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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
333+ 9.71% |
$8.33K - $9.03K
|
3.76K
$86.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
325+ 28.51% |
$8.13K - $8.82K
|
1.47K
$33.8K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
325+ 2.5% |
$8.13K - $8.82K
|
13.3K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
321+ 0.12% |
$8.03K - $8.71K
|
273K
$6.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
320+ 1.4% |
$8K - $8.68K
|
23.1K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
316+ 27.55% |
$7.9K - $8.57K
|
1.46K
$33.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
315+ 0.75% |
$7.88K - $8.55K
|
42.1K
$971K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
314+ 3.15% |
$7.85K - $8.52K
|
10.3K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
304+ 10.55% |
$7.6K - $8.25K
|
3.19K
$73.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
300+ 2.39% |
$7.5K - $8.14K
|
12.8K
$297K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
300+ 0.91% |
$7.5K - $8.14K
|
33.2K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
293+ 7.93% |
$7.33K - $7.95K
|
3.99K
$92K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
292+ 0.34% |
$7.3K - $7.92K
|
85K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
291+ 10.79% |
$7.28K - $7.89K
|
2.99K
$69K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
290+ 7.5% |
$7.25K - $7.87K
|
4.16K
$96K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
288+ 1.5% |
$7.2K - $7.81K
|
19.4K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
283+ 1.92% |
$7.08K - $7.68K
|
15K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
279+ 0.29% |
$6.98K - $7.57K
|
95.3K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
269+ 7.48% |
$6.73K - $7.3K
|
3.87K
$89.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
268+ 1.6% |
$6.7K - $7.27K
|
17K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
261+ 1.55% |
$6.53K - $7.08K
|
17.1K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
261+ 1.44% |
$6.53K - $7.08K
|
18.4K
$426K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
261+ 1.86% |
$6.53K - $7.08K
|
14.3K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
254+ 3.14% |
$6.35K - $6.89K
|
8.35K
$193K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
250+ 1.78% |
$6.25K - $6.78K
|
14.3K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
250+ 2.76% |
$6.25K - $6.78K
|
9.32K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250+ 100.0% |
$6.25K - $6.78K
|
500
$11.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
249+ 1.98% |
$6.23K - $6.76K
|
12.8K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
247+ 2.02% |
$6.18K - $6.7K
|
12.4K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
244New |
$6.1K - $6.62K
|
244
$5.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
225+ 11.23% |
$5.63K - $6.1K
|
2.23K
$51.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
223+ 0.12% |
$5.58K - $6.05K
|
191K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
217+ 1033.33% |
$5.43K - $5.89K
|
238
$5.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
209+ 0.42% |
$5.23K - $5.67K
|
49.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
208+ 0.11% |
$5.2K - $5.64K
|
187K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
200+ 0.53% |
$5K - $5.43K
|
37.8K
$873K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 2.31% |
$5K - $5.43K
|
8.85K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
200+ 1111.11% |
$5K - $5.43K
|
218
$5.03K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
200+ 1.75% |
$5K - $5.43K
|
11.6K
$268K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
199+ 33.67% |
$4.98K - $5.4K
|
790
$18.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
194+ 1.99% |
$4.85K - $5.26K
|
9.93K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
182+ 1.37% |
$4.55K - $4.94K
|
13.4K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
178+ 5.11% |
$4.45K - $4.83K
|
3.66K
$84.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
175+ 0.99% |
$4.38K - $4.75K
|
17.9K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
172New |
$4.3K - $4.67K
|
172
$3.97K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
169+ 0.81% |
$4.23K - $4.58K
|
21K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
158+ 4.95% |
$3.95K - $4.29K
|
3.35K
$77.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
157+ 1.78% |
$3.93K - $4.26K
|
8.98K
$207K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
151+ 0.82% |
$3.78K - $4.1K
|
18.6K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
150+ 1.94% |
$3.75K - $4.07K
|
7.9K
$182K
|