Latest Institutional Transactions on Pfizer Inc (PFE)
This table provides information on the latest institutional transactions involving Pfizer Inc (PFE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-25.4K- 9.44% |
$635K - $689K
|
244K
$6.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.15% |
$1.05K - $1.14K
|
27.5K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-26.7K- 23.31% |
$667K - $724K
|
87.8K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 16.36% |
$90.7K - $98.3K
|
25.8K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.7K- 1.64% |
$267K - $290K
|
640K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 7.03% |
$27.4K - $29.8K
|
14.5K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.07K- 33.47% |
$26.8K - $29.1K
|
2.13K
$54.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.04K- 10.39% |
$76.1K - $82.6K
|
26.3K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.44K- 22.67% |
$86.1K - $93.4K
|
11.7K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
50.6KNew |
$1.26M - $1.37M
|
50.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
74.2KNew |
$1.86M - $2.01M
|
74.2K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.07K+ 5.8% |
$51.8K - $56.2K
|
37.8K
$960K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.99K+ 35.07% |
$200K - $217K
|
30.8K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.71K- 24.67% |
$67.8K - $73.5K
|
8.27K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-27.6K- 17.83% |
$692K - $750K
|
127K
$3.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.54M- 96.05% |
$38.4M - $41.7M
|
63.1K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
28.2KNew |
$706K - $766K
|
28.2K
$717K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.48KNew |
$212K - $230K
|
8.48K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-2.8K- 5.72% |
$69.9K - $75.8K
|
46.1K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
8.62KNew |
$216K - $234K
|
8.62K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
23K+ 41.42% |
$576K - $625K
|
78.6K
$1.99M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.95K+ 6.25% |
$73.8K - $80K
|
50.2K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13.5K+ 31.25% |
$339K - $367K
|
56.9K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-465- 2.51% |
$11.6K - $12.6K
|
18.1K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
548+ 1.3% |
$13.7K - $14.9K
|
42.7K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-11K- 11.06% |
$276K - $299K
|
88.6K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
29.2K+ 22.18% |
$732K - $794K
|
161K
$4.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-5.44K- 37.77% |
$136K - $147K
|
8.95K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.86K+ 26.46% |
$71.6K - $77.7K
|
13.7K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-204- 2.28% |
$5.1K - $5.53K
|
8.76K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.06K+ 7.5% |
$26.5K - $28.8K
|
15.2K
$385K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-122- 2.63% |
$3.05K - $3.31K
|
4.51K
$115K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.74K+ 4.18% |
$68.5K - $74.3K
|
68.3K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 1.87% |
$55.1K - $59.8K
|
116K
$2.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-810- 4.96% |
$20.3K - $22K
|
15.5K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.22K- 16.27% |
$55.5K - $60.2K
|
11.4K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-480- 4.2% |
$12K - $13K
|
11K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
435+ 1.93% |
$10.9K - $11.8K
|
23K
$584K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-23- 0.22% |
$575 - $624
|
10.4K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-120K- 76.69% |
$2.99M - $3.25M
|
36.4K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 10.34% |
$67.7K - $73.5K
|
23.5K
$596K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12- 0.06% |
$300 - $326
|
21K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.61K- 6.23% |
$115K - $125K
|
69.3K
$1.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-86.5K- 7.57% |
$2.16M - $2.35M
|
1.06M
$26.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-45- 0.33% |
$1.13K - $1.22K
|
13.7K
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
17+ 0.17% |
$425 - $461
|
9.75K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
333+ 9.71% |
$8.33K - $9.03K
|
3.76K
$95.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-24- 0.28% |
$600 - $651
|
8.44K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
19+ 1.61% |
$475 - $515
|
1.2K
$30.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.5KNew |
$489K - $530K
|
19.5K
$496K
|