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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-15- 0.3% |
$626 - $818
|
5K
$121K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
51+ 0.94% |
$2.13K - $2.78K
|
5.48K
$133K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 3.99% |
$8.35K - $10.9K
|
4.81K
$116K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
11+ 0.18% |
$459 - $600
|
6.11K
$148K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$488K - $637K
|
11.7K
$283K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4.5KNew |
$188K - $245K
|
4.5K
$109K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-3.08K- 4.12% |
$128K - $168K
|
71.6K
$1.73M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
4.24KNew |
$177K - $231K
|
4.24K
$102K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-216- 0.12% |
$9.02K - $11.8K
|
179K
$4.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Touchstone Capital, Inc.
|
SELL
|
- |
-75- 1.64% |
$3.13K - $4.09K
|
4.5K
$109K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
4.27KNew |
$178K - $232K
|
4.27K
$103K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4.52KNew |
$189K - $247K
|
4.52K
$109K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.19K+ 113.47% |
$91.4K - $119K
|
4.12K
$99.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-17.7K- 72.26% |
$740K - $966K
|
6.81K
$165K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4.67KNew |
$195K - $254K
|
4.67K
$113K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.97KNew |
$208K - $271K
|
4.97K
$120K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.12K- 0.52% |
$46.6K - $60.8K
|
212K
$5.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-331- 6.06% |
$13.8K - $18K
|
5.13K
$124K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.01KNew |
$168K - $219K
|
4.01K
$97.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$176K - $230K
|
4.22K
$102K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.18K+ 23.84% |
$49.2K - $64.3K
|
6.12K
$148K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.41K- 37.61% |
$101K - $131K
|
3.99K
$96.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-570- 0.67% |
$23.8K - $31.1K
|
84K
$2.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
40.8K+ 23.0% |
$1.7M - $2.22M
|
218K
$5.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.1% |
$209 - $273
|
4.82K
$116K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
524+ 2.9% |
$21.9K - $28.6K
|
18.6K
$450K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
4.15KNew |
$173K - $226K
|
4.15K
$100K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.43K- 4.6% |
$101K - $132K
|
50.4K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
4.35KNew |
$182K - $237K
|
4.35K
$105K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
461New |
$19.2K - $25.1K
|
461
$11.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-219- 3.6% |
$9.14K - $11.9K
|
5.87K
$142K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$180K - $235K
|
4.31K
$104K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.53KNew |
$314K - $410K
|
7.53K
$182K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
166+ 0.77% |
$6.93K - $9.05K
|
21.8K
$526K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.9KNew |
$163K - $213K
|
3.9K
$94.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-7.26K- 0.89% |
$303K - $396K
|
806K
$19.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
194+ 4.19% |
$8.1K - $10.6K
|
4.83K
$117K
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
SELL
|
- |
-428- 3.72% |
$17.9K - $23.3K
|
11.1K
$268K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.21K+ 17.74% |
$50.4K - $65.8K
|
8.02K
$194K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.52K- 0.67% |
$105K - $137K
|
376K
$9.09M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
200+ 0.76% |
$8.35K - $10.9K
|
26.5K
$642K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.62K+ 3.12% |
$276K - $361K
|
219K
$5.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1.5KNew |
$62.6K - $81.8K
|
1.5K
$36.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.84KNew |
$202K - $264K
|
4.84K
$117K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5.83K- 1.86% |
$243K - $318K
|
308K
$7.44M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
634New |
$26.5K - $34.6K
|
634
$15.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
28+ 0.23% |
$1.17K - $1.53K
|
12.4K
$300K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.98KNew |
$166K - $217K
|
3.98K
$96.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
10+ 0.19% |
$418 - $545
|
5.18K
$125K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.61KNew |
$109K - $142K
|
2.61K
$63.1K
|