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 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.34K+ 3.21% |
$35K - $45.4K
|
43K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.33K+ 4.71% |
$34.7K - $45K
|
29.5K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 1.88% |
$34.1K - $44.3K
|
70.9K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.3K+ 24.02% |
$34K - $44.1K
|
6.71K
$173K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.3K+ 16.95% |
$33.9K - $44.1K
|
8.96K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.29KNew |
$33.7K - $43.8K
|
1.29K
$33.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.29K+ 5.25% |
$33.7K - $43.8K
|
25.9K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.29K+ 13.16% |
$33.6K - $43.6K
|
11.1K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
1.28K+ 9.34% |
$33.4K - $43.4K
|
15K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 17.94% |
$32.7K - $42.5K
|
8.23K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.24KNew |
$32.3K - $41.9K
|
1.24K
$31.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.23K+ 10.57% |
$32K - $41.6K
|
12.8K
$331K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.22K+ 10.19% |
$31.9K - $41.4K
|
13.2K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.22K+ 1.91% |
$31.8K - $41.3K
|
64.9K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.2K+ 11.11% |
$31.4K - $40.8K
|
12K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.2K+ 2.95% |
$31.4K - $40.7K
|
41.9K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.19K+ 11.02% |
$31.1K - $40.4K
|
12K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.18KNew |
$30.9K - $40.2K
|
1.18K
$30.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 3.22% |
$30.6K - $39.7K
|
37.5K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 6.1% |
$30.4K - $39.5K
|
20.2K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
1.14K+ 12.17% |
$29.8K - $38.7K
|
10.5K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.13K+ 5.88% |
$29.5K - $38.3K
|
20.3K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.11K+ 1.42% |
$28.9K - $37.6K
|
78.9K
$2.04M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.11KNew |
$28.9K - $37.6K
|
1.11K
$28.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1.09K+ 60.08% |
$28.6K - $37.1K
|
2.92K
$75.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.09K+ 2.18% |
$28.5K - $37K
|
51.1K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.06K+ 7.62% |
$27.8K - $36.1K
|
15K
$388K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.05KNew |
$27.5K - $35.8K
|
1.05K
$27.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.03K+ 3.09% |
$27K - $35.1K
|
34.5K
$892K
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.03K+ 4.02% |
$26.9K - $34.9K
|
26.6K
$687K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.03K+ 1.64% |
$26.8K - $34.8K
|
63.8K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.02K+ 1.24% |
$26.6K - $34.5K
|
83.3K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.02K+ 98.55% |
$26.5K - $34.5K
|
2.05K
$52.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.01K+ 8.8% |
$26.4K - $34.3K
|
12.5K
$323K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1K+ 5.56% |
$26.1K - $33.9K
|
19K
$490K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1K+ 26.01% |
$26.1K - $33.9K
|
4.85K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1K+ 0.98% |
$26.1K - $33.9K
|
103K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
1KNew |
$26.1K - $33.9K
|
1K
$25.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1K+ 10.0% |
$26.1K - $33.9K
|
11K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
978+ 7.06% |
$25.6K - $33.2K
|
14.8K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
973+ 2.2% |
$25.4K - $33K
|
45.2K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
970+ 4.78% |
$25.3K - $32.9K
|
21.2K
$549K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
970+ 11.61% |
$25.3K - $32.9K
|
9.32K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
968+ 3.93% |
$25.3K - $32.9K
|
25.6K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
957+ 2.75% |
$25K - $32.5K
|
35.8K
$924K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
945+ 3.82% |
$24.7K - $32.1K
|
25.7K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
945+ 10.61% |
$24.7K - $32.1K
|
9.85K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
944+ 8.52% |
$24.7K - $32K
|
12K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
944+ 15.08% |
$24.7K - $32K
|
7.21K
$186K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
932+ 1.62% |
$24.4K - $31.6K
|
58.6K
$1.51M
|