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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-610K- 15.19% |
$19.6M - $22.9M
|
3.41M
$82.6M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-22K- 29.26% |
$705K - $824K
|
53.1K
$1.29M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-62.3K- 29.37% |
$2M - $2.34M
|
150K
$3.63M
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
BUY
|
- |
8.74KNew |
$280K - $328K
|
8.74K
$212K
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
450+ 6.76% |
$14.4K - $16.9K
|
7.11K
$172K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.74KNew |
$55.8K - $65.3K
|
1.74K
$42.2K
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-783- 7.0% |
$25.1K - $29.4K
|
10.4K
$252K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
438+ 7.45% |
$14.1K - $16.4K
|
6.32K
$153K
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
250+ 3.46% |
$8.02K - $9.38K
|
7.47K
$181K
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.24K- 11.96% |
$71.7K - $83.8K
|
16.4K
$399K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-15.2K- 52.79% |
$488K - $570K
|
13.6K
$329K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$513 - $600
|
18.6K
$452K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
37New |
$1.19K - $1.39K
|
37
$897
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.15K- 12.74% |
$36.9K - $43.1K
|
7.87K
$191K
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.33K+ 15.67% |
$42.5K - $49.7K
|
9.78K
$237K
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
CALL |
10KNew |
$321K - $375K
|
10K
$242K
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-211- 3.31% |
$6.77K - $7.91K
|
6.16K
$149K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-21- 0.3% |
$674 - $788
|
7.09K
$172K
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-50K- 52.63% |
$1.6M - $1.88M
|
45K
$1.09M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.33KNew |
$139K - $162K
|
4.33K
$105K
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-54- 0.75% |
$1.73K - $2.03K
|
7.16K
$173K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
10.5K+ 84.22% |
$336K - $393K
|
22.9K
$555K
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-31- 0.48% |
$995 - $1.16K
|
6.38K
$155K
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
20.2K+ 17.79% |
$648K - $758K
|
134K
$3.24M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
910+ 7.08% |
$29.2K - $34.1K
|
13.8K
$334K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-110- 0.88% |
$3.53K - $4.13K
|
12.3K
$299K
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
870+ 0.59% |
$27.9K - $32.6K
|
149K
$3.62M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.41K- 25.56% |
$77.4K - $90.4K
|
7.02K
$170K
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-17K- 15.61% |
$545K - $637K
|
91.9K
$2.23M
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
6.7KNew |
$215K - $251K
|
6.7K
$162K
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-113K- 82.77% |
$3.63M - $4.24M
|
23.5K
$570K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.52KNew |
$209K - $245K
|
6.52K
$158K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
400New |
$12.8K - $15K
|
400
$9.7K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-101K- 33.03% |
$3.24M - $3.78M
|
204K
$4.96M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.17K+ 13.96% |
$37.6K - $44K
|
9.57K
$232K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
200+ 1.66% |
$6.42K - $7.5K
|
12.3K
$298K
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
29K+ 67.12% |
$930K - $1.09M
|
72.2K
$1.75M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-85- 1.34% |
$2.73K - $3.19K
|
6.28K
$152K
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
25+ 0.37% |
$802 - $938
|
6.85K
$166K
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-367K- 42.51% |
$11.8M - $13.8M
|
497K
$12M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.78K+ 5.83% |
$57.1K - $66.7K
|
32.3K
$782K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-832- 3.82% |
$26.7K - $31.2K
|
21K
$508K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.1K+ 324.54% |
$67.5K - $78.9K
|
2.75K
$66.7K
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-500- 6.48% |
$16K - $18.8K
|
7.22K
$175K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-4.29K- 17.35% |
$138K - $161K
|
20.4K
$495K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-56.8K- 48.96% |
$1.82M - $2.13M
|
59.2K
$1.44M
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-73- 1.12% |
$2.34K - $2.74K
|
6.43K
$156K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-8.12K- 3.7% |
$261K - $305K
|
212K
$5.13M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
600+ 9.97% |
$19.3K - $22.5K
|
6.62K
$160K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-258- 3.65% |
$8.28K - $9.68K
|
6.82K
$165K
|