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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$285K - $328K
|
13.2K
$332K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.37K+ 5.63% |
$51.2K - $58.9K
|
44.5K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-15- 0.18% |
$324 - $373
|
8.38K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
107+ 0.68% |
$2.31K - $2.66K
|
15.9K
$400K
|
|
|
Jul 23, 2025
Q2 2025
|
Gagnon Securities LLC
|
BUY
|
- |
3.43K+ 8.63% |
$74.1K - $85.3K
|
43.2K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-990- 2.46% |
$21.4K - $24.6K
|
39.2K
$986K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
8.88KNew |
$192K - $221K
|
8.88K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-82.6K- 90.23% |
$1.78M - $2.05M
|
8.95K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$86.4 - $99.4
|
11.5K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-563- 5.98% |
$12.2K - $14K
|
8.86K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
16.6KNew |
$358K - $412K
|
16.6K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-3.96K- 6.65% |
$85.4K - $98.3K
|
55.6K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-492K- 9.44% |
$10.6M - $12.2M
|
4.72M
$119M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-327- 1.69% |
$7.06K - $8.12K
|
19.1K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 55.27% |
$231K - $265K
|
8.65K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
130KNew |
$2.81M - $3.23M
|
130K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9.05K+ 26.16% |
$195K - $225K
|
43.6K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-32.8K- 63.03% |
$708K - $815K
|
19.2K
$484K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.36K- 4.6% |
$116K - $133K
|
111K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-17.5K- 8.49% |
$378K - $435K
|
189K
$4.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-6.5K- 1.79% |
$140K - $161K
|
356K
$8.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.45K- 16.74% |
$52.8K - $60.7K
|
12.2K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-20.5K- 47.07% |
$443K - $509K
|
23.1K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
28.3K+ 1.85% |
$611K - $703K
|
1.56M
$39.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
55+ 8.69% |
$1.19K - $1.37K
|
688
$17.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-297- 0.67% |
$6.41K - $7.38K
|
43.8K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-108K- 88.59% |
$2.33M - $2.69M
|
13.9K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.77KNew |
$189K - $218K
|
8.77K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-4.75K- 3.88% |
$102K - $118K
|
118K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
140+ 1.37% |
$3.02K - $3.48K
|
10.4K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-1.53K- 12.4% |
$33.1K - $38.1K
|
10.8K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.21K- 4.44% |
$47.6K - $54.8K
|
47.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.22K+ 0.95% |
$48K - $55.2K
|
235K
$5.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
826+ 9.35% |
$17.8K - $20.5K
|
9.66K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.3K+ 21.46% |
$590K - $679K
|
155K
$3.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.09K+ 24.42% |
$66.8K - $76.9K
|
15.8K
$396K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.39K+ 13.54% |
$29.9K - $34.4K
|
11.6K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4.25K+ 4.33% |
$91.6K - $105K
|
102K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
3.61K+ 9.08% |
$77.9K - $89.6K
|
43.3K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
92+ 87.62% |
$1.99K - $2.29K
|
197
$4.95K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.79K- 10.73% |
$38.6K - $44.5K
|
14.9K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.68K+ 13.22% |
$36.3K - $41.7K
|
14.4K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-19K- 1.35% |
$411K - $473K
|
1.39M
$35.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.83K+ 40.24% |
$82.6K - $95K
|
13.3K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.6K- 1.68% |
$34.6K - $39.8K
|
93.7K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-264- 48.53% |
$5.7K - $6.56K
|
280
$7.04K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.96K- 4.42% |
$107K - $123K
|
107K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.82K- 7.55% |
$212K - $244K
|
120K
$3.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-1.45K- 1.31% |
$31.3K - $36K
|
110K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.84K- 16.62% |
$39.6K - $45.6K
|
9.21K
$231K
|