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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
6.86KNew |
$173K - $203K
|
6.86K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.04KNew |
$152K - $179K
|
6.04K
$139K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.44KNew |
$137K - $161K
|
5.44K
$126K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
5.08KNew |
$128K - $150K
|
5.08K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
5KNew |
$126K - $148K
|
5K
$115K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
PUT |
5KNew |
$126K - $148K
|
5K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
4.5KNew |
$114K - $133K
|
4.5K
$104K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.17K+ 53.07% |
$105K - $123K
|
12K
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
Maj Invest Holding A
|
BUY
|
- |
4KNew |
$101K - $118K
|
4K
$92.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.51KNew |
$88.7K - $104K
|
3.51K
$81.1K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
3.4K+ 7.8% |
$86K - $101K
|
47.1K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.4KNew |
$85.8K - $100K
|
3.4K
$78.4K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
CALL |
2.9K+ 64.44% |
$73.3K - $85.8K
|
7.4K
$171K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.85KNew |
$72K - $84.4K
|
2.85K
$65.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.72K+ 14.18% |
$68.8K - $80.6K
|
21.9K
$506K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.68K+ 12.65% |
$67.6K - $79.3K
|
23.9K
$551K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
2.56K+ 5.35% |
$64.7K - $75.8K
|
50.4K
$1.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
2.37K+ 4.31% |
$60K - $70.3K
|
57.5K
$1.33M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.32K+ 15.89% |
$58.7K - $68.8K
|
17K
$391K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.2K+ 21.42% |
$55.6K - $65.1K
|
12.5K
$288K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.92KNew |
$48.6K - $56.9K
|
1.92K
$44.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.8KNew |
$45.5K - $53.3K
|
1.8K
$41.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.77KNew |
$44.6K - $52.3K
|
1.77K
$40.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.22KNew |
$30.8K - $36.1K
|
1.22K
$28.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05KNew |
$26.6K - $31.2K
|
1.05K
$24.3K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
1KNew |
$25.3K - $29.6K
|
1K
$23.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
1KNew |
$25.3K - $29.6K
|
1K
$23.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$25.3K - $29.6K
|
1K
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
887+ 887.0% |
$22.4K - $26.3K
|
987
$22.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
824+ 10.07% |
$20.8K - $24.4K
|
9.01K
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
795New |
$20.1K - $23.5K
|
795
$18.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
650New |
$16.4K - $19.2K
|
650
$15K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
554+ 2.45% |
$14K - $16.4K
|
23.1K
$534K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
521+ 7.23% |
$13.2K - $15.4K
|
7.73K
$178K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
515+ 15.99% |
$13K - $15.2K
|
3.74K
$86.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
343+ 10.39% |
$8.66K - $10.2K
|
3.64K
$84.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
313New |
$7.91K - $9.26K
|
313
$7.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
222New |
$5.61K - $6.57K
|
222
$5.13K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
200New |
$5.05K - $5.92K
|
200
$4.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.92K
|
200
$4.62K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
100+ 0.67% |
$2.53K - $2.96K
|
15.1K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
94+ 1.04% |
$2.37K - $2.78K
|
9.18K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
59New |
$1.49K - $1.75K
|
59
$1.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
40New |
$1.01K - $1.18K
|
40
$924
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12+ 29.27% |
$303 - $355
|
53
$1.22K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 1.69% |
$101 - $118
|
241
$5.56K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.0% |
$101 - $118
|
127K
$2.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.03% |
$101 - $118
|
12.6K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3+ 0.02% |
$75.8 - $88.8
|
18.6K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2+ 0.04% |
$50.5 - $59.2
|
5.52K
$127K
|