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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
386New |
$15.2K - $19.8K
|
386
$9.36K
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.58KNew |
$220K - $286K
|
5.58K
$135K
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-111K- 44.0% |
$4.38M - $5.7M
|
141K
$3.43M
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
13+ 0.11% |
$512 - $667
|
12.3K
$299K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-338- 5.53% |
$13.3K - $17.3K
|
5.78K
$140K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-502- 3.99% |
$19.8K - $25.7K
|
12.1K
$293K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
104K+ 11.48% |
$4.1M - $5.34M
|
1.01M
$24.5M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 85.35% |
$72.3K - $94.1K
|
315
$7.64K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-64.5K- 97.79% |
$2.54M - $3.31M
|
1.46K
$35.4K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.23K- 20.97% |
$87.9K - $114K
|
8.41K
$204K
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 81.35% |
$133K - $174K
|
7.54K
$183K
|
|
May 11, 2023
Q1 2023
|
Charles Lim Capital LTD
Central, K3 |
BUY
|
- |
500KNew |
$19.7M - $25.6M
|
500K
$12.1M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-113- 2.21% |
$4.45K - $5.79K
|
4.99K
$121K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.3K+ 139.1% |
$407K - $530K
|
17.8K
$431K
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-13.2K- 10.58% |
$520K - $677K
|
112K
$2.7M
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-20K- 5.89% |
$788K - $1.03M
|
319K
$7.74M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$591 - $769
|
5.73K
$139K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.27KNew |
$50K - $65.1K
|
1.27K
$30.8K
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
324+ 5.54% |
$12.8K - $16.6K
|
6.18K
$150K
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-26.3K- 62.26% |
$1.04M - $1.35M
|
15.9K
$386K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.38K+ 38.21% |
$54.2K - $70.6K
|
4.98K
$121K
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
338+ 7.39% |
$13.3K - $17.3K
|
4.91K
$119K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
2.67K+ 2098.43% |
$105K - $137K
|
2.79K
$67.7K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
CALL |
5KNew |
$197K - $256K
|
5K
$121K
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.3K+ 32.86% |
$90.6K - $118K
|
9.3K
$225K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
200New |
$7.88K - $10.3K
|
200
$4.85K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$3.94K - $5.13K
|
100
$2.42K
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-325- 52.0% |
$12.8K - $16.7K
|
300
$7.27K
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.4K- 31.91% |
$134K - $174K
|
7.25K
$176K
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.72% |
$1.77K - $2.31K
|
6.29K
$152K
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-80- 1.13% |
$3.15K - $4.1K
|
7.03K
$170K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.34K- 30.89% |
$92.3K - $120K
|
5.24K
$127K
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-5K- 48.8% |
$197K - $256K
|
5.25K
$127K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.89K+ 72.66% |
$192K - $251K
|
11.6K
$281K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
174+ 3.5% |
$6.85K - $8.92K
|
5.15K
$125K
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-72- 1.32% |
$2.84K - $3.69K
|
5.4K
$131K
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.91KNew |
$115K - $149K
|
2.91K
$70.5K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.18K+ 1.59% |
$46.4K - $60.5K
|
75.5K
$1.83M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10+ 0.72% |
$394 - $513
|
1.4K
$34K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-62- 0.48% |
$2.44K - $3.18K
|
12.8K
$311K
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.9K- 3.14% |
$232K - $302K
|
182K
$4.4M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-808- 97.58% |
$31.8K - $41.4K
|
20
$485
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
54+ 1.0% |
$2.13K - $2.77K
|
5.46K
$132K
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
3.75KNew |
$148K - $193K
|
3.75K
$91K
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
PUT |
5KNew |
$197K - $256K
|
5K
$121K
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-21.3K- 49.96% |
$841K - $1.09M
|
21.4K
$518K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20+ 0.35% |
$788 - $1.03K
|
5.75K
$139K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-471- 4.85% |
$18.6K - $24.2K
|
9.24K
$224K
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
690+ 13.09% |
$27.2K - $35.4K
|
5.96K
$145K
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-108K- 28.91% |
$4.26M - $5.54M
|
266K
$6.44M
|