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 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
21.5KNew |
$561K - $728K
|
21.5K
$521K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
21.4KNew |
$560K - $727K
|
21.4K
$520K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21.3K+ 42.6% |
$558K - $724K
|
71.4K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
21.1K+ 49.96% |
$552K - $717K
|
63.4K
$1.54M
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
21KNew |
$550K - $714K
|
21K
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
20.9KNew |
$545K - $708K
|
20.9K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 1047.57% |
$540K - $701K
|
22.6K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
20.7K+ 34.79% |
$540K - $701K
|
80K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
20.4K+ 4.33% |
$534K - $694K
|
493K
$12M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
20.2K+ 16.33% |
$528K - $686K
|
144K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
20.2KNew |
$527K - $684K
|
20.2K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
20.2K+ 73.41% |
$527K - $684K
|
47.6K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
20.1KNew |
$526K - $684K
|
20.1K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20.1K+ 19.82% |
$526K - $683K
|
122K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
20.1K+ 37.44% |
$524K - $681K
|
73.6K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
19.8K+ 6.49% |
$518K - $673K
|
326K
$7.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.7K+ 11.94% |
$515K - $669K
|
185K
$4.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
19.7KNew |
$515K - $669K
|
19.7K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.7K+ 48.67% |
$514K - $668K
|
60.1K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
19.5K+ 7.95% |
$511K - $663K
|
265K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
19.4K+ 8.21% |
$506K - $658K
|
256K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
19.4K+ 4.63% |
$506K - $657K
|
438K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$506K - $657K
|
19.4K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19.3KNew |
$504K - $655K
|
19.3K
$469K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19.2K+ 17.79% |
$501K - $651K
|
127K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.2KNew |
$500K - $650K
|
19.2K
$465K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
19.1KNew |
$500K - $649K
|
19.1K
$464K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
18.9K+ 199.32% |
$495K - $642K
|
28.4K
$690K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 6.34% |
$494K - $641K
|
317K
$7.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
18.8K+ 22.02% |
$492K - $640K
|
104K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
18.7K+ 13.46% |
$489K - $636K
|
158K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
18.7K+ 37.7% |
$488K - $633K
|
68.1K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18.6K+ 4.67% |
$486K - $632K
|
417K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.5K+ 21.34% |
$484K - $628K
|
105K
$2.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
18.5K+ 2.11% |
$483K - $628K
|
895K
$21.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
18.3K+ 91.5% |
$478K - $621K
|
38.3K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.1K+ 33.78% |
$473K - $615K
|
71.7K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
18KNew |
$471K - $611K
|
18K
$438K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18K+ 269.2% |
$471K - $611K
|
24.7K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
18KNew |
$470K - $611K
|
18K
$437K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18KNew |
$470K - $611K
|
18K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
17.8KNew |
$464K - $603K
|
17.8K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 23.68% |
$464K - $603K
|
92.7K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.6K+ 12.77% |
$461K - $598K
|
156K
$3.78M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
17.6K+ 21.41% |
$459K - $596K
|
99.6K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.4KNew |
$455K - $591K
|
17.4K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
17.4KNew |
$455K - $591K
|
17.4K
$423K
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
17.2K+ 3.03% |
$450K - $585K
|
585K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
17K+ 43.27% |
$444K - $577K
|
56.3K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.9K+ 12.73% |
$441K - $573K
|
149K
$3.63M
|