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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
4.12KNew |
$172K - $225K
|
4.12K
$99.7K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
49+ 1.02% |
$2.05K - $2.67K
|
4.83K
$117K
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2K- 32.37% |
$83.3K - $109K
|
4.17K
$101K
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 16.58% |
$64.6K - $84.4K
|
7.79K
$188K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.04K- 44.8% |
$169K - $220K
|
4.98K
$121K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.09K+ 7.38% |
$254K - $332K
|
88.6K
$2.14M
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4KNew |
$167K - $218K
|
4K
$96.8K
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.79K+ 121.21% |
$242K - $316K
|
10.6K
$256K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1K+ 21.14% |
$41.8K - $54.6K
|
5.74K
$139K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
694New |
$29K - $37.8K
|
694
$16.8K
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.46KNew |
$186K - $243K
|
4.46K
$108K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7KNew |
$292K - $382K
|
7K
$169K
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-96- 1.77% |
$4.01K - $5.23K
|
5.34K
$129K
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.64K- 18.01% |
$68.6K - $89.5K
|
7.48K
$181K
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
4.33KNew |
$181K - $236K
|
4.33K
$105K
|
|
Jan 31, 2023
Q4 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.1K- 7.19% |
$45.9K - $60K
|
14.2K
$344K
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-50- 1.04% |
$2.09K - $2.73K
|
4.78K
$116K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
32+ 0.54% |
$1.34K - $1.74K
|
6.01K
$145K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
3.71K+ 3.24% |
$155K - $202K
|
118K
$2.86M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.32KNew |
$347K - $454K
|
8.32K
$201K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-400- 7.69% |
$16.7K - $21.8K
|
4.8K
$116K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
25.8K+ 113.88% |
$1.08M - $1.41M
|
48.5K
$1.17M
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
1+ 0.02% |
$41.8 - $54.5
|
5.89K
$143K
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$182K - $237K
|
4.35K
$105K
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.16KNew |
$174K - $227K
|
4.16K
$101K
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
310+ 6.34% |
$12.9K - $16.9K
|
5.2K
$126K
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.06KNew |
$211K - $276K
|
5.06K
$122K
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.92KNew |
$164K - $214K
|
3.92K
$94.8K
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
479+ 9.33% |
$20K - $26.1K
|
5.61K
$136K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.9KNew |
$537K - $701K
|
12.9K
$311K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-385- 7.85% |
$16.1K - $21K
|
4.52K
$109K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
695New |
$29K - $37.9K
|
695
$16.8K
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$176K - $230K
|
4.22K
$102K
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.05KNew |
$169K - $221K
|
4.05K
$98K
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-1.34K- 20.27% |
$55.9K - $73K
|
5.27K
$127K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 1.89% |
$41.8 - $54.5
|
54
$1.31K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
482+ 2.35% |
$20.1K - $26.3K
|
21K
$507K
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.07KNew |
$170K - $222K
|
4.07K
$98.6K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 1.65% |
$60K - $78.4K
|
85.5K
$2.07M
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.48K- 1.33% |
$61.6K - $80.4K
|
109K
$2.65M
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
4.22KNew |
$176K - $230K
|
4.22K
$102K
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-568- 11.86% |
$23.7K - $31K
|
4.22K
$102K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
414+ 8.56% |
$17.3K - $22.6K
|
5.25K
$127K
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.65KNew |
$319K - $417K
|
7.65K
$185K
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-74- 1.31% |
$3.09K - $4.03K
|
5.56K
$134K
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-300- 6.48% |
$12.5K - $16.4K
|
4.33K
$105K
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.08KNew |
$170K - $222K
|
4.08K
$98.7K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
96+ 1.6% |
$4.01K - $5.23K
|
6.11K
$148K
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.16KNew |
$174K - $227K
|
4.16K
$101K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3.41K- 2.45% |
$142K - $186K
|
135K
$3.28M
|