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 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.9K- 5.14% |
$990K - $1.29M
|
699K
$18.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-37.9K- 67.75% |
$990K - $1.29M
|
18K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-38.4K- 7.87% |
$1M - $1.3M
|
450K
$11.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39.2K- 19.6% |
$1.02M - $1.33M
|
161K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-39.3K- 51.76% |
$1.03M - $1.34M
|
36.7K
$970K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-39.4K- 66.0% |
$1.03M - $1.34M
|
20.3K
$537K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-39.5K- 17.86% |
$1.03M - $1.34M
|
182K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.8K- 17.95% |
$1.04M - $1.35M
|
182K
$4.81M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-39.8K- 21.35% |
$1.04M - $1.35M
|
147K
$3.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.8K- 19.62% |
$1.04M - $1.35M
|
163K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-40.6K- 5.48% |
$1.06M - $1.38M
|
701K
$18.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-40.6K- 26.71% |
$1.06M - $1.38M
|
112K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-40.7K- 48.64% |
$1.06M - $1.38M
|
42.9K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40.8K- 5.45% |
$1.07M - $1.38M
|
707K
$18.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-41.1K- 14.77% |
$1.07M - $1.4M
|
237K
$6.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-41.3K- 13.43% |
$1.08M - $1.4M
|
266K
$7.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-41.4K- 20.19% |
$1.08M - $1.41M
|
164K
$4.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-41.5K- 28.09% |
$1.08M - $1.41M
|
106K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-41.6K- 3.09% |
$1.09M - $1.41M
|
1.3M
$34.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-41.8K- 37.9% |
$1.09M - $1.42M
|
68.5K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-41.9K- 7.83% |
$1.1M - $1.42M
|
494K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-42K- 3.55% |
$1.1M - $1.43M
|
1.14M
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-42.2K- 74.74% |
$1.1M - $1.43M
|
14.3K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-42.5K- 16.98% |
$1.11M - $1.44M
|
208K
$5.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-42.9K- 7.62% |
$1.12M - $1.46M
|
520K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-42.9K- 80.4% |
$1.12M - $1.46M
|
10.5K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-43K- 11.72% |
$1.12M - $1.46M
|
324K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-43.1K- 15.67% |
$1.13M - $1.46M
|
232K
$6.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-43.3K- 4.37% |
$1.13M - $1.47M
|
948K
$25.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-43.3K- 51.27% |
$1.13M - $1.47M
|
41.2K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-43.6K- 8.44% |
$1.14M - $1.48M
|
473K
$12.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-43.6K- 9.31% |
$1.14M - $1.48M
|
425K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-43.7K- 13.23% |
$1.14M - $1.48M
|
287K
$7.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-44.6K- 11.44% |
$1.17M - $1.51M
|
345K
$9.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-44.9K- 67.62% |
$1.17M - $1.52M
|
21.5K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-45.1K- 3.49% |
$1.18M - $1.53M
|
1.25M
$33M
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-45.2K- 14.11% |
$1.18M - $1.53M
|
275K
$7.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-45.3K- 14.47% |
$1.18M - $1.54M
|
268K
$7.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-45.4K- 45.87% |
$1.19M - $1.54M
|
53.5K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-45.5K- 34.04% |
$1.19M - $1.54M
|
88.2K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-45.9K- 75.4% |
$1.2M - $1.56M
|
15K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-46K- 22.6% |
$1.2M - $1.56M
|
157K
$4.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-46K- 8.69% |
$1.2M - $1.56M
|
483K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-46.3K- 12.9% |
$1.21M - $1.57M
|
313K
$8.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-46.7K- 2.81% |
$1.22M - $1.59M
|
1.62M
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-47.1K- 12.33% |
$1.23M - $1.6M
|
335K
$8.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-47.5K- 31.26% |
$1.24M - $1.61M
|
104K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-47.6K- 11.74% |
$1.24M - $1.61M
|
358K
$9.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.6K- 28.44% |
$1.24M - $1.61M
|
120K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-47.8K- 14.46% |
$1.25M - $1.62M
|
283K
$7.47M
|