Latest Institutional Purchases of Pfizer Inc (PFE)
This list provides information on the latest institutional transactions involving Pfizer Inc (PFE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
292+ 0.34% |
$7.3K - $7.92K
|
85K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
291+ 10.79% |
$7.28K - $7.89K
|
2.99K
$71.3K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
290+ 7.5% |
$7.25K - $7.87K
|
4.16K
$99.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
283+ 1.92% |
$7.08K - $7.68K
|
15K
$359K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
279+ 0.29% |
$6.98K - $7.57K
|
95.3K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
269+ 7.48% |
$6.73K - $7.3K
|
3.87K
$92.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
268+ 1.6% |
$6.7K - $7.27K
|
17K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
261+ 1.44% |
$6.53K - $7.08K
|
18.4K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
261+ 1.55% |
$6.53K - $7.08K
|
17.1K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
254+ 3.14% |
$6.35K - $6.89K
|
8.35K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250+ 100.0% |
$6.25K - $6.78K
|
500
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
250+ 2.76% |
$6.25K - $6.78K
|
9.32K
$223K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
250+ 1.78% |
$6.25K - $6.78K
|
14.3K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
249+ 1.98% |
$6.23K - $6.76K
|
12.8K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
247+ 2.02% |
$6.18K - $6.7K
|
12.4K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
225+ 11.23% |
$5.63K - $6.1K
|
2.23K
$53.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
223+ 0.12% |
$5.58K - $6.05K
|
191K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
217+ 1033.33% |
$5.43K - $5.89K
|
238
$5.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
209+ 0.42% |
$5.23K - $5.67K
|
49.4K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
200+ 1111.11% |
$5K - $5.43K
|
218
$5.2K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 2.31% |
$5K - $5.43K
|
8.85K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
200+ 0.53% |
$5K - $5.43K
|
37.8K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
194+ 1.99% |
$4.85K - $5.26K
|
9.93K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
182+ 1.37% |
$4.55K - $4.94K
|
13.4K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
178+ 5.11% |
$4.45K - $4.83K
|
3.66K
$87.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
175+ 0.99% |
$4.38K - $4.75K
|
17.9K
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
172New |
$4.3K - $4.67K
|
172
$4.11K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
169+ 0.81% |
$4.23K - $4.58K
|
21K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
158+ 4.95% |
$3.95K - $4.29K
|
3.35K
$79.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
157+ 1.78% |
$3.93K - $4.26K
|
8.98K
$214K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
151+ 0.82% |
$3.78K - $4.1K
|
18.6K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
150+ 1.94% |
$3.75K - $4.07K
|
7.9K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
148+ 1.47% |
$3.7K - $4.02K
|
10.2K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
144+ 192.0% |
$3.6K - $3.91K
|
219
$5.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
136+ 10.42% |
$3.4K - $3.69K
|
1.44K
$34.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
132+ 1.26% |
$3.3K - $3.58K
|
10.6K
$252K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 1.76% |
$3.28K - $3.55K
|
7.56K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.19% |
$3.2K - $3.47K
|
68.3K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
126+ 0.75% |
$3.15K - $3.42K
|
17K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
120+ 6.75% |
$3K - $3.26K
|
1.9K
$45.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
117+ 146.25% |
$2.93K - $3.17K
|
197
$4.7K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
115New |
$2.88K - $3.12K
|
115
$2.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
114+ 1.08% |
$2.85K - $3.09K
|
10.7K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
113+ 3.73% |
$2.83K - $3.07K
|
3.14K
$75K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
113+ 2260.0% |
$2.83K - $3.07K
|
118
$2.82K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
113+ 1.25% |
$2.83K - $3.07K
|
9.14K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
110+ 41.04% |
$2.75K - $2.98K
|
378
$9.02K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 0.23% |
$2.7K - $2.93K
|
46.6K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
107+ 2.63% |
$2.68K - $2.9K
|
4.17K
$99.6K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
106+ 0.84% |
$2.65K - $2.88K
|
12.7K
$304K
|