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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.2K+ 191.98% |
$403K - $491K
|
24.7K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
15.9KNew |
$393K - $479K
|
15.9K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
15.2KNew |
$377K - $459K
|
15.2K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15.2K+ 27.07% |
$377K - $459K
|
71.4K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
15.2K+ 23.65% |
$377K - $459K
|
79.4K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.2K+ 12.89% |
$376K - $458K
|
133K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
15KNew |
$372K - $453K
|
15K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
15KNew |
$372K - $453K
|
15K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14.9KNew |
$370K - $450K
|
14.9K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.8KNew |
$366K - $446K
|
14.8K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
14.5K+ 209.02% |
$360K - $439K
|
21.5K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 19.16% |
$353K - $430K
|
88.5K
$2.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
14.1K+ 76.16% |
$350K - $426K
|
32.6K
$863K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13.9K+ 107.41% |
$345K - $420K
|
26.8K
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
13.8K+ 4.51% |
$341K - $415K
|
319K
$8.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
13.6KNew |
$338K - $412K
|
13.6K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.6K+ 9.01% |
$337K - $410K
|
164K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
13.5K+ 1.67% |
$334K - $407K
|
818K
$21.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
13.3KNew |
$330K - $402K
|
13.3K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
13.3KNew |
$330K - $402K
|
13.3K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.2KNew |
$328K - $399K
|
13.2K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
12.9K+ 6.59% |
$319K - $389K
|
208K
$5.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7K+ 6.51% |
$316K - $384K
|
208K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
12.6K+ 252.96% |
$313K - $382K
|
17.6K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
12.5K+ 3.82% |
$311K - $379K
|
341K
$9.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.5KNew |
$309K - $376K
|
12.5K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.3K+ 150.88% |
$306K - $372K
|
20.5K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
12.2KNew |
$302K - $368K
|
12.2K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$292K - $355K
|
11.8K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.7K+ 48.75% |
$291K - $354K
|
35.8K
$946K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.7K+ 10.24% |
$289K - $352K
|
126K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11.4KNew |
$284K - $345K
|
11.4K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11KNew |
$273K - $332K
|
11K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 4.62% |
$270K - $329K
|
246K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 11.37% |
$268K - $327K
|
106K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.5KNew |
$261K - $318K
|
10.5K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10.5K+ 6.56% |
$261K - $318K
|
171K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
10.3K+ 6.35% |
$257K - $312K
|
173K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
10KNew |
$249K - $303K
|
10K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10K+ 45.02% |
$248K - $302K
|
32.2K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9.96KNew |
$247K - $301K
|
9.96K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
9.96K+ 9.93% |
$247K - $301K
|
110K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.65K+ 23.11% |
$239K - $291K
|
51.4K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.57K+ 72.49% |
$237K - $289K
|
22.8K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
9.36K+ 15.19% |
$232K - $282K
|
71K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.34KNew |
$232K - $282K
|
9.34K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.24K+ 25.58% |
$229K - $279K
|
45.3K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
9.15KNew |
$227K - $276K
|
9.15K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
9.06KNew |
$225K - $274K
|
9.06K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
9.03KNew |
$224K - $273K
|
9.03K
$239K
|