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
|
Spinnaker Trust
|
BUY
|
- |
37.8K+ 78.27% |
$988K - $1.28M
|
86.2K
$2.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
37.6K+ 6.12% |
$983K - $1.28M
|
652K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
37.2K+ 9.29% |
$973K - $1.26M
|
438K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
37.1KNew |
$970K - $1.26M
|
37.1K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
36.3K+ 43.03% |
$949K - $1.23M
|
121K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36.3K+ 20.01% |
$949K - $1.23M
|
218K
$5.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.7K+ 292.57% |
$934K - $1.21M
|
47.9K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
35.7K+ 7.69% |
$932K - $1.21M
|
500K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
35.5KNew |
$927K - $1.2M
|
35.5K
$880K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
35.3K+ 8.68% |
$923K - $1.2M
|
442K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
35.1K+ 57.89% |
$916K - $1.19M
|
95.6K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Baker Bros. Advisors LP
New York, NY |
BUY
|
- |
35KNew |
$915K - $1.19M
|
35K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
34.9KNew |
$912K - $1.18M
|
34.9K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
34.8K+ 94.14% |
$910K - $1.18M
|
71.9K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
34.8K+ 35.77% |
$909K - $1.18M
|
132K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.8K+ 25.31% |
$909K - $1.18M
|
172K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
34.7KNew |
$907K - $1.18M
|
34.7K
$861K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
34.3KNew |
$897K - $1.16M
|
34.3K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
34.1K+ 259.49% |
$890K - $1.16M
|
47.2K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
34K+ 111.41% |
$887K - $1.15M
|
64.4K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
33.8KNew |
$884K - $1.15M
|
33.8K
$839K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
33.8KNew |
$883K - $1.15M
|
33.8K
$838K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
33.4KNew |
$873K - $1.13M
|
33.4K
$829K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
33.2K+ 33.0% |
$867K - $1.13M
|
134K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
33.1K+ 10.83% |
$864K - $1.12M
|
338K
$8.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
32.5K+ 35.13% |
$850K - $1.1M
|
125K
$3.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
32.3KNew |
$843K - $1.1M
|
32.3K
$800K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
32.2K+ 8.16% |
$841K - $1.09M
|
427K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
32.2K+ 20.87% |
$841K - $1.09M
|
186K
$4.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
32KNew |
$837K - $1.09M
|
32K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
32K+ 20.33% |
$836K - $1.09M
|
189K
$4.7M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
31.4KNew |
$821K - $1.07M
|
31.4K
$779K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
31.1KNew |
$813K - $1.06M
|
31.1K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
30.9K+ 69.72% |
$806K - $1.05M
|
75.1K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
30.1KNew |
$787K - $1.02M
|
30.1K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$784K - $1.02M
|
30K
$744K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
29.5KNew |
$771K - $1M
|
29.5K
$731K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
29.5KNew |
$770K - $1M
|
29.5K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29K+ 1.62% |
$758K - $984K
|
1.81M
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
29K+ 20.97% |
$758K - $984K
|
167K
$4.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.8K+ 113.12% |
$754K - $979K
|
54.3K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
28.8K+ 81.2% |
$751K - $976K
|
64.2K
$1.59M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28.5KNew |
$745K - $968K
|
28.5K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.5K+ 5.19% |
$745K - $968K
|
578K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
28.3KNew |
$740K - $962K
|
28.3K
$703K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
27.9KNew |
$728K - $946K
|
27.9K
$691K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27.9KNew |
$728K - $945K
|
27.9K
$691K
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
27.5KNew |
$719K - $933K
|
27.5K
$682K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
27.5K+ 6.33% |
$718K - $933K
|
462K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
27.3KNew |
$714K - $928K
|
27.3K
$678K
|