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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.69K+ 64.21% |
$241K - $273K
|
22.2K
$564K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-5.35K- 2.62% |
$148K - $168K
|
199K
$5.04M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-593- 2.65% |
$16.4K - $18.6K
|
21.8K
$553K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-42- 0.8% |
$1.16K - $1.32K
|
5.18K
$131K
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.63K+ 9.19% |
$45.1K - $51.1K
|
19.3K
$491K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
180+ 17.73% |
$4.99K - $5.65K
|
1.2K
$30.3K
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-343- 1.12% |
$9.5K - $10.8K
|
30.3K
$768K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-293- 47.88% |
$8.12K - $9.2K
|
319
$8.1K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.9K- 10.66% |
$52.7K - $59.7K
|
16K
$405K
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-400- 3.59% |
$11.1K - $12.6K
|
10.7K
$273K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.23K+ 44.07% |
$145K - $164K
|
17.1K
$434K
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.94KNew |
$192K - $218K
|
6.94K
$176K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.88KNew |
$246K - $279K
|
8.88K
$225K
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-218- 2.14% |
$6.04K - $6.84K
|
9.98K
$253K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
386+ 10.47% |
$10.7K - $12.1K
|
4.07K
$103K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$2.77K - $3.14K
|
100
$2.54K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.24K+ 7.02% |
$34.3K - $38.9K
|
18.9K
$479K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.09KNew |
$196K - $223K
|
7.09K
$180K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
10.5KNew |
$290K - $328K
|
10.5K
$265K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.13K+ 39.65% |
$86.6K - $98.2K
|
11K
$280K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.14K- 12.88% |
$31.6K - $35.8K
|
7.72K
$196K
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
93+ 0.72% |
$2.58K - $2.92K
|
13K
$329K
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
83+ 1.14% |
$2.3K - $2.61K
|
7.37K
$187K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
539+ 5.81% |
$14.9K - $16.9K
|
9.82K
$249K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.39K- 19.17% |
$66.1K - $74.9K
|
10.1K
$255K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3K- 26.91% |
$83.1K - $94.2K
|
8.15K
$207K
|
|
Oct 29, 2024
Q3 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
140K+ 17.29% |
$3.88M - $4.4M
|
950K
$24.1M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
219+ 1.12% |
$6.07K - $6.87K
|
19.9K
$504K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-10- 0.12% |
$277 - $314
|
8.26K
$210K
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-778- 9.03% |
$21.6K - $24.4K
|
7.84K
$199K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
211+ 2.23% |
$5.84K - $6.62K
|
9.67K
$246K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$79.3K - $89.8K
|
2.86K
$72.6K
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.6K+ 132.8% |
$322K - $365K
|
20.4K
$517K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-122- 4.43% |
$3.38K - $3.83K
|
2.63K
$66.7K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-600- 3.75% |
$16.6K - $18.8K
|
15.4K
$391K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
256+ 77.11% |
$7.09K - $8.04K
|
588
$14.9K
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
7.03KNew |
$195K - $221K
|
7.03K
$178K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-292- 9.84% |
$8.09K - $9.17K
|
2.68K
$67.9K
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.4K+ 1.67% |
$38.9K - $44K
|
85.6K
$2.17M
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
SELL
|
- |
-935- 6.06% |
$25.9K - $29.3K
|
14.5K
$368K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.44% |
$970 - $1.1K
|
7.85K
$199K
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$2.77K - $3.14K
|
100
$2.54K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11K+ 15.41% |
$305K - $346K
|
82.6K
$2.1M
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-148- 1.93% |
$4.1K - $4.65K
|
7.53K
$191K
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-50- 0.24% |
$1.39K - $1.57K
|
20.4K
$518K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
10KNew |
$277K - $314K
|
10K
$254K
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
19.3KNew |
$535K - $606K
|
19.3K
$490K
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.06K+ 14.64% |
$29.4K - $33.3K
|
8.32K
$211K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-402- 4.06% |
$11.1K - $12.6K
|
9.51K
$241K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-225- 1.53% |
$6.23K - $7.06K
|
14.5K
$368K
|