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 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-965- 91.99% |
$25.2K - $32.8K
|
84
$2.17K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-966- 6.66% |
$25.2K - $32.8K
|
13.5K
$350K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-967- 4.1% |
$25.3K - $32.8K
|
22.6K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-984- 5.11% |
$25.7K - $33.4K
|
18.3K
$472K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-990- 10.76% |
$25.9K - $33.6K
|
8.21K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-994- 9.28% |
$26K - $33.7K
|
9.72K
$251K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-994- 3.76% |
$26K - $33.7K
|
25.5K
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-999- 11.84% |
$26.1K - $33.9K
|
7.44K
$192K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1K- 10.29% |
$26.1K - $33.9K
|
8.72K
$225K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1K- 2.69% |
$26.1K - $33.9K
|
36.2K
$935K
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-1K- 0.71% |
$26.1K - $33.9K
|
141K
$3.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 10.77% |
$26.1K - $33.9K
|
8.29K
$214K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1K- 5.17% |
$26.1K - $33.9K
|
18.3K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.01K- 8.02% |
$26.3K - $34.1K
|
11.5K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01K- 4.53% |
$26.3K - $34.2K
|
21.3K
$549K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.01K- 6.65% |
$26.4K - $34.3K
|
14.2K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.01K- 9.39% |
$26.4K - $34.3K
|
9.75K
$252K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.01K- 2.34% |
$26.4K - $34.3K
|
42.2K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.01K- 5.4% |
$26.5K - $34.4K
|
17.7K
$458K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.02K- 4.55% |
$26.6K - $34.6K
|
21.4K
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.02K- 4.89% |
$26.7K - $34.7K
|
19.9K
$514K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.03K- 11.33% |
$26.9K - $35K
|
8.06K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.04K- 8.87% |
$27.3K - $35.4K
|
10.7K
$277K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.05K- 15.6% |
$27.4K - $35.6K
|
5.68K
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.05K- 3.48% |
$27.4K - $35.6K
|
29.1K
$752K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.06K- 76.47% |
$27.6K - $35.8K
|
325
$8.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.06K- 6.15% |
$27.6K - $35.9K
|
16.1K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.06K- 8.49% |
$27.7K - $35.9K
|
11.4K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.08K- 4.18% |
$28.2K - $36.6K
|
24.7K
$638K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.08K- 1.56% |
$28.2K - $36.6K
|
67.9K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.09K- 5.15% |
$28.4K - $36.9K
|
20K
$517K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.09K- 11.82% |
$28.5K - $37.1K
|
8.14K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-1.09K- 0.71% |
$28.5K - $37.1K
|
152K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.11K- 11.51% |
$29K - $37.6K
|
8.52K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.13K- 1.53% |
$29.4K - $38.2K
|
72.3K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.13K- 8.81% |
$29.4K - $38.2K
|
11.6K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.13K- 12.22% |
$29.6K - $38.4K
|
8.13K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.14K- 4.16% |
$29.7K - $38.5K
|
26.1K
$675K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.14K- 20.18% |
$29.9K - $38.8K
|
4.53K
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.15K- 2.76% |
$30K - $39K
|
40.4K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.15K- 4.16% |
$30K - $39K
|
26.5K
$684K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.15K- 10.12% |
$30.1K - $39.1K
|
10.2K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.16K- 1.65% |
$30.3K - $39.3K
|
69K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.17K- 0.72% |
$30.5K - $39.6K
|
162K
$4.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.18K- 2.59% |
$30.7K - $39.9K
|
44.2K
$1.14M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.19K- 1.55% |
$31K - $40.2K
|
75.5K
$1.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.19K- 7.98% |
$31K - $40.3K
|
13.7K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.19K- 3.3% |
$31.1K - $40.4K
|
34.8K
$899K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.19K- 15.59% |
$31.1K - $40.4K
|
6.45K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-1.19K- 8.23% |
$31.1K - $40.4K
|
13.3K
$343K
|