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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
23.3K+ 9.23% |
$841K - $973K
|
275K
$6.68M
|
|
Aug 11, 2023
Q2 2023
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
139KNew |
$5M - $5.79M
|
139K
$3.36M
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
35.6KNew |
$1.29M - $1.49M
|
35.6K
$863K
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.94KNew |
$214K - $248K
|
5.94K
$144K
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 22.67% |
$59.7K - $69.1K
|
5.64K
$137K
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.48K- 17.99% |
$53.5K - $61.8K
|
6.75K
$164K
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2.5KNew |
$90.3K - $104K
|
2.5K
$60.6K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-161K- 34.0% |
$5.83M - $6.75M
|
313K
$7.6M
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.2K+ 11.54% |
$43.3K - $50.1K
|
11.6K
$281K
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.43K- 26.14% |
$87.6K - $101K
|
6.85K
$166K
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
5.97KNew |
$215K - $249K
|
5.97K
$145K
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
700+ 9.05% |
$25.3K - $29.3K
|
8.44K
$205K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.55K+ 5.11% |
$273K - $316K
|
155K
$3.76M
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-151K- 8.48% |
$5.44M - $6.29M
|
1.62M
$39.4M
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-468- 2.77% |
$16.9K - $19.6K
|
16.4K
$398K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
104K+ 4.29% |
$3.74M - $4.33M
|
2.52M
$61.1M
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
215+ 1.55% |
$7.77K - $8.98K
|
14.1K
$342K
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-197- 3.01% |
$7.12K - $8.23K
|
6.35K
$154K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-701- 0.55% |
$25.3K - $29.3K
|
127K
$3.09M
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-9- 0.38% |
$325 - $376
|
2.39K
$58K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-7K- 61.4% |
$253K - $293K
|
4.4K
$107K
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-458- 1.4% |
$16.5K - $19.1K
|
32.4K
$784K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.22K- 2.48% |
$225K - $260K
|
244K
$5.92M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.8K- 7.56% |
$65.1K - $75.3K
|
22K
$534K
|
|
Aug 09, 2023
Q2 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
37.6KNew |
$1.36M - $1.57M
|
37.6K
$911K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
123+ 2.01% |
$4.44K - $5.14K
|
6.24K
$151K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.48K- 3.39% |
$53.5K - $61.8K
|
42.1K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500- 0.59% |
$18.1K - $20.9K
|
83.8K
$2.03M
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.77K- 15.57% |
$100K - $116K
|
15K
$364K
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.04KNew |
$218K - $253K
|
6.04K
$146K
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-3.09K- 3.2% |
$112K - $129K
|
93.4K
$2.27M
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-21- 0.33% |
$759 - $878
|
6.31K
$153K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
286+ 4.83% |
$10.3K - $12K
|
6.21K
$151K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$72.2K - $83.5K
|
2K
$48.5K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
68.4KNew |
$2.47M - $2.86M
|
68.4K
$1.66M
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-58- 0.95% |
$2.09K - $2.42K
|
6.05K
$147K
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-270- 4.51% |
$9.75K - $11.3K
|
5.72K
$139K
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-104- 1.82% |
$3.76K - $4.35K
|
5.6K
$136K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.27K+ 10.8% |
$45.9K - $53.1K
|
13K
$316K
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 14.26% |
$37K - $42.8K
|
6.16K
$149K
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.63KNew |
$203K - $235K
|
5.63K
$136K
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.55K- 20.64% |
$128K - $148K
|
13.7K
$331K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
7.02KNew |
$253K - $293K
|
7.02K
$170K
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.74KNew |
$207K - $240K
|
5.74K
$139K
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
CALL |
7KNew |
$253K - $293K
|
7K
$170K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
843+ 1.91% |
$30.4K - $35.2K
|
44.9K
$1.09M
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-938- 13.89% |
$33.9K - $39.2K
|
5.82K
$141K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.46K+ 6.5% |
$161K - $187K
|
73.1K
$1.77M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.8K+ 3.39% |
$65.1K - $75.3K
|
54.9K
$1.33M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.5K- 3.4% |
$669K - $773K
|
525K
$12.7M
|