Institutional Owners for PFE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
UNITED CAPITAL FINANCIAL ADVISORS LLC COMMON STOCK 501 $12,533,439 435,340 0.00 0.00 -469,332 -51.88 12-31-2023
NEWEDGE ADVISORS LLC COM Liquidated $0 0 0.00 0.00 37,396 9.42 12-31-2023
INTEGRATED WEALTH CONCEPTS LLC Common Stock 503 $12,402,232 430,783 0.00 0.00 -15,100 -3.39 12-31-2023
QUINN OPPORTUNITY PARTNERS LLC COM 504 $12,348,319 428,910 0.00 0.00 148,000 52.69 12-31-2023
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