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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-17.8K- 71.05% |
$492K - $558K
|
7.24K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
833+ 0.78% |
$23.1K - $26.1K
|
108K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.5KNew |
$235K - $267K
|
8.5K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.42K+ 1.78% |
$94.8K - $107K
|
195K
$5.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.51K+ 2.32% |
$41.7K - $47.2K
|
66.4K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.16K+ 1.21% |
$87.6K - $99.3K
|
264K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
892+ 7.64% |
$24.7K - $28K
|
12.6K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-735- 6.46% |
$20.4K - $23.1K
|
10.6K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.9KNew |
$219K - $248K
|
7.9K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.5K- 6.99% |
$69.1K - $78.3K
|
33.2K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.23K+ 6.28% |
$117K - $133K
|
71.5K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
11.3KNew |
$312K - $354K
|
11.3K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-965- 7.4% |
$26.7K - $30.3K
|
12.1K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.14K+ 4.51% |
$31.4K - $35.6K
|
26.3K
$691K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
772+ 4.39% |
$21.4K - $24.2K
|
18.3K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-175K- 9.43% |
$4.86M - $5.51M
|
1.69M
$44.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.23K- 6.36% |
$145K - $164K
|
77.1K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.72K+ 28.83% |
$103K - $117K
|
16.6K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
10.4KNew |
$289K - $327K
|
10.4K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-415- 1.51% |
$11.5K - $13K
|
27.2K
$714K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-33- 0.25% |
$914 - $1.04K
|
13.3K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.26K+ 34.6% |
$90.2K - $102K
|
12.7K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-400- 3.59% |
$11.1K - $12.6K
|
10.7K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.87K- 19.84% |
$79.5K - $90.1K
|
11.6K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.23K+ 44.07% |
$145K - $164K
|
17.1K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.14K+ 8.0% |
$142K - $161K
|
69.4K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.04K+ 0.7% |
$112K - $127K
|
579K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.94KNew |
$192K - $218K
|
6.94K
$182K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-5.29K- 13.58% |
$147K - $166K
|
33.7K
$886K
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.04K- 2.32% |
$28.9K - $32.7K
|
43.8K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
349KNew |
$9.68M - $11M
|
349K
$9.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.67K- 6.83% |
$102K - $115K
|
50K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.32K- 2.73% |
$36.5K - $41.3K
|
46.8K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-590- 0.4% |
$16.3K - $18.5K
|
146K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-15.4K- 5.7% |
$427K - $484K
|
255K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-5.57K- 12.19% |
$154K - $175K
|
40.1K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-330- 0.69% |
$9.14K - $10.4K
|
47.6K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
281+ 1.94% |
$7.78K - $8.82K
|
14.8K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.88KNew |
$246K - $279K
|
8.88K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 0.8% |
$30.7K - $34.8K
|
137K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-218- 2.14% |
$6.04K - $6.84K
|
9.98K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-4.1K- 7.01% |
$113K - $129K
|
54.3K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7.03KNew |
$195K - $221K
|
7.03K
$185K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-170- 1.11% |
$4.71K - $5.34K
|
15.2K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.7K+ 16.68% |
$130K - $147K
|
32.8K
$864K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.17K+ 1.36% |
$87.8K - $99.5K
|
236K
$6.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.4K+ 31.5% |
$426K - $482K
|
64.1K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-2.4K- 4.1% |
$66.5K - $75.3K
|
56.2K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
581+ 3.19% |
$16.1K - $18.2K
|
18.8K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-6.31K- 3.54% |
$175K - $198K
|
172K
$4.52M
|