Latest Institutional Transactions on Pfizer Inc (PFE)
This table provides information on the latest institutional transactions involving Pfizer Inc (PFE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-6.27KClosed |
$246K - $316K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.28KClosed |
$50K - $64.3K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.82KNew |
$189K - $243K
|
4.82K
$113K
|
|
|
Oct 08, 2021
Q3 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-51.3KClosed |
$2.01M - $2.59M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-3KClosed |
$118K - $151K
|
0
$0
|
|
| Q2 2021 | |||||||
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-731- 8.5% |
$26.3K - $29.7K
|
7.87K
$185K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-13.8K- 25.5% |
$495K - $561K
|
40.3K
$945K
|
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.07KClosed |
$38.4K - $43.5K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
27.8KNew |
$998K - $1.13M
|
27.8K
$652K
|
|
|
Aug 17, 2021
Q2 2021
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-54KClosed |
$1.94M - $2.2M
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
243KNew |
$8.72M - $9.88M
|
243K
$5.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
CALL |
-12.6K- 55.75% |
$452K - $513K
|
10K
$235K
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.51KClosed |
$90.2K - $102K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-54.9KClosed |
$1.97M - $2.23M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bronson Point Management LLC
Fairfield, CT |
SELL
|
- |
-42.5KClosed |
$1.53M - $1.73M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
27KNew |
$971K - $1.1M
|
27K
$634K
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-12.4KClosed |
$444K - $503K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
500New |
$18K - $20.3K
|
500
$11.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2.5KClosed |
$89.8K - $102K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-56.6KClosed |
$2.03M - $2.3M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-13.1KClosed |
$469K - $531K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
11K+ 26.19% |
$395K - $447K
|
53K
$1.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.82K- 2.1% |
$65.2K - $73.9K
|
84.9K
$1.99M
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
23.5K+ 5.86% |
$844K - $957K
|
425K
$9.96M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.53KClosed |
$306K - $347K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-51.2KClosed |
$1.84M - $2.08M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-9.41KClosed |
$338K - $383K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-327KClosed |
$11.7M - $13.3M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Oakview Capital Management, L.P.
Dallas, TX |
SELL
|
- |
-274KClosed |
$9.83M - $11.1M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Ronit Capital LLP
|
SELL
|
- |
-5KClosed |
$180K - $203K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.86KClosed |
$211K - $238K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-43.3KClosed |
$1.56M - $1.76M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.6KClosed |
$201K - $228K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-314Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-300Closed |
$10.8K - $12.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1KClosed |
$35.9K - $40.7K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-47.9KClosed |
$1.72M - $1.95M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-7.15KClosed |
$257K - $291K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-6.86KClosed |
$246K - $279K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-100- 50.0% |
$3.59K - $4.07K
|
100
$2.35K
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
CALL |
15KNew |
$539K - $610K
|
15K
$352K
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.95KClosed |
$70K - $79.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
461KNew |
$16.6M - $18.8M
|
461K
$10.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$901K - $1.02M
|
25.1K
$589K
|
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
39New |
$1.4K - $1.59K
|
39
$915
|
|
| Q1 2021 | |||||||
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
576New |
$19.3K - $21.8K
|
576
$13.5K
|
|
|
Jul 26, 2021
Q1 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
416New |
$13.9K - $15.7K
|
416
$9.76K
|
|
|
May 17, 2021
Q1 2021
|
Holocene Advisors, LP
New York, NY |
SELL
|
CALL |
-1.44MClosed |
$48.2M - $54.4M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Linden Advisors LP
New York, NY |
SELL
|
- |
-192KClosed |
$6.43M - $7.25M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cruiser Capital Advisors, LLC
Stamford, CT |
SELL
|
- |
-24.7KClosed |
$826K - $932K
|
0
$0
|
|