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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
59New |
$1.49K - $1.75K
|
59
$1.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-477- 15.96% |
$12K - $14.1K
|
2.51K
$63.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-4.97K- 3.2% |
$126K - $147K
|
150K
$3.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7.71KNew |
$195K - $228K
|
7.71K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
26.5K+ 7.73% |
$670K - $785K
|
370K
$9.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-674- 0.89% |
$17K - $20K
|
75.4K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.51KNew |
$88.7K - $104K
|
3.51K
$89.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-4.1K- 29.51% |
$104K - $121K
|
9.8K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.92K
|
200
$5.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
22KNew |
$556K - $651K
|
22K
$558K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-24- 6.98% |
$606 - $710
|
320
$8.12K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
5.08KNew |
$128K - $150K
|
5.08K
$129K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-180- 2.55% |
$4.55K - $5.33K
|
6.89K
$175K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.2K+ 21.42% |
$55.6K - $65.1K
|
12.5K
$316K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-411- 72.61% |
$10.4K - $12.2K
|
155
$3.93K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.28KNew |
$184K - $215K
|
7.28K
$185K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05KNew |
$26.6K - $31.2K
|
1.05K
$26.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.68K+ 12.65% |
$67.6K - $79.3K
|
23.9K
$605K
|
|
|
Jul 19, 2024
Q2 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
18.7K+ 21.27% |
$472K - $554K
|
107K
$2.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
133KNew |
$3.35M - $3.93M
|
133K
$3.37M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-873- 7.54% |
$22.1K - $25.8K
|
10.7K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
89.2K+ 35.74% |
$2.25M - $2.64M
|
339K
$8.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
7.43KNew |
$188K - $220K
|
7.43K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.44KNew |
$137K - $161K
|
5.44K
$138K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.43KNew |
$188K - $220K
|
7.43K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
824+ 10.07% |
$20.8K - $24.4K
|
9.01K
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.16% |
$4.17K - $4.88K
|
7.46K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.65KNew |
$193K - $227K
|
7.65K
$194K
|
|
|
Jul 16, 2024
Q2 2024
|
Maj Invest Holding A
|
BUY
|
- |
4KNew |
$101K - $118K
|
4K
$102K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.03% |
$101 - $118
|
12.6K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$25.3K - $29.6K
|
1K
$25.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-586- 7.57% |
$14.8K - $17.3K
|
7.16K
$182K
|
|
|
Jul 15, 2024
Q2 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-6.44K- 43.09% |
$163K - $191K
|
8.5K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
313New |
$7.91K - $9.26K
|
313
$7.94K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.7K+ 79.61% |
$320K - $375K
|
28.6K
$726K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 1.27% |
$2.53K - $2.96K
|
7.79K
$198K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.92K- 34.58% |
$99.1K - $116K
|
7.42K
$188K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.4KNew |
$85.8K - $100K
|
3.4K
$86.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.18K- 19.27% |
$232K - $272K
|
38.5K
$977K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-30- 0.39% |
$758 - $888
|
7.69K
$195K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
2.37K+ 4.31% |
$60K - $70.3K
|
57.5K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-750- 8.27% |
$18.9K - $22.2K
|
8.31K
$211K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.77KNew |
$44.6K - $52.3K
|
1.77K
$44.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.32K+ 15.89% |
$58.7K - $68.8K
|
17K
$430K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.63K- 3.87% |
$42.1K - $48.4K
|
40.4K
$1.03M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
76.7MNew |
$1.99B - $2.28B
|
76.7M
$1.95B
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1K+ 26.45% |
$25.9K - $29.8K
|
4.79K
$122K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-69.8KClosed |
$1.81M - $2.07M
|
0
$0
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.64K+ 98.59% |
$250K - $287K
|
19.4K
$493K
|
|