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 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
486+ 2.59% |
$12.2K - $13.2K
|
19.3K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
485+ 1.42% |
$12.1K - $13.2K
|
34.6K
$838K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
484+ 733.33% |
$12.1K - $13.1K
|
550
$13.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
483+ 0.25% |
$12.1K - $13.1K
|
195K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
472+ 5.65% |
$11.8K - $12.8K
|
8.83K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
467+ 2.06% |
$11.7K - $12.7K
|
23.2K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
459+ 5.06% |
$11.5K - $12.5K
|
9.53K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
451+ 0.36% |
$11.3K - $12.2K
|
126K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
435+ 1.93% |
$10.9K - $11.8K
|
23K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
428+ 0.41% |
$10.7K - $11.6K
|
105K
$2.53M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
428+ 2.63% |
$10.7K - $11.6K
|
16.7K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
426+ 36.32% |
$10.7K - $11.6K
|
1.6K
$38.8K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
425+ 1.25% |
$10.6K - $11.5K
|
34.4K
$833K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
424+ 3.56% |
$10.6K - $11.5K
|
12.3K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
414+ 1.33% |
$10.4K - $11.2K
|
31.6K
$767K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
414+ 1.72% |
$10.4K - $11.2K
|
24.5K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
407+ 3.03% |
$10.2K - $11K
|
13.9K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
406+ 3.84% |
$10.2K - $11K
|
11K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
405+ 2.77% |
$10.1K - $11K
|
15K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
401+ 2.18% |
$10K - $10.9K
|
18.8K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
400+ 0.95% |
$10K - $10.9K
|
42.6K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
398+ 0.34% |
$9.95K - $10.8K
|
116K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
396New |
$9.9K - $10.7K
|
396
$9.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
394+ 1.52% |
$9.85K - $10.7K
|
26.2K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
383+ 4.18% |
$9.58K - $10.4K
|
9.54K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
378+ 13.13% |
$9.45K - $10.3K
|
3.26K
$78.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
375+ 9.69% |
$9.38K - $10.2K
|
4.24K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
370+ 37.26% |
$9.25K - $10K
|
1.36K
$33K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
369+ 1.56% |
$9.23K - $10K
|
24.1K
$584K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
363+ 0.62% |
$9.08K - $9.85K
|
58.9K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
357+ 4.47% |
$8.93K - $9.69K
|
8.35K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
355+ 0.97% |
$8.88K - $9.63K
|
37K
$897K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
353+ 4.02% |
$8.83K - $9.58K
|
9.14K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
353+ 1.9% |
$8.83K - $9.58K
|
18.9K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
353+ 2.24% |
$8.83K - $9.58K
|
16.1K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
350+ 700.0% |
$8.75K - $9.5K
|
400
$9.7K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
350+ 0.38% |
$8.75K - $9.5K
|
92.6K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
339+ 0.17% |
$8.48K - $9.2K
|
201K
$4.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
333+ 9.71% |
$8.33K - $9.03K
|
3.76K
$91.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
325+ 28.51% |
$8.13K - $8.82K
|
1.47K
$35.5K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
325+ 2.5% |
$8.13K - $8.82K
|
13.3K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
321+ 0.12% |
$8.03K - $8.71K
|
273K
$6.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
320+ 1.4% |
$8K - $8.68K
|
23.1K
$561K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
316+ 27.55% |
$7.9K - $8.57K
|
1.46K
$35.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
315+ 0.75% |
$7.88K - $8.55K
|
42.1K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
315+ 2.25% |
$7.88K - $8.55K
|
14.3K
$347K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
314+ 3.15% |
$7.85K - $8.52K
|
10.3K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
308+ 0.4% |
$7.7K - $8.36K
|
76.5K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
307+ 0.17% |
$7.68K - $8.33K
|
180K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
304+ 10.55% |
$7.6K - $8.25K
|
3.19K
$77.2K
|