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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
61+ 0.24% |
$1.54K - $1.81K
|
25.8K
$765K
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
60+ 0.3% |
$1.52K - $1.78K
|
20.3K
$603K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
59New |
$1.49K - $1.75K
|
59
$1.75K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
58+ 3.72% |
$1.47K - $1.72K
|
1.62K
$48K
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
58+ 1.11% |
$1.47K - $1.72K
|
5.31K
$157K
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
56+ 0.46% |
$1.41K - $1.66K
|
12.3K
$366K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
CALL |
56+ 16.82% |
$1.41K - $1.66K
|
389
$11.5K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.07% |
$1.29K - $1.51K
|
77.6K
$2.3M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 29.41% |
$1.26K - $1.48K
|
220
$6.53K
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
50+ 0.25% |
$1.26K - $1.48K
|
20.5K
$607K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50+ 0.23% |
$1.26K - $1.48K
|
22K
$652K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.08% |
$1.26K - $1.48K
|
61.8K
$1.83M
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49+ 0.31% |
$1.24K - $1.45K
|
16.1K
$478K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
49+ 15.56% |
$1.24K - $1.45K
|
364
$10.8K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
49+ 7.18% |
$1.24K - $1.45K
|
731
$21.7K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
47New |
$1.19K - $1.39K
|
47
$1.39K
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
41+ 0.16% |
$1.04K - $1.21K
|
25.6K
$758K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
40New |
$1.01K - $1.18K
|
40
$1.19K
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
39+ 0.09% |
$985 - $1.15K
|
41.7K
$1.24M
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
37+ 0.19% |
$935 - $1.1K
|
20K
$594K
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
37+ 0.28% |
$935 - $1.1K
|
13.2K
$391K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
36+ 0.11% |
$909 - $1.07K
|
32.6K
$968K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
34+ 2.64% |
$859 - $1.01K
|
1.32K
$39.2K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32+ 0.02% |
$808 - $947
|
185K
$5.48M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32+ 9.12% |
$808 - $947
|
383
$11.4K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
32+ 1.53% |
$808 - $947
|
2.12K
$62.9K
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31+ 1.49% |
$783 - $918
|
2.11K
$62.5K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.12% |
$733 - $858
|
25.2K
$749K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
29+ 0.31% |
$733 - $858
|
9.41K
$279K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
28+ 0.25% |
$707 - $829
|
11.1K
$329K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
28+ 1.49% |
$707 - $829
|
1.9K
$56.4K
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
28+ 0.18% |
$707 - $829
|
16K
$474K
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
26+ 0.11% |
$657 - $770
|
22.9K
$679K
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
25+ 0.04% |
$632 - $740
|
58.6K
$1.74M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.19% |
$606 - $710
|
12.8K
$380K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.12% |
$606 - $710
|
19.3K
$572K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
24+ 0.58% |
$606 - $710
|
4.13K
$122K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 1.2% |
$581 - $681
|
1.93K
$57.3K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.2% |
$530 - $622
|
10.5K
$311K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$505 - $592
|
20
$593
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 0.06% |
$480 - $562
|
30.1K
$893K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19+ 0.03% |
$480 - $562
|
56.4K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17+ 0.19% |
$429 - $503
|
9.04K
$268K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.09% |
$429 - $503
|
19.6K
$582K
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 1.56% |
$429 - $503
|
1.11K
$32.8K
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16+ 0.07% |
$404 - $474
|
22K
$653K
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
15+ 0.02% |
$379 - $444
|
67K
$1.99M
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
13+ 0.23% |
$328 - $385
|
5.64K
$167K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12+ 29.27% |
$303 - $355
|
53
$1.57K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12+ 0.12% |
$303 - $355
|
10.3K
$305K
|