Latest Institutional Sells of Pfizer Inc (PFE)
This list provides information on the latest institutional transactions involving Pfizer Inc (PFE) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-270- 4.51% |
$9.75K - $11.3K
|
5.72K
$139K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-264- 3.51% |
$9.54K - $11K
|
7.26K
$176K
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-197- 3.01% |
$7.12K - $8.23K
|
6.35K
$154K
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-152- 2.67% |
$5.49K - $6.35K
|
5.55K
$134K
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-104- 1.82% |
$3.76K - $4.35K
|
5.6K
$136K
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-85- 1.33% |
$3.07K - $3.55K
|
6.3K
$153K
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-58- 0.95% |
$2.09K - $2.42K
|
6.05K
$147K
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-52- 0.66% |
$1.88K - $2.17K
|
7.87K
$191K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-38- 5.96% |
$1.37K - $1.59K
|
600
$14.5K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-25- 0.27% |
$903 - $1.04K
|
9.09K
$220K
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-21- 0.33% |
$759 - $878
|
6.31K
$153K
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-16- 0.18% |
$578 - $669
|
8.89K
$215K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-9- 0.38% |
$325 - $376
|
2.39K
$58K
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.07% |
$144 - $167
|
6.03K
$146K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-111K- 44.0% |
$4.38M - $5.7M
|
141K
$3.43M
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-108K- 28.91% |
$4.26M - $5.54M
|
266K
$6.44M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-102K- 90.98% |
$4.04M - $5.26M
|
10.2K
$246K
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-93.9K- 24.57% |
$3.7M - $4.82M
|
288K
$6.99M
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-64.5K- 97.79% |
$2.54M - $3.31M
|
1.46K
$35.4K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-35K- 66.55% |
$1.38M - $1.79M
|
17.6K
$426K
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-26.3K- 62.26% |
$1.04M - $1.35M
|
15.9K
$386K
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-24.3K- 34.54% |
$959K - $1.25M
|
46.1K
$1.12M
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-21.3K- 49.96% |
$841K - $1.09M
|
21.4K
$518K
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-20K- 5.89% |
$788K - $1.03M
|
319K
$7.74M
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-18.4K- 73.35% |
$725K - $943K
|
6.68K
$162K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-17.8K- 15.76% |
$702K - $914K
|
95.3K
$2.31M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-16.3K- 30.75% |
$642K - $835K
|
36.7K
$889K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15K- 61.41% |
$592K - $770K
|
9.44K
$229K
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 8.14% |
$583K - $758K
|
167K
$4.04M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.8KClosed |
$582K - $758K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-13.2K- 10.58% |
$520K - $677K
|
112K
$2.7M
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 65.64% |
$425K - $553K
|
5.65K
$137K
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.9K- 3.14% |
$232K - $302K
|
182K
$4.4M
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-5K- 48.8% |
$197K - $256K
|
5.25K
$127K
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-4.13K- 35.95% |
$163K - $212K
|
7.35K
$178K
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.4K- 31.91% |
$134K - $174K
|
7.25K
$176K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.54K- 24.6% |
$99.9K - $130K
|
7.77K
$188K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.34K- 30.89% |
$92.3K - $120K
|
5.24K
$127K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.23K- 20.97% |
$87.9K - $114K
|
8.41K
$204K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 85.35% |
$72.3K - $94.1K
|
315
$7.64K
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.76K- 3.17% |
$69.3K - $90.2K
|
53.8K
$1.3M
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 21.09% |
$63K - $82K
|
5.99K
$145K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.45K- 7.49% |
$57K - $74.2K
|
17.9K
$433K
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.4K- 20.93% |
$55.2K - $71.9K
|
5.3K
$128K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.34K- 19.19% |
$52.7K - $68.7K
|
5.64K
$137K
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-874- 14.98% |
$34.4K - $44.8K
|
4.96K
$120K
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-851- 9.1% |
$33.5K - $43.6K
|
8.5K
$206K
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-830- 9.68% |
$32.7K - $42.6K
|
7.75K
$188K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-808- 97.58% |
$31.8K - $41.4K
|
20
$485
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-743- 26.34% |
$29.3K - $38.1K
|
2.08K
$50.4K
|