Purchases and Sales Made in Q1 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.08K- 6.34% |
$157K - $181K
|
89.9K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6.11K- 16.11% |
$158K - $182K
|
31.8K
$717K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-6.18K- 0.45% |
$160K - $184K
|
1.36M
$30.5M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.21K- 4.88% |
$161K - $185K
|
121K
$2.73M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6.29K- 9.53% |
$163K - $187K
|
59.7K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.29K- 0.58% |
$163K - $187K
|
1.07M
$24.1M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-6.3K- 21.02% |
$163K - $187K
|
23.7K
$533K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.31K- 2.2% |
$163K - $188K
|
281K
$6.32M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.34K- 9.82% |
$164K - $189K
|
58.3K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.36K- 17.34% |
$165K - $189K
|
30.3K
$683K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-6.37K- 9.68% |
$165K - $189K
|
59.4K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.38K- 6.52% |
$165K - $190K
|
91.5K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-6.41K- 2.86% |
$166K - $191K
|
218K
$4.91M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-6.44K- 36.73% |
$167K - $191K
|
11.1K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-6.44K- 3.09% |
$167K - $191K
|
202K
$4.55M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-6.44K- 4.75% |
$167K - $191K
|
129K
$2.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.44K- 10.5% |
$167K - $192K
|
54.9K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-6.46K- 5.35% |
$167K - $192K
|
114K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6.52K- 12.28% |
$169K - $194K
|
46.6K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.53K- 18.72% |
$169K - $194K
|
28.3K
$638K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.54K- 20.8% |
$169K - $194K
|
24.9K
$561K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-6.58K- 75.9% |
$170K - $196K
|
2.09K
$47.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-6.62K- 9.58% |
$171K - $197K
|
62.4K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.62K- 22.34% |
$171K - $197K
|
23K
$518K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.63K- 5.7% |
$172K - $197K
|
110K
$2.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-6.68K- 11.66% |
$173K - $199K
|
50.6K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-6.74K- 15.31% |
$174K - $200K
|
37.3K
$839K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.77K- 12.47% |
$175K - $201K
|
47.6K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-6.8K- 20.11% |
$176K - $202K
|
27K
$609K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.82K- 19.93% |
$176K - $203K
|
27.4K
$617K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.87K- 6.53% |
$178K - $204K
|
98.3K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.89K- 8.98% |
$178K - $205K
|
69.9K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.96K- 1.15% |
$180K - $207K
|
597K
$13.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-6.98K- 20.51% |
$181K - $207K
|
27.1K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.98K- 45.22% |
$181K - $208K
|
8.46K
$191K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-6.99K- 42.15% |
$181K - $208K
|
9.59K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-7K- 12.21% |
$181K - $208K
|
50.3K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7K- 4.07% |
$181K - $208K
|
165K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.05K- 8.59% |
$182K - $209K
|
74.9K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7.05K- 45.15% |
$183K - $210K
|
8.57K
$193K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.09KClosed |
$184K - $211K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.15K- 3.03% |
$185K - $213K
|
229K
$5.16M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.16K- 12.61% |
$185K - $213K
|
49.7K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.36K- 14.4% |
$191K - $219K
|
43.8K
$986K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-7.37KClosed |
$191K - $219K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.38K- 43.49% |
$191K - $219K
|
9.59K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-7.42K- 22.17% |
$192K - $220K
|
26K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.42K- 16.71% |
$192K - $221K
|
37K
$834K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 5.61% |
$194K - $223K
|
126K
$2.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.49K- 20.23% |
$194K - $223K
|
29.5K
$666K
|