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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
148+ 1.47% |
$3.7K - $4.02K
|
10.2K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
144+ 192.0% |
$3.6K - $3.91K
|
219
$5.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
136+ 10.42% |
$3.4K - $3.69K
|
1.44K
$33.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
132+ 1.26% |
$3.3K - $3.58K
|
10.6K
$244K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 1.76% |
$3.28K - $3.55K
|
7.56K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.19% |
$3.2K - $3.47K
|
68.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
128New |
$3.2K - $3.47K
|
128
$2.96K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
126+ 0.75% |
$3.15K - $3.42K
|
17K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
120+ 6.75% |
$3K - $3.26K
|
1.9K
$43.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
117+ 146.25% |
$2.93K - $3.17K
|
197
$4.55K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
115New |
$2.88K - $3.12K
|
115
$2.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
114+ 1.08% |
$2.85K - $3.09K
|
10.7K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
113+ 1.25% |
$2.83K - $3.07K
|
9.14K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
113+ 2260.0% |
$2.83K - $3.07K
|
118
$2.72K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
113+ 3.73% |
$2.83K - $3.07K
|
3.14K
$72.5K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
113+ 0.96% |
$2.83K - $3.07K
|
11.9K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
110+ 41.04% |
$2.75K - $2.98K
|
378
$8.73K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 0.23% |
$2.7K - $2.93K
|
46.6K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
107+ 2.63% |
$2.68K - $2.9K
|
4.17K
$96.4K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
106+ 0.84% |
$2.65K - $2.88K
|
12.7K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
105+ 4.07% |
$2.63K - $2.85K
|
2.69K
$62K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
105New |
$2.63K - $2.85K
|
105
$2.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
104+ 0.72% |
$2.6K - $2.82K
|
14.6K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
104+ 0.91% |
$2.6K - $2.82K
|
11.5K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
104+ 0.67% |
$2.6K - $2.82K
|
15.6K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
103+ 0.81% |
$2.58K - $2.79K
|
12.8K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
101New |
$2.53K - $2.74K
|
101
$2.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
100+ 0.83% |
$2.5K - $2.71K
|
12.1K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
100+ 0.37% |
$2.5K - $2.71K
|
27.3K
$630K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.09% |
$2.5K - $2.71K
|
106K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
98+ 3.24% |
$2.45K - $2.66K
|
3.12K
$72.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
98+ 466.67% |
$2.45K - $2.66K
|
119
$2.75K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
95+ 0.59% |
$2.38K - $2.58K
|
16.2K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.63% |
$2.38K - $2.58K
|
15.2K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
95+ 0.94% |
$2.38K - $2.58K
|
10.2K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
92+ 1.04% |
$2.3K - $2.5K
|
8.96K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
90+ 4.0% |
$2.25K - $2.44K
|
2.34K
$54.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
86+ 1.63% |
$2.15K - $2.33K
|
5.36K
$124K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
85+ 8.75% |
$2.13K - $2.31K
|
1.06K
$24.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
83+ 5.97% |
$2.08K - $2.25K
|
1.47K
$34K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
80+ 0.76% |
$2K - $2.17K
|
10.6K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
77+ 3.58% |
$1.93K - $2.09K
|
2.23K
$51.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.53% |
$1.83K - $1.98K
|
13.8K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
73+ 7.34% |
$1.83K - $1.98K
|
1.07K
$24.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
69+ 0.41% |
$1.73K - $1.87K
|
16.9K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
68+ 0.2% |
$1.7K - $1.84K
|
33.6K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
66+ 0.22% |
$1.65K - $1.79K
|
30.7K
$710K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
61+ 0.71% |
$1.53K - $1.65K
|
8.65K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 0.07% |
$1.5K - $1.63K
|
85.2K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
55+ 0.17% |
$1.38K - $1.49K
|
32.4K
$747K
|