Purchases and Sales Made in Q4 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2023. 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 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.9K+ 3.34% |
$102K - $133K
|
121K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$102K - $132K
|
3.9K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.89K+ 19.67% |
$102K - $132K
|
23.7K
$611K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.8K+ 14.0% |
$99.3K - $129K
|
30.9K
$799K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.77K+ 24.97% |
$98.4K - $128K
|
18.8K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.75K+ 39.59% |
$98K - $127K
|
13.2K
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3.67KNew |
$95.8K - $124K
|
3.67K
$94.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.67K+ 28.68% |
$95.8K - $124K
|
16.4K
$425K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.66K+ 1.28% |
$95.5K - $124K
|
290K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.63K+ 1.03% |
$94.7K - $123K
|
355K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
3.54K+ 10.3% |
$92.5K - $120K
|
37.9K
$979K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
3.54K+ 19.95% |
$92.4K - $120K
|
21.3K
$549K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.51K+ 24.15% |
$91.7K - $119K
|
18K
$466K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.49K+ 100.0% |
$91.1K - $118K
|
6.97K
$180K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.42K+ 8.26% |
$89.4K - $116K
|
44.8K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.42K+ 2.9% |
$89.3K - $116K
|
121K
$3.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.41K+ 6.28% |
$89.2K - $116K
|
57.8K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3.39K+ 6.38% |
$88.7K - $115K
|
56.6K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.39KNew |
$88.6K - $115K
|
3.39K
$87.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.39KNew |
$88.6K - $115K
|
3.39K
$87.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.38KNew |
$88.3K - $115K
|
3.38K
$87.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.35K+ 3.7% |
$87.5K - $114K
|
93.8K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.34K+ 3.84% |
$87.3K - $113K
|
90.4K
$2.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
3.27K+ 26.58% |
$85.4K - $111K
|
15.6K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.26K+ 0.64% |
$85.3K - $111K
|
512K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.22K+ 18.78% |
$84.2K - $109K
|
20.4K
$526K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.22KNew |
$84.1K - $109K
|
3.22K
$83.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.19K+ 11.9% |
$83.4K - $108K
|
30K
$775K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.18K+ 5.16% |
$83K - $108K
|
64.7K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.17K+ 10.99% |
$82.7K - $107K
|
32K
$826K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
3.13K+ 6.54% |
$81.7K - $106K
|
50.9K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.1K+ 8.15% |
$81K - $105K
|
41.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.06K+ 1.62% |
$79.9K - $104K
|
192K
$4.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.05K+ 7.25% |
$79.7K - $104K
|
45.1K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.04K+ 21.66% |
$79.5K - $103K
|
17.1K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.04KNew |
$79.4K - $103K
|
3.04K
$78.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.02K+ 20.98% |
$78.8K - $102K
|
17.4K
$449K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
3K+ 46.07% |
$78.4K - $102K
|
9.51K
$246K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3KNew |
$78.3K - $102K
|
3K
$77.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.98K+ 5.56% |
$77.9K - $101K
|
56.6K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 2.51% |
$77.1K - $100K
|
121K
$3.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.95K+ 6.22% |
$77K - $100K
|
50.3K
$1.3M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94KNew |
$76.9K - $99.9K
|
2.94K
$76K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.91KNew |
$76K - $98.7K
|
2.91K
$75.1K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.9KNew |
$75.9K - $98.5K
|
2.9K
$75K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.9K+ 8.85% |
$75.7K - $98.4K
|
35.6K
$921K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.89K+ 1.69% |
$75.5K - $98K
|
174K
$4.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.88K+ 812.11% |
$75.3K - $97.8K
|
3.24K
$83.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.81K+ 5.99% |
$73.4K - $95.3K
|
49.7K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.8K+ 1.96% |
$73.2K - $95.1K
|
146K
$3.77M
|