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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.3K- 22.0% |
$63.7K - $72.2K
|
8.16K
$207K
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-617- 4.75% |
$17.1K - $19.4K
|
12.4K
$314K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
454+ 1.71% |
$12.6K - $14.3K
|
27K
$686K
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
9KNew |
$249K - $282K
|
9K
$228K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-709- 7.18% |
$19.6K - $22.3K
|
9.16K
$232K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
1.5KNew |
$41.6K - $47.1K
|
1.5K
$38.1K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
414+ 156.23% |
$11.5K - $13K
|
679
$17.2K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
706+ 2.07% |
$19.6K - $22.2K
|
34.9K
$885K
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
9.68K+ 3.92% |
$268K - $304K
|
257K
$6.51M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.5KNew |
$403K - $457K
|
14.5K
$369K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.05KNew |
$223K - $253K
|
8.05K
$204K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-90- 0.6% |
$2.49K - $2.83K
|
14.9K
$377K
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-818- 4.77% |
$22.7K - $25.7K
|
16.3K
$414K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.59K+ 16.16% |
$155K - $176K
|
40.2K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.53K- 6.6% |
$97.7K - $111K
|
49.9K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
626K+ 1180939.62% |
$17.3M - $19.6M
|
626K
$15.9M
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-981- 6.79% |
$27.2K - $30.8K
|
13.5K
$342K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
161New |
$4.46K - $5.05K
|
161
$4.09K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.56KNew |
$98.5K - $112K
|
3.56K
$90.3K
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4.28KNew |
$119K - $134K
|
4.28K
$109K
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-11.3K- 28.8% |
$313K - $355K
|
27.9K
$709K
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 10.15% |
$40.7K - $46.1K
|
15.9K
$405K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
4.98KNew |
$138K - $156K
|
4.98K
$126K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-349K- 4.08% |
$9.68M - $11M
|
8.21M
$208M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.4K+ 1.09% |
$730K - $828K
|
2.44M
$62M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.85K+ 14.02% |
$51.2K - $58.1K
|
15K
$382K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
468+ 5.5% |
$13K - $14.7K
|
8.98K
$228K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.98KNew |
$193K - $219K
|
6.98K
$177K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.65K- 43.31% |
$156K - $177K
|
7.39K
$188K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 18.13% |
$42.4K - $48.1K
|
6.91K
$175K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.99KNew |
$194K - $219K
|
6.99K
$177K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.94KNew |
$192K - $218K
|
6.94K
$176K
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
6.95KNew |
$193K - $218K
|
6.95K
$176K
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
7.03KNew |
$195K - $221K
|
7.03K
$178K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-381- 2.75% |
$10.6K - $12K
|
13.5K
$342K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-198- 1.89% |
$5.48K - $6.22K
|
10.3K
$261K
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
7.12KNew |
$197K - $223K
|
7.12K
$181K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 35.22% |
$104K - $118K
|
6.94K
$176K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8K+ 5.14% |
$222K - $251K
|
164K
$4.16M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-25- 3.17% |
$693 - $785
|
764
$19.4K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
106+ 0.99% |
$2.94K - $3.33K
|
10.9K
$276K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.83K- 22.18% |
$78.3K - $88.7K
|
9.92K
$252K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
72+ 0.28% |
$1.99K - $2.26K
|
25.5K
$648K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
9.4K+ 154.1% |
$260K - $295K
|
15.5K
$393K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$351K - $398K
|
12.7K
$322K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.36K- 7.22% |
$37.6K - $42.7K
|
17.5K
$444K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
9.45KNew |
$262K - $296K
|
9.45K
$240K
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
116KNew |
$3.2M - $3.63M
|
116K
$2.93M
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-92- 0.74% |
$2.55K - $2.89K
|
12.3K
$313K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-169- 2.03% |
$4.68K - $5.3K
|
8.15K
$207K
|