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 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-101- 0.98% |
$2.64K - $3.43K
|
10.2K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-107- 0.28% |
$2.8K - $3.63K
|
38.2K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-111- 0.32% |
$2.9K - $3.77K
|
34.3K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-112- 1.56% |
$2.93K - $3.8K
|
7.06K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-116- 1.18% |
$3.03K - $3.94K
|
9.74K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-128- 7.09% |
$3.34K - $4.34K
|
1.68K
$43.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-133- 4.81% |
$3.48K - $4.51K
|
2.63K
$68K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-134- 0.92% |
$3.5K - $4.55K
|
14.4K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 41.07% |
$3.61K - $4.68K
|
198
$5.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-142- 0.9% |
$3.71K - $4.82K
|
15.6K
$402K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-148- 1.1% |
$3.87K - $5.02K
|
13.3K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-149- 1.45% |
$3.89K - $5.06K
|
10.1K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-150- 0.48% |
$3.92K - $5.09K
|
30.8K
$795K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-151- 1.72% |
$3.95K - $5.12K
|
8.61K
$222K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-152- 6.69% |
$3.97K - $5.16K
|
2.12K
$54.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-154- 1.47% |
$4.02K - $5.23K
|
10.3K
$266K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-155- 0.59% |
$4.05K - $5.26K
|
26.3K
$678K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-155- 0.3% |
$4.05K - $5.26K
|
52.1K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-165- 7.36% |
$4.31K - $5.6K
|
2.08K
$53.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-165- 1.01% |
$4.31K - $5.6K
|
16.2K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-165- 1.52% |
$4.31K - $5.6K
|
10.7K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-167- 0.26% |
$4.36K - $5.67K
|
63.7K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-167- 5.2% |
$4.36K - $5.67K
|
3.05K
$78.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-168- 21.85% |
$4.39K - $5.7K
|
601
$15.5K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-171- 22.44% |
$4.47K - $5.8K
|
591
$15.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-174- 0.65% |
$4.55K - $5.91K
|
26.6K
$688K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-177- 0.18% |
$4.63K - $6.01K
|
97.5K
$2.52M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-182- 1.18% |
$4.76K - $6.18K
|
15.2K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-182- 1.68% |
$4.76K - $6.18K
|
10.7K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-183- 0.01% |
$4.78K - $6.21K
|
1.51M
$38.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-185- 0.84% |
$4.83K - $6.28K
|
22K
$567K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-187- 0.94% |
$4.89K - $6.35K
|
19.6K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-190- 1.66% |
$4.96K - $6.45K
|
11.3K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-191- 1.64% |
$4.99K - $6.48K
|
11.5K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-193- 0.18% |
$5.04K - $6.55K
|
105K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-194- 2.51% |
$5.07K - $6.58K
|
7.54K
$195K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-195- 0.64% |
$5.1K - $6.62K
|
30.2K
$779K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-199- 1.45% |
$5.2K - $6.75K
|
13.6K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 1.2% |
$5.2K - $6.75K
|
16.3K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 4.7% |
$5.23K - $6.79K
|
4.05K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-200- 9.64% |
$5.23K - $6.79K
|
1.87K
$48.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-201- 0.14% |
$5.25K - $6.82K
|
145K
$3.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-205- 1.92% |
$5.36K - $6.96K
|
10.5K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-209- 0.73% |
$5.46K - $7.09K
|
28.2K
$730K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-209- 2.09% |
$5.46K - $7.09K
|
9.8K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-210- 0.51% |
$5.49K - $7.13K
|
40.6K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-210- 4.44% |
$5.49K - $7.13K
|
4.52K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-218- 1.07% |
$5.7K - $7.4K
|
20.1K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-218- 0.86% |
$5.7K - $7.4K
|
25.1K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-219- 2.38% |
$5.72K - $7.43K
|
8.97K
$232K
|