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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$428K - $558K
|
10.9K
$264K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
240+ 0.36% |
$9.45K - $12.3K
|
67.4K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-18.4K- 73.35% |
$725K - $943K
|
6.68K
$162K
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-830- 9.68% |
$32.7K - $42.6K
|
7.75K
$188K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17+ 0.3% |
$670 - $872
|
5.62K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
94New |
$3.7K - $4.82K
|
94
$2.28K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
10K+ 133.33% |
$394K - $513K
|
17.5K
$424K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.73KNew |
$265K - $345K
|
6.73K
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 21.09% |
$63K - $82K
|
5.99K
$145K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 1.66% |
$4.73K - $6.15K
|
7.09K
$172K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-628- 11.45% |
$24.7K - $32.2K
|
4.86K
$118K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-874- 14.98% |
$34.4K - $44.8K
|
4.96K
$120K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
700+ 4.38% |
$27.6K - $35.9K
|
16.7K
$404K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.44K+ 64.51% |
$214K - $279K
|
13.9K
$336K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-17.8K- 15.76% |
$702K - $914K
|
95.3K
$2.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4+ 0.07% |
$158 - $205
|
6.14K
$149K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.8KNew |
$70.9K - $92.3K
|
1.8K
$43.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.5K+ 55.11% |
$138K - $179K
|
9.85K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-254- 4.31% |
$10K - $13K
|
5.65K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-384- 25.57% |
$15.1K - $19.7K
|
1.12K
$27.1K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15K- 61.41% |
$592K - $770K
|
9.44K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
11.9K+ 42.67% |
$469K - $610K
|
39.8K
$964K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.54K- 24.6% |
$99.9K - $130K
|
7.77K
$188K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-35K- 66.55% |
$1.38M - $1.79M
|
17.6K
$426K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-671- 1.43% |
$26.4K - $34.4K
|
46.2K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-16.3K- 30.75% |
$642K - $835K
|
36.7K
$889K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-438- 6.51% |
$17.3K - $22.5K
|
6.29K
$153K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
528+ 2.15% |
$20.8K - $27.1K
|
25.1K
$608K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-306- 5.2% |
$12.1K - $15.7K
|
5.58K
$135K
|
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.76K- 3.17% |
$69.3K - $90.2K
|
53.8K
$1.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
73+ 1.47% |
$2.88K - $3.74K
|
5.02K
$122K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-486- 8.86% |
$19.1K - $24.9K
|
5K
$121K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
315+ 2.58% |
$12.4K - $16.2K
|
12.5K
$303K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.25% |
$512 - $667
|
5.12K
$124K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
222+ 4.74% |
$8.74K - $11.4K
|
4.9K
$119K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 65.64% |
$425K - $553K
|
5.65K
$137K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.07K+ 4.61% |
$81.6K - $106K
|
47K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-102K- 90.98% |
$4.04M - $5.26M
|
10.2K
$246K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.24K+ 1.65% |
$48.8K - $63.6K
|
76.4K
$1.85M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$208K - $271K
|
4.98K
$121K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
500New |
$20.9K - $27.3K
|
500
$12.1K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
98.3KNew |
$4.11M - $5.36M
|
98.3K
$2.38M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-189- 48.59% |
$7.89K - $10.3K
|
200
$4.85K
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
5.3K+ 106.02% |
$221K - $289K
|
10.3K
$250K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.7KNew |
$196K - $256K
|
4.7K
$114K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.05KNew |
$127K - $166K
|
3.05K
$74K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
18.8KNew |
$786K - $1.03M
|
18.8K
$456K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.78KNew |
$325K - $424K
|
7.78K
$189K
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
8.55KNew |
$357K - $466K
|
8.55K
$207K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
107New |
$4.47K - $5.83K
|
107
$2.59K
|
|