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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 0.44% |
$915 - $1.19K
|
7.97K
$206K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35+ 1.14% |
$915 - $1.19K
|
3.1K
$80.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
31+ 2.05% |
$810 - $1.05K
|
1.54K
$39.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
27+ 0.17% |
$706 - $916
|
16.4K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
27+ 1.32% |
$706 - $916
|
2.07K
$53.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
24+ 0.11% |
$627 - $815
|
21.6K
$557K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
23+ 0.31% |
$601 - $781
|
7.41K
$191K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.11% |
$575 - $747
|
19.6K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
21+ 0.08% |
$549 - $713
|
26.1K
$674K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
19+ 0.29% |
$496 - $645
|
6.58K
$170K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.17% |
$470 - $611
|
10.5K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
18+ 1.39% |
$470 - $611
|
1.32K
$34K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 1.07% |
$444 - $577
|
1.6K
$41.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
16+ 3.72% |
$418 - $543
|
446
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16+ 1.35% |
$418 - $543
|
1.2K
$30.9K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16+ 1.35% |
$418 - $543
|
1.2K
$30.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
15+ 0.06% |
$392 - $509
|
26.6K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.17% |
$392 - $509
|
9K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$340 - $441
|
13
$336
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
12+ 0.17% |
$314 - $407
|
7.18K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12+ 0.16% |
$314 - $407
|
7.42K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.01% |
$261 - $339
|
176K
$4.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
10+ 0.06% |
$261 - $339
|
15.4K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 1.09% |
$235 - $305
|
831
$21.5K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.12% |
$235 - $305
|
7.74K
$200K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
6+ 7.5% |
$157 - $204
|
86
$2.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.45% |
$157 - $204
|
1.35K
$34.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.13% |
$131 - $170
|
3.87K
$99.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.03% |
$131 - $170
|
16K
$412K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.03% |
$131 - $170
|
18.2K
$469K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 0.91% |
$105 - $136
|
445
$11.5K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 0.31% |
$105 - $136
|
1.29K
$33.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 1.3% |
$78.4 - $102
|
233
$6.02K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$78.4 - $102
|
16.3K
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$52.3 - $67.9
|
169K
$4.37M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.39% |
$52.3 - $67.9
|
511
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2+ 0.01% |
$52.3 - $67.9
|
32.3K
$835K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
9.5K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$26.1 - $33.9
|
262
$6.77K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
13K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$26.1 - $33.9
|
10.8K
$279K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$26.1 - $33.9
|
1
$25.8
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.62% |
$78.4 - $102
|
483
$12.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.08% |
$157 - $204
|
7.75K
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-8- 0.06% |
$209 - $272
|
13.3K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-13- 0.09% |
$340 - $441
|
15.1K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-14- 0.5% |
$366 - $475
|
2.77K
$71.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15- 0.18% |
$392 - $509
|
8.3K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-15- 0.07% |
$392 - $509
|
21.2K
$547K
|