Purchases and Sales Made in Q4 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2024. 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 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11.4KNew |
$284K - $345K
|
11.4K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 11.37% |
$268K - $327K
|
106K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10.5K+ 6.56% |
$261K - $318K
|
171K
$4.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
10.3K+ 6.35% |
$257K - $312K
|
173K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10K+ 45.02% |
$248K - $302K
|
32.2K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.65K+ 23.11% |
$239K - $291K
|
51.4K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.57K+ 72.49% |
$237K - $289K
|
22.8K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.34KNew |
$232K - $282K
|
9.34K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.24K+ 25.58% |
$229K - $279K
|
45.3K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
9.06KNew |
$225K - $274K
|
9.06K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
9.03KNew |
$224K - $273K
|
9.03K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.03K+ 13.69% |
$224K - $273K
|
75K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
8.84K+ 22.8% |
$219K - $267K
|
47.6K
$1.28M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.83K+ 95.11% |
$219K - $267K
|
18.1K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.6KNew |
$213K - $260K
|
8.6K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.6KNew |
$213K - $260K
|
8.6K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.57K+ 450.08% |
$212K - $259K
|
10.5K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.37K+ 18.63% |
$208K - $253K
|
53.3K
$1.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
8.37K+ 8.68% |
$207K - $253K
|
105K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
8.15K+ 7.6% |
$202K - $246K
|
115K
$3.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.07K+ 2.8% |
$200K - $244K
|
296K
$7.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.96K+ 14.86% |
$197K - $240K
|
61.5K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.77K+ 40.58% |
$193K - $234K
|
26.9K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
7.63KNew |
$189K - $230K
|
7.63K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.6K+ 29.57% |
$189K - $230K
|
33.3K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.59K+ 50.58% |
$188K - $229K
|
22.6K
$607K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.53K+ 0.49% |
$187K - $227K
|
1.53M
$41.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.32K+ 49.32% |
$182K - $221K
|
22.2K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.08K+ 110.74% |
$175K - $214K
|
13.5K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.07K+ 10.22% |
$175K - $214K
|
76.3K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
6.93K+ 13.44% |
$172K - $209K
|
58.4K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
6.51K+ 15.39% |
$162K - $197K
|
48.8K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.47K+ 35.34% |
$160K - $195K
|
24.8K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.37K+ 15.5% |
$158K - $192K
|
47.5K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
6.16K+ 18.59% |
$153K - $186K
|
39.3K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.03K+ 7.76% |
$149K - $182K
|
83.7K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.97K+ 8.44% |
$148K - $180K
|
76.7K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.92K+ 5.92% |
$147K - $179K
|
106K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 12.84% |
$147K - $179K
|
52K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5.91K+ 2.71% |
$147K - $178K
|
224K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.63K+ 6.35% |
$140K - $170K
|
94.3K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.5K+ 36.86% |
$136K - $166K
|
20.4K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.36K+ 17.65% |
$133K - $162K
|
35.7K
$960K
|
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
5.3K+ 3.39% |
$131K - $160K
|
162K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.21K+ 11.24% |
$129K - $157K
|
51.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.17K+ 7.66% |
$128K - $156K
|
72.7K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.16K+ 2.56% |
$128K - $156K
|
206K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
5.07K+ 20.61% |
$126K - $153K
|
29.7K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.9K+ 17.97% |
$122K - $148K
|
32.2K
$864K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.86K+ 23.14% |
$121K - $147K
|
25.9K
$695K
|