K
$12M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-34.9K- 34.2% |
$912K - $1.18M
|
67.1K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-35.2K- 93.55% |
$919K - $1.19M
|
2.43K
$60.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-35.4K- 14.2% |
$925K - $1.2M
|
214K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35.6K- 11.03% |
$931K - $1.21M
|
287K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35.7K- 20.87% |
$932K - $1.21M
|
135K
$3.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-35.7K- 5.78% |
$934K - $1.21M
|
583K
$14.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-36.1K- 51.12% |
$944K - $1.23M
|
34.5K
$857K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36.2K- 27.85% |
$946K - $1.23M
|
93.8K
$2.33M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36.7K- 24.85% |
$960K - $1.25M
|
111K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-36.8K- 97.57% |
$962K - $1.25M
|
916
$22.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-36.9K- 19.8% |
$963K - $1.25M
|
149K
$3.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-37.4K- 48.03% |
$976K - $1.27M
|
40.4K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-37.4KClosed |
$976K - $1.27M
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-37.5K- 58.87% |
$979K - $1.27M
|
26.2K
$649K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-37.8K- 61.74% |
$988K - $1.28M
|
23.4K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.9K- 5.14% |
$990K - $1.29M
|
699K
$17.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-37.9K- 67.75% |
$990K - $1.29M
|
18K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-38.4K- 7.87% |
$1M - $1.3M
|
450K
$11.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39.2K- 19.6% |
$1.02M - $1.33M
|
161K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-39.3K- 51.76% |
$1.03M - $1.34M
|
36.7K
$910K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-39.4K- 66.0% |
$1.03M - $1.34M
|
20.3K
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-39.5K- 17.86% |
$1.03M - $1.34M
|
182K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.8K- 17.95% |
$1.04M - $1.35M
|
182K
$4.51M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-39.8K- 21.35% |
$1.04M - $1.35M
|
147K
$3.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.8K- 19.62% |
$1.04M - $1.35M
|
163K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-40.6K- 5.48% |
$1.06M - $1.38M
|
701K
$17.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-40.6K- 26.71% |
$1.06M - $1.38M
|
112K
$2.77M
|