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 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
51.1KNew |
$1.84M - $2.13M
|
51.1K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 19.42% |
$42.4K - $49.1K
|
7.23K
$175K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.68K+ 62.38% |
$60.5K - $70K
|
4.36K
$106K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-274- 4.62% |
$9.9K - $11.5K
|
5.66K
$137K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
45+ 0.19% |
$1.63K - $1.88K
|
23.3K
$565K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-16- 0.18% |
$578 - $669
|
8.89K
$215K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
488+ 2.72% |
$17.6K - $20.4K
|
18.4K
$447K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
883+ 10.37% |
$31.9K - $36.9K
|
9.4K
$228K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
540+ 1.63% |
$19.5K - $22.6K
|
33.6K
$815K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-9.27K- 59.48% |
$335K - $387K
|
6.31K
$153K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
25+ 4.76% |
$903 - $1.04K
|
550
$13.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 8.47% |
$36.1K - $41.8K
|
10.8K
$262K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
714+ 10.98% |
$25.8K - $29.8K
|
7.22K
$175K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.17K- 23.02% |
$78.2K - $90.5K
|
7.24K
$176K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-100K- 93.59% |
$3.62M - $4.19M
|
6.87K
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-900- 5.14% |
$32.5K - $37.6K
|
16.6K
$402K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
4.66K+ 67.2% |
$168K - $195K
|
11.6K
$281K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 1.82% |
$72.2 - $83.6
|
112
$2.71K
|
|
| Q1 2023 | |||||||
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.8KClosed |
$582K - $758K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
250K+ 819.67% |
$9.85M - $12.8M
|
281K
$6.8M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.35K+ 29.2% |
$92.7K - $121K
|
10.4K
$252K
|
|
|
Dec 14, 2023
Q1 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
693K+ 1.29% |
$27.3M - $35.5M
|
54.3M
$1.32B
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-650- 9.69% |
$25.6K - $33.3K
|
6.06K
$147K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
548+ 3.85% |
$21.6K - $28.1K
|
14.8K
$358K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-571- 3.43% |
$22.5K - $29.3K
|
16.1K
$390K
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-252- 4.46% |
$9.93K - $12.9K
|
5.4K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Ghost Tree Capital, LLC
New York, NY |
BUY
|
- |
200KNew |
$7.88M - $10.3M
|
200K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.4K- 20.93% |
$55.2K - $71.9K
|
5.3K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$194K - $253K
|
4.93K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
171K+ 41.21% |
$6.72M - $8.74M
|
584K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
76.8KNew |
$3.03M - $3.94M
|
76.8K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-851- 9.1% |
$33.5K - $43.6K
|
8.5K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.23KNew |
$245K - $319K
|
6.23K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 8.14% |
$583K - $758K
|
167K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
PUT |
77.7KNew |
$3.06M - $3.98M
|
77.7K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-225- 3.84% |
$8.86K - $11.5K
|
5.63K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$1.25M - $1.63M
|
31.7K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.54K+ 14.79% |
$100K - $130K
|
19.7K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.38K+ 1449.47% |
$54.2K - $70.6K
|
1.47K
$35.7K
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
40KNew |
$1.58M - $2.05M
|
40K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
350New |
$13.8K - $17.9K
|
350
$8.48K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-743- 26.34% |
$29.3K - $38.1K
|
2.08K
$50.4K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-93.9K- 24.57% |
$3.7M - $4.82M
|
288K
$6.99M
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-24.3K- 34.54% |
$959K - $1.25M
|
46.1K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-4.13K- 35.95% |
$163K - $212K
|
7.35K
$178K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.34K- 19.19% |
$52.7K - $68.7K
|
5.64K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.91KNew |
$390K - $508K
|
9.91K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.45K- 7.49% |
$57K - $74.2K
|
17.9K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.15K+ 24.04% |
$45.3K - $59K
|
5.93K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
50KNew |
$1.97M - $2.56M
|
50K
$1.21M
|
|