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 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
208+ 1.7% |
$5.16K - $6.28K
|
12.4K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
207+ 5.65% |
$5.13K - $6.25K
|
3.87K
$87.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
201+ 1.35% |
$4.98K - $6.07K
|
15K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
200+ 5.81% |
$4.96K - $6.04K
|
3.64K
$82K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
200+ 0.6% |
$4.96K - $6.04K
|
33.7K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
200+ 0.31% |
$4.96K - $6.04K
|
64.4K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
200+ 0.8% |
$4.96K - $6.04K
|
25.1K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
200+ 1.04% |
$4.96K - $6.04K
|
19.5K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
199+ 1.61% |
$4.94K - $6.01K
|
12.6K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
197+ 0.72% |
$4.89K - $5.95K
|
27.5K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
194+ 1.17% |
$4.81K - $5.86K
|
16.8K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
194+ 2.54% |
$4.81K - $5.86K
|
7.82K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
193+ 0.19% |
$4.79K - $5.83K
|
99.2K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
188+ 26.07% |
$4.66K - $5.68K
|
909
$20.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
187+ 0.89% |
$4.64K - $5.65K
|
21.1K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
185New |
$4.59K - $5.59K
|
185
$4.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
183+ 2.47% |
$4.54K - $5.52K
|
7.6K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
182+ 1.69% |
$4.51K - $5.49K
|
11K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
179+ 1.61% |
$4.44K - $5.4K
|
11.3K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
179+ 1.11% |
$4.44K - $5.4K
|
16.3K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
176+ 0.44% |
$4.36K - $5.31K
|
40.2K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
172+ 10.42% |
$4.27K - $5.19K
|
1.82K
$41K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
171+ 1.17% |
$4.24K - $5.16K
|
14.8K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
171+ 9.87% |
$4.24K - $5.16K
|
1.9K
$42.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
171New |
$4.24K - $5.16K
|
171
$3.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
171New |
$4.24K - $5.16K
|
171
$3.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
170+ 0.92% |
$4.22K - $5.13K
|
18.7K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
163New |
$4.04K - $4.92K
|
163
$3.67K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
162New |
$4.02K - $4.89K
|
162
$3.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
154+ 5.36% |
$3.82K - $4.65K
|
3.03K
$68.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
153+ 0.74% |
$3.79K - $4.62K
|
20.9K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
152+ 2.59% |
$3.77K - $4.59K
|
6.03K
$136K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
151+ 5.32% |
$3.74K - $4.56K
|
2.99K
$67.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 0.31% |
$3.72K - $4.53K
|
48.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
150New |
$3.72K - $4.53K
|
150
$3.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
139+ 0.3% |
$3.45K - $4.2K
|
46.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
134+ 0.4% |
$3.32K - $4.05K
|
33.9K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
130New |
$3.22K - $3.92K
|
130
$2.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
127+ 1.55% |
$3.15K - $3.83K
|
8.33K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
126+ 0.92% |
$3.12K - $3.8K
|
13.8K
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
124+ 0.78% |
$3.08K - $3.74K
|
16K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
123+ 24.9% |
$3.05K - $3.71K
|
617
$13.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123New |
$3.05K - $3.71K
|
123
$2.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
120+ 0.81% |
$2.98K - $3.62K
|
15K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
113+ 0.23% |
$2.8K - $3.41K
|
50K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
108New |
$2.68K - $3.26K
|
108
$2.43K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
106+ 8.95% |
$2.63K - $3.2K
|
1.29K
$29.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
106+ 26.57% |
$2.63K - $3.2K
|
505
$11.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
105+ 0.37% |
$2.6K - $3.17K
|
28.7K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
104+ 0.72% |
$2.58K - $3.14K
|
14.6K
$330K
|