Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GRIES FINANCIAL LLC | COM | 2301 | $723,334 | 25,124 | 0.00 | 0.50 | -4,156 | -14.19 | 12-31-2023 |
| STRONG TOWER ADVISORY SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 528 | 2.15 | 12-31-2023 |
| CAPITAL ADVANTAGE INC | Equities | 2303 | $831,584 | 25,070 | 0.00 | 0.00 | 508 | 2.07 | 09-30-2023 |
| EXCHANGE BANK | COMMON STOCK | 2304 | $695,699 | 25,070 | 0.00 | 0.00 | -3,170 | -11.23 | 03-31-2024 |
