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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.21K+ 12.67% |
$80.3K - $87.1K
|
28.6K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.18K+ 23.87% |
$79.4K - $86.1K
|
16.5K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
3.16K+ 8.17% |
$79.1K - $85.8K
|
41.9K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.15K+ 35.98% |
$78.8K - $85.5K
|
11.9K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.15K+ 11.06% |
$78.8K - $85.4K
|
31.6K
$765K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.14K+ 4.3% |
$78.6K - $85.3K
|
76.3K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
3.14K+ 18.77% |
$78.5K - $85.2K
|
19.9K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.13K+ 3.69% |
$78.2K - $84.9K
|
87.8K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 19.85% |
$77.9K - $84.5K
|
18.8K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.1KNew |
$77.6K - $84.2K
|
3.1K
$75K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.08K+ 8.62% |
$77K - $83.5K
|
38.8K
$938K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
3.06K+ 4.61% |
$76.6K - $83.1K
|
69.5K
$1.68M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.05K+ 15.31% |
$76.3K - $82.7K
|
23K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 12.06% |
$75.8K - $82.2K
|
28.2K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.01K+ 5.77% |
$75.2K - $81.5K
|
55K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3K+ 11.68% |
$75K - $81.3K
|
28.7K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.96K+ 6.48% |
$74.1K - $80.4K
|
48.7K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.95K+ 6.25% |
$73.8K - $80K
|
50.2K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
2.92K+ 2.62% |
$73K - $79.2K
|
114K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.92K+ 0.57% |
$72.9K - $79.1K
|
517K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.91K+ 36.33% |
$72.8K - $79K
|
10.9K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.89K+ 21.28% |
$72.2K - $78.3K
|
16.4K
$398K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.86K+ 26.46% |
$71.6K - $77.7K
|
13.7K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.86K+ 11.19% |
$71.4K - $77.5K
|
28.4K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.85K+ 4.12% |
$71.4K - $77.4K
|
72K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
2.84K+ 11.19% |
$71K - $77K
|
28.2K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.83K+ 6.58% |
$70.8K - $76.8K
|
45.9K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.83K+ 29.14% |
$70.7K - $76.7K
|
12.5K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
2.82K+ 0.71% |
$70.5K - $76.5K
|
401K
$9.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
2.82K+ 20.65% |
$70.4K - $76.4K
|
16.5K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.82K+ 0.44% |
$70.4K - $76.4K
|
645K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.79KNew |
$69.8K - $75.7K
|
2.79K
$67.5K
|
|
|
May 06, 2025
Q1 2025
|
Brooktree Capital Management
|
BUY
|
- |
2.79K+ 2.42% |
$69.7K - $75.6K
|
118K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.78K+ 3.5% |
$69.6K - $75.5K
|
82.3K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.78K+ 31.92% |
$69.5K - $75.4K
|
11.5K
$278K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.78K+ 25.95% |
$69.5K - $75.4K
|
13.5K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.77K+ 4.95% |
$69.3K - $75.1K
|
58.7K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.76K+ 49.33% |
$69.1K - $74.9K
|
8.36K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.74K+ 9.87% |
$68.6K - $74.4K
|
30.5K
$738K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.74K+ 4.18% |
$68.5K - $74.3K
|
68.3K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.73K+ 7.74% |
$68.3K - $74.1K
|
38K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.72K+ 10.8% |
$67.9K - $73.7K
|
27.9K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.7K+ 21.47% |
$67.5K - $73.2K
|
15.3K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.69K+ 5.44% |
$67.3K - $73K
|
52.1K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.69K+ 16.2% |
$67.2K - $72.9K
|
19.3K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
2.67K+ 1.38% |
$66.8K - $72.5K
|
196K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.66K+ 20.5% |
$66.6K - $72.2K
|
15.6K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.65K+ 19.1% |
$66.2K - $71.8K
|
16.5K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.63KNew |
$65.9K - $71.4K
|
2.63K
$63.7K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.61K+ 6.5% |
$65.2K - $70.8K
|
42.7K
$1.03M
|