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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.43K- 6.99% |
$37.3K - $48.5K
|
19K
$500K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.43K- 24.83% |
$37.4K - $48.6K
|
4.34K
$114K
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.44K- 4.73% |
$37.5K - $48.7K
|
28.9K
$760K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.45K- 9.01% |
$38K - $49.3K
|
14.7K
$386K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.45K- 16.44% |
$38K - $49.3K
|
7.39K
$194K
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.48K- 17.04% |
$38.8K - $50.3K
|
7.22K
$190K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.49K- 9.64% |
$38.8K - $50.4K
|
13.9K
$366K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.49K- 5.65% |
$38.8K - $50.4K
|
24.8K
$653K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.49K- 3.63% |
$39K - $50.7K
|
39.7K
$1.04M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.49K- 13.18% |
$39K - $50.7K
|
9.84K
$259K
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.5K- 1.62% |
$39.2K - $50.9K
|
91.2K
$2.4M
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5K- 1.98% |
$39.2K - $50.9K
|
74.4K
$1.96M
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.5K- 6.2% |
$39.2K - $50.9K
|
22.7K
$597K
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.51K- 1.01% |
$39.3K - $51.1K
|
147K
$3.86M
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.52K- 15.98% |
$39.8K - $51.7K
|
8K
$210K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.53K- 4.04% |
$39.9K - $51.9K
|
36.3K
$955K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 54.47% |
$40K - $51.9K
|
1.28K
$33.6K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 2.43% |
$40K - $51.9K
|
61.4K
$1.61M
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.54K- 6.43% |
$40.3K - $52.3K
|
22.4K
$589K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.55K- 3.6% |
$40.5K - $52.6K
|
41.5K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 0.15% |
$40.7K - $52.9K
|
1.04M
$27.5M
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.56K- 13.52% |
$40.8K - $52.9K
|
9.98K
$263K
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.57K- 1.43% |
$41.1K - $53.4K
|
109K
$2.85M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 15.94% |
$41.3K - $53.6K
|
8.32K
$219K
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.59K- 8.57% |
$41.4K - $53.8K
|
16.9K
$445K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.6K- 4.66% |
$41.8K - $54.2K
|
32.7K
$860K
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.6K- 3.47% |
$41.8K - $54.3K
|
44.5K
$1.17M
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.6K- 5.43% |
$41.8K - $54.3K
|
27.9K
$733K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.6K- 3.26% |
$41.9K - $54.4K
|
47.6K
$1.25M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.61K- 1.3% |
$42K - $54.6K
|
122K
$3.22M
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 7.25% |
$42.7K - $55.5K
|
20.9K
$550K
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-1.64K- 13.4% |
$43K - $55.8K
|
10.6K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.65K- 14.19% |
$43K - $55.9K
|
9.96K
$262K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.65K- 34.58% |
$43.2K - $56.1K
|
3.13K
$82.2K
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.67K- 11.62% |
$43.7K - $56.7K
|
12.7K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 3.38% |
$44K - $57.2K
|
48.1K
$1.26M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.7K- 14.54% |
$44.4K - $57.7K
|
10K
$263K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.7K- 3.36% |
$44.5K - $57.8K
|
49K
$1.29M
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.71K- 16.11% |
$44.6K - $57.9K
|
8.88K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 1.94% |
$44.6K - $57.9K
|
86.3K
$2.27M
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.71K- 14.86% |
$44.7K - $58.1K
|
9.81K
$258K
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.71K- 5.92% |
$44.7K - $58.1K
|
27.2K
$716K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 6.55% |
$44.8K - $58.1K
|
24.5K
$643K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.71K- 2.99% |
$44.8K - $58.2K
|
55.6K
$1.46M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 11.59% |
$45.4K - $59K
|
13.3K
$349K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.74K- 4.56% |
$45.5K - $59.1K
|
36.4K
$957K
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.75K- 0.15% |
$45.6K - $59.3K
|
1.16M
$30.4M
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.75K- 4.31% |
$45.6K - $59.3K
|
38.8K
$1.02M
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-1.75K- 14.84% |
$45.8K - $59.5K
|
10.1K
$264K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.76K- 5.32% |
$45.9K - $59.6K
|
31.2K
$821K
|