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 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
434+ 5.03% |
$11K - $12.8K
|
9.06K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
428+ 1.14% |
$10.8K - $12.7K
|
37.9K
$988K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
425+ 2.33% |
$10.7K - $12.6K
|
18.7K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
412+ 1.71% |
$10.4K - $12.2K
|
24.6K
$641K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
411+ 7.18% |
$10.4K - $12.2K
|
6.13K
$160K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
400+ 0.62% |
$10.1K - $11.8K
|
64.9K
$1.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
400+ 0.69% |
$10.1K - $11.8K
|
58.3K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
400+ 1.54% |
$10.1K - $11.8K
|
26.3K
$687K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
390+ 3.2% |
$9.85K - $11.5K
|
12.6K
$328K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
386+ 1.48% |
$9.75K - $11.4K
|
26.5K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
381+ 3.77% |
$9.62K - $11.3K
|
10.5K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
377+ 0.87% |
$9.52K - $11.2K
|
43.5K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
372+ 4.57% |
$9.4K - $11K
|
8.5K
$222K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
370New |
$9.35K - $11K
|
370
$9.65K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
369+ 0.79% |
$9.32K - $10.9K
|
46.8K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
368+ 2.27% |
$9.3K - $10.9K
|
16.6K
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
360+ 1.45% |
$9.09K - $10.7K
|
25.2K
$657K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
360+ 1.65% |
$9.09K - $10.7K
|
22.2K
$579K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
355+ 0.85% |
$8.97K - $10.5K
|
42.2K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
353+ 0.61% |
$8.92K - $10.4K
|
58.3K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
346New |
$8.74K - $10.2K
|
346
$9.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
343+ 10.39% |
$8.66K - $10.2K
|
3.64K
$95.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
342+ 1.32% |
$8.64K - $10.1K
|
26.3K
$686K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
342+ 7.33% |
$8.64K - $10.1K
|
5.01K
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
340+ 3.41% |
$8.59K - $10.1K
|
10.3K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
335New |
$8.46K - $9.92K
|
335
$8.74K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
332+ 0.88% |
$8.39K - $9.83K
|
38.2K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323+ 2.43% |
$8.16K - $9.56K
|
13.6K
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
316+ 3.1% |
$7.98K - $9.35K
|
10.5K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
316+ 0.53% |
$7.98K - $9.35K
|
60K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
316+ 2.81% |
$7.98K - $9.35K
|
11.6K
$302K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
315+ 2.39% |
$7.96K - $9.32K
|
13.5K
$353K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
314+ 2.32% |
$7.93K - $9.29K
|
13.9K
$362K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
313New |
$7.91K - $9.26K
|
313
$8.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
310+ 3.67% |
$7.83K - $9.18K
|
8.76K
$228K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
307+ 2.91% |
$7.75K - $9.09K
|
10.8K
$283K
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
303+ 3.56% |
$7.65K - $8.97K
|
8.82K
$230K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
301+ 1.88% |
$7.6K - $8.91K
|
16.3K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
300+ 10.87% |
$7.58K - $8.88K
|
3.06K
$79.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
300+ 0.52% |
$7.58K - $8.88K
|
57.4K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
298+ 2.48% |
$7.53K - $8.82K
|
12.3K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
296+ 3.82% |
$7.48K - $8.76K
|
8.04K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
294+ 0.31% |
$7.43K - $8.7K
|
95.8K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
293+ 91.85% |
$7.4K - $8.67K
|
612
$16K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
287+ 3.55% |
$7.25K - $8.5K
|
8.36K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
286+ 1.65% |
$7.22K - $8.47K
|
17.6K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
285+ 2.35% |
$7.2K - $8.44K
|
12.4K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 1.19% |
$6.95K - $8.14K
|
23.4K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
271+ 6.24% |
$6.85K - $8.02K
|
4.61K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
266+ 2.84% |
$6.72K - $7.87K
|
9.64K
$252K
|