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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.18K- 3.67% |
$240K - $312K
|
241K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.18K- 3.67% |
$240K - $312K
|
241K
$6.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-9.34K- 2.82% |
$244K - $317K
|
322K
$8.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.34K- 27.54% |
$244K - $317K
|
24.6K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-9.45K- 42.37% |
$247K - $321K
|
12.9K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-9.46K- 0.59% |
$247K - $321K
|
1.59M
$42.3M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-9.47KClosed |
$248K - $322K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-9.49K- 22.11% |
$248K - $322K
|
33.4K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-9.52K- 13.36% |
$249K - $323K
|
61.7K
$1.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.56K- 21.06% |
$250K - $324K
|
35.8K
$953K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.59K- 7.39% |
$251K - $325K
|
120K
$3.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-9.63K- 36.74% |
$252K - $327K
|
16.6K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-9.64K- 41.29% |
$252K - $327K
|
13.7K
$365K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-9.69K- 1.63% |
$253K - $329K
|
585K
$15.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-9.71K- 10.32% |
$254K - $330K
|
84.4K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.76K- 15.19% |
$255K - $331K
|
54.5K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.8K- 4.96% |
$256K - $333K
|
188K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-9.81K- 57.05% |
$256K - $333K
|
7.38K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-9.88K- 7.9% |
$258K - $335K
|
115K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.94K- 15.58% |
$260K - $337K
|
53.9K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-9.94K- 23.33% |
$260K - $337K
|
32.7K
$870K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9.94K- 15.41% |
$260K - $337K
|
54.6K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-9.98K- 57.5% |
$261K - $339K
|
7.38K
$196K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.99K- 16.46% |
$261K - $339K
|
50.7K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-10K- 16.64% |
$261K - $340K
|
50.1K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10K- 16.04% |
$262K - $340K
|
52.4K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.1K- 3.46% |
$264K - $342K
|
282K
$7.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-10.2K- 37.8% |
$266K - $346K
|
16.8K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-10.2K- 4.24% |
$267K - $347K
|
231K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-10.2K- 12.0% |
$267K - $347K
|
75K
$2M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.3K- 26.57% |
$268K - $349K
|
28.4K
$756K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-10.3K- 46.28% |
$269K - $349K
|
11.9K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-10.3K- 4.08% |
$269K - $350K
|
242K
$6.45M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-10.3K- 3.88% |
$270K - $350K
|
255K
$6.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-10.4K- 52.18% |
$271K - $351K
|
9.49K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 2.31% |
$271K - $352K
|
438K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 22.25% |
$271K - $352K
|
36.2K
$965K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-10.4K- 12.7% |
$273K - $355K
|
71.8K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.5K- 52.39% |
$275K - $357K
|
9.55K
$254K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.5K- 5.93% |
$275K - $357K
|
167K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 17.46% |
$275K - $358K
|
49.8K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10.6K- 27.2% |
$276K - $359K
|
28.3K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.6K- 17.28% |
$276K - $359K
|
50.6K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-10.6K- 24.94% |
$277K - $359K
|
31.9K
$848K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10.6K- 9.85% |
$277K - $360K
|
97K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.7K- 19.41% |
$281K - $365K
|
44.6K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.8K- 13.1% |
$282K - $366K
|
71.5K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-10.8K- 15.66% |
$283K - $367K
|
58.3K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-10.8K- 26.34% |
$283K - $368K
|
30.3K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 22.27% |
$284K - $368K
|
37.9K
$1.01M
|