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 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 1.22% |
$1.35K - $1.47K
|
4.47K
$103K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
54+ 0.21% |
$1.35K - $1.47K
|
25.8K
$596K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
53+ 0.56% |
$1.33K - $1.44K
|
9.48K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.52% |
$1.28K - $1.38K
|
9.88K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$1.25K - $1.36K
|
50
$1.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
50+ 0.15% |
$1.25K - $1.36K
|
34.1K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
48+ 0.07% |
$1.2K - $1.3K
|
65.9K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
45+ 0.38% |
$1.13K - $1.22K
|
11.9K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
45+ 0.32% |
$1.13K - $1.22K
|
14.3K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
45+ 0.5% |
$1.13K - $1.22K
|
9.1K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.15% |
$1.05K - $1.14K
|
27.5K
$634K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.97% |
$975 - $1.06K
|
4.05K
$93.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
37+ 3.73% |
$925 - $1K
|
1.03K
$23.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 0.4% |
$925 - $1K
|
9.24K
$213K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
36+ 4.57% |
$900 - $977
|
824
$19K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
36+ 0.09% |
$900 - $977
|
39.2K
$905K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
34+ 0.15% |
$850 - $922
|
22.7K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 0.11% |
$850 - $922
|
29.7K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
32+ 0.25% |
$800 - $868
|
12.7K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
32+ 0.34% |
$800 - $868
|
9.47K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
31+ 0.27% |
$775 - $841
|
11.4K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30+ 0.26% |
$750 - $814
|
11.6K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
28+ 0.02% |
$700 - $760
|
114K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
26+ 0.24% |
$650 - $705
|
10.9K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25+ 0.16% |
$625 - $678
|
15.2K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23+ 1.64% |
$575 - $624
|
1.42K
$32.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
19+ 1.61% |
$475 - $515
|
1.2K
$27.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 0.2% |
$450 - $488
|
9.09K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 1.58% |
$450 - $488
|
1.16K
$26.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
17+ 0.17% |
$425 - $461
|
9.75K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
16+ 0.16% |
$400 - $434
|
10.1K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.46% |
$350 - $380
|
3.04K
$70.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.77% |
$350 - $380
|
1.84K
$42.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 1.35% |
$300 - $326
|
899
$20.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
12+ 0.69% |
$300 - $326
|
1.75K
$40.3K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12+ 0.37% |
$300 - $326
|
3.22K
$74.4K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11+ 0.11% |
$275 - $298
|
9.69K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
10+ 0.02% |
$250 - $271
|
43.2K
$997K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.14% |
$225 - $244
|
6.33K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.41% |
$225 - $244
|
2.21K
$50.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
8+ 1.04% |
$200 - $217
|
774
$17.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 0.18% |
$200 - $217
|
4.51K
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
7+ 0.05% |
$175 - $190
|
13.9K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.05% |
$175 - $190
|
14.9K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 1.53% |
$150 - $163
|
398
$9.19K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
6+ 0.17% |
$150 - $163
|
3.46K
$79.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.05% |
$125 - $136
|
9.63K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5+ 0.26% |
$125 - $136
|
1.94K
$44.7K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5+ 0.03% |
$125 - $136
|
15.8K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 0.8% |
$75 - $81.4
|
380
$8.77K
|