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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.4K+ 1.67% |
$38.9K - $44K
|
85.6K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.24K+ 7.02% |
$34.3K - $38.9K
|
18.9K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.06K+ 14.64% |
$29.4K - $33.3K
|
8.32K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1KNew |
$27.7K - $31.4K
|
1K
$23.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
884+ 10.09% |
$24.5K - $27.7K
|
9.64K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
771+ 168.34% |
$21.4K - $24.2K
|
1.23K
$28.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
706+ 2.07% |
$19.6K - $22.2K
|
34.9K
$806K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
687+ 9.06% |
$19K - $21.6K
|
8.27K
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
541+ 7.02% |
$15K - $17K
|
8.25K
$190K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
539+ 5.81% |
$14.9K - $16.9K
|
9.82K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
525New |
$14.5K - $16.5K
|
525
$12.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
468+ 5.5% |
$13K - $14.7K
|
8.98K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
454+ 1.71% |
$12.6K - $14.3K
|
27K
$624K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
414+ 156.23% |
$11.5K - $13K
|
679
$15.7K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
402+ 5.46% |
$11.1K - $12.6K
|
7.77K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
389+ 1.68% |
$10.8K - $12.2K
|
23.6K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
386+ 10.47% |
$10.7K - $12.1K
|
4.07K
$94K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
363New |
$10.1K - $11.4K
|
363
$8.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
319+ 0.4% |
$8.84K - $10K
|
80.1K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
271New |
$7.51K - $8.51K
|
271
$6.26K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
258+ 2.51% |
$7.15K - $8.1K
|
10.5K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
256+ 77.11% |
$7.09K - $8.04K
|
588
$13.6K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
248New |
$6.87K - $7.78K
|
248
$5.73K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
230+ 2.7% |
$6.37K - $7.22K
|
8.73K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
219+ 3.06% |
$6.07K - $6.87K
|
7.37K
$170K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
219+ 1.12% |
$6.07K - $6.87K
|
19.9K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
211+ 2.23% |
$5.84K - $6.62K
|
9.67K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
195+ 2.3% |
$5.4K - $6.12K
|
8.67K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
180+ 17.73% |
$4.99K - $5.65K
|
1.2K
$27.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
165+ 0.37% |
$4.57K - $5.18K
|
44.5K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
161New |
$4.46K - $5.05K
|
161
$3.72K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
160+ 112.68% |
$4.43K - $5.02K
|
302
$6.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
140+ 0.58% |
$3.88K - $4.39K
|
24.1K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
110+ 0.81% |
$3.05K - $3.45K
|
13.7K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
106+ 0.99% |
$2.94K - $3.33K
|
10.9K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$2.77K - $3.14K
|
100
$2.31K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$2.77K - $3.14K
|
100
$2.31K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
93+ 0.72% |
$2.58K - $2.92K
|
13K
$299K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
83+ 1.14% |
$2.3K - $2.61K
|
7.37K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
75+ 1.94% |
$2.08K - $2.35K
|
3.95K
$91.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
72+ 0.28% |
$1.99K - $2.26K
|
25.5K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
71+ 0.19% |
$1.97K - $2.23K
|
38K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
71+ 0.49% |
$1.97K - $2.23K
|
14.6K
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
63New |
$1.75K - $1.98K
|
63
$1.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
50+ 0.66% |
$1.39K - $1.57K
|
7.6K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25+ 0.09% |
$693 - $785
|
26.6K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
19+ 0.22% |
$526 - $596
|
8.55K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
6+ 0.01% |
$166 - $188
|
86K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.03% |
$139 - $157
|
18.8K
$433K
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
4+ 0.06% |
$111 - $126
|
7.26K
$168K
|