Purchases and Sales Made in Q1 2025 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q1 2025. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.47K+ 969.22% |
$212K - $230K
|
9.35K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.32K+ 12.91% |
$208K - $226K
|
72.8K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
8.28KNew |
$207K - $225K
|
8.28K
$200K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.28KNew |
$207K - $225K
|
8.28K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.26KNew |
$207K - $224K
|
8.26K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.23K+ 18.51% |
$206K - $223K
|
52.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 5.29% |
$205K - $222K
|
163K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.15K+ 7.78% |
$204K - $221K
|
113K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.14K+ 11.34% |
$204K - $221K
|
79.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
8.14K+ 72.04% |
$204K - $221K
|
19.4K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
8.14K+ 28.73% |
$203K - $221K
|
36.5K
$882K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
8.07K+ 14.04% |
$202K - $219K
|
65.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.07KNew |
$202K - $219K
|
8.07K
$195K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.99K+ 13.2% |
$200K - $217K
|
68.6K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.99K+ 35.07% |
$200K - $217K
|
30.8K
$744K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
7.94K+ 4.58% |
$199K - $215K
|
181K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.92KNew |
$198K - $215K
|
7.92K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7.91KNew |
$198K - $214K
|
7.91K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.9KNew |
$197K - $214K
|
7.9K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.89K+ 6.59% |
$197K - $214K
|
128K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.85K+ 8.12% |
$196K - $213K
|
104K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.81K+ 10.68% |
$195K - $212K
|
81K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
7.8K+ 2.9% |
$195K - $212K
|
277K
$6.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.78K+ 63.6% |
$195K - $211K
|
20K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
7.7K+ 21.54% |
$193K - $209K
|
43.5K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.7K+ 594.67% |
$192K - $209K
|
8.99K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7.61K+ 1522.0% |
$190K - $206K
|
8.11K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.59K+ 6.96% |
$190K - $206K
|
117K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.58K+ 5.62% |
$189K - $206K
|
142K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.56K+ 15.82% |
$189K - $205K
|
55.3K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
7.54K+ 1.27% |
$189K - $205K
|
601K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
7.47K+ 44.21% |
$187K - $203K
|
24.4K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.41K+ 7.66% |
$185K - $201K
|
104K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
7.38K+ 1.83% |
$185K - $200K
|
411K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
7.37K+ 7.53% |
$184K - $200K
|
105K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.33K+ 51.86% |
$183K - $199K
|
21.5K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.33K+ 6.86% |
$183K - $199K
|
114K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.33K+ 67.95% |
$183K - $199K
|
18.1K
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.28K+ 14.32% |
$182K - $197K
|
58.1K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.25K+ 64.26% |
$181K - $197K
|
18.5K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.24K+ 3.12% |
$181K - $196K
|
239K
$5.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7.23K+ 13.95% |
$181K - $196K
|
59.1K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
7.22K+ 8.79% |
$181K - $196K
|
89.3K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.2K+ 15.19% |
$180K - $195K
|
54.6K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
7.15K+ 18.56% |
$179K - $194K
|
45.6K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.07K+ 17.1% |
$177K - $192K
|
48.4K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.05K+ 5.99% |
$176K - $191K
|
125K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7.01K+ 252.0% |
$175K - $190K
|
9.79K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7K+ 12068.97% |
$175K - $190K
|
7.06K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
6.98K+ 1.74% |
$175K - $189K
|
408K
$9.86M
|