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 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-223- 2.35% |
$7.16K - $8.36K
|
9.28K
$225K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-55- 0.14% |
$1.76K - $2.06K
|
39.9K
$966K
|
|
Oct 25, 2023
Q3 2023
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
10KNew |
$321K - $375K
|
10K
$242K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$43.6K - $51K
|
1.36K
$32.9K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-90- 1.2% |
$2.89K - $3.38K
|
7.44K
$180K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
749+ 6.97% |
$24K - $28.1K
|
11.5K
$279K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
410+ 6.69% |
$13.2K - $15.4K
|
6.54K
$159K
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-58- 3.05% |
$1.86K - $2.18K
|
1.84K
$44.7K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-8.32K- 82.54% |
$267K - $312K
|
1.76K
$42.7K
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7KNew |
$225K - $263K
|
7K
$170K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67KNew |
$85.6K - $100K
|
2.67K
$64.7K
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
205+ 1.95% |
$6.58K - $7.69K
|
10.7K
$259K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
161+ 2.66% |
$5.17K - $6.04K
|
6.22K
$151K
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-54- 0.73% |
$1.73K - $2.03K
|
7.31K
$177K
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
602+ 8.69% |
$19.3K - $22.6K
|
7.53K
$183K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.72K- 31.56% |
$119K - $139K
|
8.06K
$195K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
105+ 1.01% |
$3.37K - $3.94K
|
10.5K
$255K
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-537- 7.05% |
$17.2K - $20.1K
|
7.09K
$172K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-447- 4.32% |
$14.3K - $16.8K
|
9.9K
$240K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
24.5KNew |
$786K - $919K
|
24.5K
$594K
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 75.55% |
$342K - $400K
|
3.45K
$83.6K
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.74KNew |
$216K - $253K
|
6.74K
$163K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-22.9K- 8.15% |
$736K - $860K
|
259K
$6.27M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-595- 50.04% |
$19.1K - $22.3K
|
594
$14.4K
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
326+ 5.56% |
$10.5K - $12.2K
|
6.19K
$150K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
CALL |
10KNew |
$321K - $375K
|
10K
$242K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-18.9K- 8.59% |
$606K - $709K
|
201K
$4.87M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
518+ 8.93% |
$16.6K - $19.4K
|
6.32K
$153K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.3K- 43.49% |
$170K - $199K
|
6.89K
$167K
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-47- 0.73% |
$1.51K - $1.76K
|
6.4K
$155K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-884- 12.62% |
$28.4K - $33.2K
|
6.12K
$148K
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-697- 8.08% |
$22.4K - $26.1K
|
7.93K
$192K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-461- 5.27% |
$14.8K - $17.3K
|
8.28K
$201K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
17.2K+ 11.45% |
$553K - $647K
|
168K
$4.07M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
131+ 2.02% |
$4.2K - $4.91K
|
6.63K
$161K
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-986- 13.67% |
$31.6K - $37K
|
6.23K
$151K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.82K+ 29.53% |
$58.2K - $68.1K
|
7.96K
$193K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-566- 6.39% |
$18.2K - $21.2K
|
8.29K
$201K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
156+ 2.29% |
$5.01K - $5.85K
|
6.98K
$169K
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.91K- 23.69% |
$93.3K - $109K
|
9.37K
$227K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
20.3KNew |
$653K - $763K
|
20.3K
$493K
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-452- 1.44% |
$14.5K - $17K
|
30.9K
$750K
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.18K- 3.48% |
$37.9K - $44.3K
|
32.8K
$795K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
17.3K+ 49.56% |
$555K - $649K
|
52.2K
$1.27M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.13KNew |
$36.1K - $42.2K
|
1.13K
$27.3K
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
14.4KNew |
$461K - $539K
|
14.4K
$348K
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.07KNew |
$227K - $265K
|
7.07K
$171K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.43KNew |
$206K - $241K
|
6.43K
$156K
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-237- 0.7% |
$7.61K - $8.89K
|
33.6K
$815K
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.18K- 10.95% |
$37.9K - $44.3K
|
9.61K
$233K
|