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 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
148+ 0.78% |
$3.87K - $5.02K
|
19.2K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
146+ 0.45% |
$3.81K - $4.96K
|
32.9K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
144+ 1.87% |
$3.76K - $4.89K
|
7.85K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
142+ 240.68% |
$3.71K - $4.82K
|
201
$5.19K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
140+ 0.44% |
$3.66K - $4.75K
|
32.3K
$833K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
140+ 11.49% |
$3.66K - $4.75K
|
1.36K
$35.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
137+ 0.95% |
$3.58K - $4.65K
|
14.6K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
130+ 0.67% |
$3.4K - $4.41K
|
19.7K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
125+ 0.57% |
$3.27K - $4.24K
|
22K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
121+ 1.33% |
$3.16K - $4.11K
|
9.21K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
112+ 0.82% |
$2.93K - $3.8K
|
13.8K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
107+ 1.14% |
$2.8K - $3.63K
|
9.45K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
105+ 8.5% |
$2.74K - $3.56K
|
1.34K
$34.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
101+ 0.63% |
$2.64K - $3.43K
|
16.2K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
101+ 1.35% |
$2.64K - $3.43K
|
7.59K
$196K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
100+ 1.21% |
$2.61K - $3.39K
|
8.38K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
100New |
$2.61K - $3.39K
|
100
$2.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
98+ 0.55% |
$2.56K - $3.33K
|
17.9K
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
97+ 0.22% |
$2.53K - $3.29K
|
44.5K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
96+ 0.93% |
$2.51K - $3.26K
|
10.4K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
96+ 0.69% |
$2.51K - $3.26K
|
14K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
91+ 1.14% |
$2.38K - $3.09K
|
8.08K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
86+ 1.27% |
$2.25K - $2.92K
|
6.85K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
84+ 0.07% |
$2.19K - $2.85K
|
113K
$2.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
79+ 0.9% |
$2.06K - $2.68K
|
8.86K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
78+ 0.45% |
$2.04K - $2.65K
|
17.5K
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
78+ 4.58% |
$2.04K - $2.65K
|
1.78K
$46K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
78+ 1.21% |
$2.04K - $2.65K
|
6.5K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
75+ 1.03% |
$1.96K - $2.55K
|
7.34K
$190K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
72+ 0.07% |
$1.88K - $2.44K
|
103K
$2.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
69+ 0.36% |
$1.8K - $2.34K
|
19K
$492K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
69+ 1.36% |
$1.8K - $2.34K
|
5.14K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
65+ 0.63% |
$1.7K - $2.21K
|
10.3K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
64+ 0.17% |
$1.67K - $2.17K
|
37.7K
$975K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
60+ 0.86% |
$1.57K - $2.04K
|
7.02K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
59+ 1.4% |
$1.54K - $2K
|
4.26K
$110K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
58+ 0.63% |
$1.52K - $1.97K
|
9.27K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
57+ 0.75% |
$1.49K - $1.93K
|
7.65K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
57+ 0.59% |
$1.49K - $1.93K
|
9.77K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
54+ 0.09% |
$1.41K - $1.83K
|
60.6K
$1.57M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54+ 4.75% |
$1.41K - $1.83K
|
1.19K
$30.8K
|
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
53New |
$1.38K - $1.8K
|
53
$1.37K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
51+ 0.48% |
$1.33K - $1.73K
|
10.6K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
48+ 0.03% |
$1.25K - $1.63K
|
183K
$4.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47+ 0.71% |
$1.23K - $1.6K
|
6.71K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 0.15% |
$1.18K - $1.53K
|
29.1K
$752K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
43+ 0.32% |
$1.12K - $1.46K
|
13.3K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
42+ 0.17% |
$1.1K - $1.43K
|
25.3K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
42+ 262.5% |
$1.1K - $1.43K
|
58
$1.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39+ 1.37% |
$1.02K - $1.32K
|
2.88K
$74.5K
|