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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.17K- 1.22% |
$56.6K - $73.5K
|
175K
$4.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.18K- 18.14% |
$57K - $74.1K
|
9.85K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.19K- 6.83% |
$57.2K - $74.3K
|
29.9K
$804K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.19K- 2.56% |
$57.3K - $74.4K
|
83.4K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.21K- 11.24% |
$57.7K - $75K
|
17.4K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.22K- 4.79% |
$58K - $75.3K
|
44.1K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.22K- 13.59% |
$58.1K - $75.4K
|
14.1K
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.24K- 21.8% |
$58.4K - $75.9K
|
8.02K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.25K- 9.95% |
$58.7K - $76.3K
|
20.3K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.25K- 10.49% |
$58.8K - $76.4K
|
19.2K
$517K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.26K- 10.72% |
$59.1K - $76.7K
|
18.8K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.26K- 17.1% |
$59.1K - $76.8K
|
11K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.27K- 3.3% |
$59.2K - $76.9K
|
66.5K
$1.79M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.27K- 3.4% |
$59.3K - $77K
|
64.5K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.29K- 8.62% |
$59.9K - $77.8K
|
24.3K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.29K- 33.11% |
$59.9K - $77.8K
|
4.63K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.3K- 2.4% |
$60.1K - $78.1K
|
93.3K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.31K- 4.77% |
$60.3K - $78.4K
|
46.1K
$1.24M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.32K- 4.57% |
$60.7K - $78.8K
|
48.5K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.33K- 23.23% |
$60.9K - $79.1K
|
7.7K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-2.33K- 1.66% |
$61K - $79.2K
|
139K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.35K- 4.62% |
$61.4K - $79.7K
|
48.5K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2.35K- 7.69% |
$61.4K - $79.8K
|
28.2K
$759K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.35K- 2.53% |
$61.5K - $79.8K
|
90.5K
$2.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.36K- 14.32% |
$61.5K - $79.9K
|
14.1K
$379K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.36K- 1.66% |
$61.7K - $80.2K
|
140K
$3.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.37K- 8.12% |
$62K - $80.5K
|
26.8K
$722K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 11.56% |
$62.1K - $80.7K
|
18.2K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.38K- 40.89% |
$62.2K - $80.8K
|
3.44K
$92.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.39K- 21.73% |
$62.5K - $81.2K
|
8.62K
$232K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.42K- 32.13% |
$63.2K - $82K
|
5.11K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.42K- 19.33% |
$63.2K - $82.1K
|
10.1K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 6.64% |
$63.5K - $82.5K
|
34.2K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.43K- 2.11% |
$63.5K - $82.5K
|
113K
$3.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.44K- 5.96% |
$63.6K - $82.6K
|
38.4K
$1.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.45K- 3.72% |
$63.9K - $83K
|
63.4K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.45K- 5.94% |
$63.9K - $83K
|
38.7K
$1.04M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.45K- 23.29% |
$63.9K - $83K
|
8.06K
$217K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.45K- 18.15% |
$64K - $83.2K
|
11.1K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.46K- 21.98% |
$64.1K - $83.3K
|
8.71K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 20.78% |
$64.4K - $83.7K
|
9.4K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.48K- 12.49% |
$64.8K - $84.1K
|
17.4K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.48K- 14.45% |
$64.9K - $84.3K
|
14.7K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 0.24% |
$65.1K - $84.6K
|
1.03M
$27.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.5K- 8.35% |
$65.2K - $84.7K
|
27.4K
$738K
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-2.5K- 5.18% |
$65.3K - $84.9K
|
45.7K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-2.51K- 7.03% |
$65.7K - $85.3K
|
33.2K
$894K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 9.34% |
$65.7K - $85.4K
|
24.4K
$657K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.52K- 13.59% |
$65.9K - $85.6K
|
16K
$432K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.54K- 9.58% |
$66.2K - $86K
|
23.9K
$644K
|