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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
61+ 0.71% |
$1.53K - $1.65K
|
8.65K
$200K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 0.07% |
$1.5K - $1.63K
|
85.2K
$1.97M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
55+ 0.17% |
$1.38K - $1.49K
|
32.4K
$747K
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
54+ 0.21% |
$1.35K - $1.47K
|
25.8K
$596K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 1.22% |
$1.35K - $1.47K
|
4.47K
$103K
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
53+ 0.56% |
$1.33K - $1.44K
|
9.48K
$219K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.52% |
$1.28K - $1.38K
|
9.88K
$228K
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
50+ 0.15% |
$1.25K - $1.36K
|
34.1K
$788K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$1.25K - $1.36K
|
50
$1.15K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
48+ 0.07% |
$1.2K - $1.3K
|
65.9K
$1.52M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
45+ 0.5% |
$1.13K - $1.22K
|
9.1K
$210K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
45+ 0.32% |
$1.13K - $1.22K
|
14.3K
$331K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
45+ 0.38% |
$1.13K - $1.22K
|
11.9K
$275K
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.15% |
$1.05K - $1.14K
|
27.5K
$634K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.97% |
$975 - $1.06K
|
4.05K
$93.6K
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 0.4% |
$925 - $1K
|
9.24K
$213K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
37+ 3.73% |
$925 - $1K
|
1.03K
$23.8K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
36+ 0.09% |
$900 - $977
|
39.2K
$905K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
36+ 4.57% |
$900 - $977
|
824
$19K
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 0.11% |
$850 - $922
|
29.7K
$685K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
34+ 0.15% |
$850 - $922
|
22.7K
$524K
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
32+ 0.34% |
$800 - $868
|
9.47K
$219K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
32+ 0.25% |
$800 - $868
|
12.7K
$294K
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
31+ 0.27% |
$775 - $841
|
11.4K
$263K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
CALL |
30+ 8.43% |
$750 - $814
|
386
$8.91K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30+ 0.26% |
$750 - $814
|
11.6K
$267K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
28+ 0.02% |
$700 - $760
|
114K
$2.63M
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
26+ 0.24% |
$650 - $705
|
10.9K
$251K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25+ 0.16% |
$625 - $678
|
15.2K
$351K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23+ 1.64% |
$575 - $624
|
1.42K
$32.9K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
19+ 1.61% |
$475 - $515
|
1.2K
$27.7K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 1.58% |
$450 - $488
|
1.16K
$26.8K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 0.2% |
$450 - $488
|
9.09K
$210K
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
17+ 0.17% |
$425 - $461
|
9.75K
$225K
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
16+ 0.16% |
$400 - $434
|
10.1K
$234K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.77% |
$350 - $380
|
1.84K
$42.4K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.46% |
$350 - $380
|
3.04K
$70.1K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12+ 0.37% |
$300 - $326
|
3.22K
$74.4K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
12+ 0.69% |
$300 - $326
|
1.75K
$40.3K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 1.35% |
$300 - $326
|
899
$20.8K
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11+ 0.11% |
$275 - $298
|
9.69K
$224K
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
10+ 0.02% |
$250 - $271
|
43.2K
$997K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.41% |
$225 - $244
|
2.21K
$50.9K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.14% |
$225 - $244
|
6.33K
$146K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 0.18% |
$200 - $217
|
4.51K
$104K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
8+ 1.04% |
$200 - $217
|
774
$17.9K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.05% |
$175 - $190
|
14.9K
$344K
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
7+ 0.05% |
$175 - $190
|
13.9K
$322K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
6+ 0.17% |
$150 - $163
|
3.46K
$79.9K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 1.53% |
$150 - $163
|
398
$9.19K
|