Purchases and Sales Made in Q2 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
9.19KNew |
$232K - $272K
|
9.19K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 31.94% |
$231K - $271K
|
37.8K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.12K+ 54.49% |
$230K - $270K
|
25.8K
$691K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9.1KNew |
$230K - $269K
|
9.1K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.09K+ 6.83% |
$230K - $269K
|
142K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.02K+ 7.13% |
$228K - $267K
|
136K
$3.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.94K+ 35.22% |
$226K - $265K
|
34.3K
$917K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.91K+ 3.44% |
$225K - $264K
|
268K
$7.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8.9K+ 13.06% |
$225K - $263K
|
77.1K
$2.06M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
8.88KNew |
$224K - $263K
|
8.88K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.8K+ 6.78% |
$222K - $260K
|
138K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.77K+ 9.6% |
$222K - $260K
|
100K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.68K+ 33.46% |
$219K - $257K
|
34.6K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.67K+ 9.32% |
$219K - $257K
|
102K
$2.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
8.65KNew |
$218K - $256K
|
8.65K
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.64K+ 20.33% |
$218K - $256K
|
51.2K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.58K+ 7.75% |
$217K - $254K
|
119K
$3.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
8.57K+ 6.42% |
$216K - $254K
|
142K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
8.57KNew |
$216K - $254K
|
8.57K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
8.55K+ 12.71% |
$216K - $253K
|
75.8K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
8.54K+ 20.25% |
$216K - $253K
|
50.7K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
8.53KNew |
$216K - $253K
|
8.53K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
8.52K+ 12.76% |
$215K - $252K
|
75.3K
$2.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.51K+ 13.4% |
$215K - $252K
|
72.1K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.48K+ 7.36% |
$214K - $251K
|
124K
$3.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
8.45K+ 8.02% |
$214K - $250K
|
114K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.45K+ 2.7% |
$214K - $250K
|
321K
$8.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
8.45K+ 16.21% |
$213K - $250K
|
60.6K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.38K+ 3.19% |
$212K - $248K
|
271K
$7.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.37K+ 43.59% |
$211K - $248K
|
27.6K
$737K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.37KNew |
$211K - $248K
|
8.37K
$224K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.31KNew |
$210K - $246K
|
8.31K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.28K+ 26.86% |
$209K - $245K
|
39.1K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.28KNew |
$209K - $245K
|
8.28K
$221K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.24K+ 84.59% |
$208K - $244K
|
18K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
8.23K+ 4.25% |
$208K - $244K
|
202K
$5.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
8.22K+ 11.49% |
$208K - $243K
|
79.7K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.22K+ 14.33% |
$208K - $243K
|
65.6K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.2K+ 4.46% |
$207K - $243K
|
192K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
8.2K+ 12.48% |
$207K - $243K
|
73.8K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
8.12KNew |
$205K - $240K
|
8.12K
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8.08KNew |
$204K - $239K
|
8.08K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
8.07K+ 14.77% |
$204K - $239K
|
62.7K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.06KNew |
$204K - $239K
|
8.06K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8KNew |
$202K - $237K
|
8K
$214K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.96K+ 29.32% |
$201K - $235K
|
35.1K
$938K
|
|
|
Aug 09, 2024
Q2 2024
|
Bruce & Co., Inc.
Chicago, IL |
BUY
|
- |
7.9K+ 2.94% |
$200K - $234K
|
276K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.89KNew |
$199K - $234K
|
7.89K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.89KNew |
$199K - $233K
|
7.89K
$211K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
7.84K+ 8.94% |
$198K - $232K
|
95.5K
$2.55M
|