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 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
80+ 0.76% |
$2K - $2.17K
|
10.6K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
77+ 3.58% |
$1.93K - $2.09K
|
2.23K
$54K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.53% |
$1.83K - $1.98K
|
13.8K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
73+ 7.34% |
$1.83K - $1.98K
|
1.07K
$25.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
69+ 0.41% |
$1.73K - $1.87K
|
16.9K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
68+ 0.2% |
$1.7K - $1.84K
|
33.6K
$815K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
66+ 0.22% |
$1.65K - $1.79K
|
30.7K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
65+ 35.14% |
$1.63K - $1.76K
|
250
$6.06K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
64+ 0.24% |
$1.6K - $1.74K
|
26.6K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
63+ 0.73% |
$1.58K - $1.71K
|
8.74K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
62+ 0.79% |
$1.55K - $1.68K
|
7.92K
$192K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
61+ 0.71% |
$1.53K - $1.65K
|
8.65K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 0.07% |
$1.5K - $1.63K
|
85.2K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
55+ 0.17% |
$1.38K - $1.49K
|
32.4K
$784K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 1.22% |
$1.35K - $1.47K
|
4.47K
$108K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
54+ 0.21% |
$1.35K - $1.47K
|
25.8K
$626K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
53+ 0.56% |
$1.33K - $1.44K
|
9.48K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
52+ 5.92% |
$1.3K - $1.41K
|
930
$22.5K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.52% |
$1.28K - $1.38K
|
9.88K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$1.25K - $1.36K
|
50
$1.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
50+ 0.15% |
$1.25K - $1.36K
|
34.1K
$827K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
50New |
$1.25K - $1.36K
|
50
$1.21K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
48+ 0.07% |
$1.2K - $1.3K
|
65.9K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
45+ 0.38% |
$1.13K - $1.22K
|
11.9K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
45+ 0.32% |
$1.13K - $1.22K
|
14.3K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
45+ 0.5% |
$1.13K - $1.22K
|
9.1K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.15% |
$1.05K - $1.14K
|
27.5K
$666K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.97% |
$975 - $1.06K
|
4.05K
$98.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
37+ 3.73% |
$925 - $1K
|
1.03K
$25K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 0.4% |
$925 - $1K
|
9.24K
$224K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
36+ 4.57% |
$900 - $977
|
824
$20K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
36+ 0.09% |
$900 - $977
|
39.2K
$950K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
34+ 0.15% |
$850 - $922
|
22.7K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 0.11% |
$850 - $922
|
29.7K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
34+ 0.06% |
$850 - $922
|
56.9K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
32+ 0.25% |
$800 - $868
|
12.7K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
32+ 0.34% |
$800 - $868
|
9.47K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
31+ 0.27% |
$775 - $841
|
11.4K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30+ 0.26% |
$750 - $814
|
11.6K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
28+ 0.02% |
$700 - $760
|
114K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
26+ 0.24% |
$650 - $705
|
10.9K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25+ 0.16% |
$625 - $678
|
15.2K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23+ 1.64% |
$575 - $624
|
1.42K
$34.5K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
20+ 0.16% |
$500 - $543
|
12.6K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
19+ 1.61% |
$475 - $515
|
1.2K
$29.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 0.2% |
$450 - $488
|
9.09K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 1.58% |
$450 - $488
|
1.16K
$28.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
17+ 0.17% |
$425 - $461
|
9.75K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
16+ 0.16% |
$400 - $434
|
10.1K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.46% |
$350 - $380
|
3.04K
$73.6K
|