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 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.06K- 6.6% |
$79.9K - $104K
|
43.3K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.07K- 25.92% |
$80.3K - $104K
|
8.78K
$236K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 73.62% |
$80.4K - $104K
|
1.1K
$29.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3.1K- 0.89% |
$81K - $105K
|
347K
$9.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.11K- 25.38% |
$81.1K - $105K
|
9.13K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.11K- 4.84% |
$81.4K - $106K
|
61.2K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.13K- 23.6% |
$81.8K - $106K
|
10.1K
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-3.13K- 12.94% |
$81.9K - $106K
|
21.1K
$567K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.13K- 12.78% |
$81.9K - $106K
|
21.4K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.14K- 9.08% |
$82.1K - $107K
|
31.5K
$847K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.15K- 10.81% |
$82.2K - $107K
|
25.9K
$698K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 16.15% |
$82.3K - $107K
|
16.3K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.15K- 4.89% |
$82.4K - $107K
|
61.3K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-3.16K- 4.67% |
$82.4K - $107K
|
64.4K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.16K- 10.22% |
$82.5K - $107K
|
27.7K
$746K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.17K- 15.1% |
$82.8K - $108K
|
17.8K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.17K- 12.15% |
$82.9K - $108K
|
22.9K
$618K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-3.18K- 27.23% |
$83.1K - $108K
|
8.5K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.19K- 88.94% |
$83.2K - $108K
|
396
$10.7K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.21K- 27.3% |
$83.9K - $109K
|
8.55K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.21K- 21.61% |
$84K - $109K
|
11.7K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.22K- 5.67% |
$84.2K - $109K
|
53.6K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.23K- 2.82% |
$84.5K - $110K
|
111K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.24K- 5.35% |
$84.6K - $110K
|
57.3K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.24K- 23.33% |
$84.7K - $110K
|
10.6K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.26K- 57.08% |
$85.3K - $111K
|
2.45K
$66K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.26K- 6.0% |
$85.3K - $111K
|
51.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.27K- 19.01% |
$85.3K - $111K
|
13.9K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-3.27K- 20.41% |
$85.4K - $111K
|
12.8K
$343K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.27K- 1.2% |
$85.5K - $111K
|
269K
$7.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-3.28K- 10.62% |
$85.7K - $111K
|
27.6K
$743K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.29K- 24.13% |
$85.9K - $112K
|
10.3K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.29K- 2.09% |
$86K - $112K
|
154K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.3K- 25.85% |
$86.3K - $112K
|
9.47K
$255K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-3.3K- 5.99% |
$86.3K - $112K
|
51.9K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.32K- 23.86% |
$86.8K - $113K
|
10.6K
$285K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.32K- 23.86% |
$86.8K - $113K
|
10.6K
$285K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-3.33K- 50.62% |
$87.1K - $113K
|
3.25K
$87.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 22.05% |
$87.2K - $113K
|
11.8K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.39K- 17.62% |
$88.6K - $115K
|
15.9K
$427K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-3.42K- 24.1% |
$89.3K - $116K
|
10.8K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.42K- 12.37% |
$89.4K - $116K
|
24.2K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.46K- 4.7% |
$90.3K - $117K
|
70.1K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.5K- 7.01% |
$91.5K - $119K
|
46.4K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-3.5K- 8.17% |
$91.5K - $119K
|
39.3K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-3.51K- 4.58% |
$91.8K - $119K
|
73.1K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 27.87% |
$91.8K - $119K
|
9.1K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-3.52K- 12.39% |
$92K - $119K
|
24.9K
$670K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.53K- 5.15% |
$92.2K - $120K
|
65K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.56K- 41.68% |
$93.1K - $121K
|
4.99K
$134K
|