Purchases and Sales Made in Q4 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2024. 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, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.82KNew |
$144K - $176K
|
5.82K
$131K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.8K+ 24.08% |
$144K - $175K
|
29.9K
$673K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.76K+ 60.41% |
$143K - $174K
|
15.3K
$344K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.7K+ 2.9% |
$141K - $172K
|
202K
$4.56M
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
5.67K+ 67.26% |
$141K - $171K
|
14.1K
$318K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.63K+ 6.35% |
$140K - $170K
|
94.3K
$2.12M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.56K+ 49.94% |
$138K - $168K
|
16.7K
$376K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.5K+ 36.86% |
$136K - $166K
|
20.4K
$460K
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.46K+ 22.15% |
$135K - $165K
|
30.1K
$679K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.36K+ 17.65% |
$133K - $162K
|
35.7K
$805K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.35K+ 15.52% |
$133K - $161K
|
39.8K
$897K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.33K+ 2.36% |
$132K - $161K
|
231K
$5.21M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.33K+ 18.07% |
$132K - $161K
|
34.8K
$785K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.32KNew |
$132K - $161K
|
5.32K
$120K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.31K+ 26.63% |
$132K - $160K
|
25.3K
$569K
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.31K+ 6.44% |
$132K - $160K
|
87.8K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
5.31K+ 15.98% |
$132K - $160K
|
38.5K
$867K
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
5.3K+ 3.39% |
$131K - $160K
|
162K
$3.64M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
5.28KNew |
$131K - $159K
|
5.28K
$119K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.21K+ 11.24% |
$129K - $157K
|
51.6K
$1.16M
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.17K+ 7.66% |
$128K - $156K
|
72.7K
$1.64M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.16K+ 0.51% |
$128K - $156K
|
1.02M
$22.9M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.16K+ 2.56% |
$128K - $156K
|
206K
$4.65M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.15KNew |
$128K - $155K
|
5.15K
$116K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.1K+ 24.32% |
$126K - $154K
|
26.1K
$587K
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
5.1K+ 45.95% |
$126K - $154K
|
16.2K
$365K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.09K+ 34.59% |
$126K - $154K
|
19.8K
$446K
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
5.07K+ 20.61% |
$126K - $153K
|
29.7K
$668K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
5.06K+ 14.63% |
$126K - $153K
|
39.7K
$893K
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.04K+ 8.66% |
$125K - $152K
|
63.2K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.99K+ 26.12% |
$124K - $151K
|
24.1K
$543K
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.97K+ 9.01% |
$123K - $150K
|
60.2K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.9K+ 17.97% |
$122K - $148K
|
32.2K
$725K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.86K+ 23.14% |
$121K - $147K
|
25.9K
$583K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
4.85KNew |
$120K - $146K
|
4.85K
$109K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.81KNew |
$119K - $145K
|
4.81K
$108K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.81K+ 15.4% |
$119K - $145K
|
36K
$811K
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
4.63K+ 0.79% |
$115K - $140K
|
594K
$13.4M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.58K+ 2.61% |
$114K - $138K
|
180K
$4.06M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.52K+ 17.53% |
$112K - $136K
|
30.3K
$682K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.51K+ 29.64% |
$112K - $136K
|
19.7K
$444K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.48K+ 5.75% |
$111K - $135K
|
82.4K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.47K+ 14.28% |
$111K - $135K
|
35.8K
$806K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.42K+ 39.4% |
$110K - $133K
|
15.6K
$352K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
4.4K+ 11.78% |
$109K - $133K
|
41.7K
$941K
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
4.4K+ 15.85% |
$109K - $133K
|
32.1K
$724K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.29K+ 40.7% |
$106K - $130K
|
14.8K
$334K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.29K+ 28.84% |
$106K - $129K
|
19.1K
$431K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.28KNew |
$106K - $129K
|
4.28K
$96.5K
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.26K+ 6.15% |
$106K - $129K
|
73.6K
$1.66M
|