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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.84K- 15.82% |
$205K - $266K
|
41.7K
$1.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-7.84K- 15.82% |
$205K - $266K
|
41.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.87K- 3.17% |
$206K - $267K
|
240K
$6.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.87K- 2.99% |
$206K - $267K
|
255K
$6.59M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-7.89K- 8.92% |
$206K - $268K
|
80.6K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-8K- 17.34% |
$209K - $272K
|
38.1K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.01K- 15.85% |
$209K - $272K
|
42.5K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-8.02K- 39.88% |
$209K - $272K
|
12.1K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-8.08K- 39.39% |
$211K - $274K
|
12.4K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.08K- 3.65% |
$211K - $274K
|
213K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-8.11K- 12.16% |
$212K - $275K
|
58.6K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-8.13K- 64.42% |
$212K - $276K
|
4.49K
$116K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-8.14K- 12.81% |
$213K - $276K
|
55.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-8.17K- 30.95% |
$214K - $277K
|
18.2K
$471K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-8.18K- 52.3% |
$214K - $278K
|
7.46K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-8.19K- 10.53% |
$214K - $278K
|
69.6K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.24K- 3.82% |
$215K - $280K
|
207K
$5.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.27K- 14.42% |
$216K - $281K
|
49.1K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-8.3K- 24.87% |
$217K - $282K
|
25.1K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-8.33K- 7.71% |
$218K - $283K
|
99.8K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-8.37K- 2.45% |
$219K - $284K
|
333K
$8.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-8.4K- 2.4% |
$219K - $285K
|
341K
$8.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.45K- 47.98% |
$221K - $287K
|
9.16K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.48K- 53.42% |
$222K - $288K
|
7.39K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.52K- 29.73% |
$223K - $289K
|
20.1K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-8.52K- 33.65% |
$223K - $289K
|
16.8K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-8.52K- 47.61% |
$223K - $289K
|
9.38K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-8.55K- 5.07% |
$223K - $290K
|
160K
$4.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-8.55K- 13.21% |
$224K - $290K
|
56.2K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.58K- 27.38% |
$224K - $291K
|
22.8K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-8.61K- 4.92% |
$225K - $292K
|
166K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.65K- 19.19% |
$226K - $294K
|
36.5K
$942K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.69K- 53.04% |
$227K - $295K
|
7.69K
$199K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-8.69K- 17.66% |
$227K - $295K
|
40.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.69K- 14.57% |
$227K - $295K
|
51K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.69K- 8.31% |
$227K - $295K
|
96K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-8.7K- 10.91% |
$227K - $295K
|
71K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-8.7K- 19.93% |
$227K - $295K
|
35K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.72K- 12.24% |
$228K - $296K
|
62.5K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.74K- 28.08% |
$228K - $297K
|
22.4K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8.77K- 2.73% |
$229K - $298K
|
312K
$8.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8.81K- 43.56% |
$230K - $299K
|
11.4K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-8.84K- 10.04% |
$231K - $300K
|
79.2K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8.87K- 55.0% |
$232K - $301K
|
7.26K
$187K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-8.87KClosed |
$232K - $301K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.93K- 17.45% |
$233K - $303K
|
42.2K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.93K- 21.97% |
$233K - $303K
|
31.7K
$819K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.95K- 8.49% |
$234K - $304K
|
96.4K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.97K- 6.58% |
$234K - $304K
|
127K
$3.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.05K- 10.98% |
$237K - $307K
|
73.4K
$1.9M
|