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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
590+ 218.52% |
$14.8K - $16K
|
860
$21.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6.54K+ 23.28% |
$163K - $177K
|
34.6K
$877K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-24.7K- 29.35% |
$619K - $671K
|
59.6K
$1.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-9.18K- 3.86% |
$230K - $249K
|
229K
$5.8M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9.14K- 4.64% |
$229K - $248K
|
188K
$4.76M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.4K- 2.3% |
$60.1K - $65.2K
|
102K
$2.59M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.75K+ 4.29% |
$144K - $156K
|
140K
$3.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
300+ 2.39% |
$7.5K - $8.14K
|
12.8K
$326K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-26.2K- 6.6% |
$656K - $712K
|
371K
$9.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-5.15K- 12.59% |
$129K - $140K
|
35.8K
$906K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
59KNew |
$1.46M - $1.78M
|
59K
$1.5M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
8.96KNew |
$222K - $271K
|
8.96K
$227K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
703KNew |
$17.4M - $21.2M
|
703K
$17.8M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-23- 0.27% |
$570 - $694
|
8.59K
$218K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
38.4KNew |
$952K - $1.16M
|
38.4K
$972K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$310K - $378K
|
12.5K
$317K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.94KNew |
$48.1K - $58.6K
|
1.94K
$49.2K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
10.9KNew |
$271K - $330K
|
10.9K
$277K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
10.6KNew |
$263K - $320K
|
10.6K
$269K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
19.7KNew |
$489K - $595K
|
19.7K
$500K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
19.2KNew |
$476K - $579K
|
19.2K
$486K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-17.1K- 30.53% |
$425K - $517K
|
39K
$987K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144K+ 9.42% |
$3.58M - $4.36M
|
1.68M
$42.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-10- 0.11% |
$248 - $302
|
8.82K
$223K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.79KNew |
$193K - $235K
|
7.79K
$197K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.99K- 3.08% |
$49.4K - $60.1K
|
62.6K
$1.59M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
32.2KNew |
$798K - $972K
|
32.2K
$816K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
11.4KNew |
$282K - $343K
|
11.4K
$288K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.23K- 9.15% |
$55.4K - $67.4K
|
22.2K
$562K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
10.6KNew |
$264K - $321K
|
10.6K
$269K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
12.9KNew |
$320K - $389K
|
12.9K
$327K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40.2K+ 95.74% |
$997K - $1.21M
|
82.2K
$2.08M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.93KNew |
$47.9K - $58.4K
|
1.93K
$49K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
19.9KNew |
$492K - $599K
|
19.9K
$503K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$422 - $513
|
17
$431
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
205K+ 12604.31% |
$5.08M - $6.18M
|
206K
$5.23M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
618K+ 1282.37% |
$15.3M - $18.7M
|
666K
$16.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-601- 99.17% |
$14.9K - $18.1K
|
5
$127
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-13.1K- 7.0% |
$324K - $394K
|
174K
$4.4M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
14KNew |
$347K - $423K
|
14K
$355K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.14MNew |
$103M - $125M
|
4.14M
$105M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
390New |
$9.67K - $11.8K
|
390
$9.88K
|
|
|
Feb 28, 2025
Q4 2024
|
Qsm Asset Management LTD
London, X0 |
BUY
|
- |
267KNew |
$6.62M - $8.05M
|
267K
$6.76M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
25.1KNew |
$624K - $759K
|
25.1K
$637K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
11.3KNew |
$280K - $341K
|
11.3K
$286K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.81KNew |
$119K - $145K
|
4.81K
$122K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12.7KNew |
$314K - $383K
|
12.7K
$321K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-45- 3.81% |
$1.12K - $1.36K
|
1.14K
$28.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-2.58K- 9.95% |
$63.9K - $77.7K
|
23.3K
$590K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
629+ 81.06% |
$15.6K - $19K
|
1.41K
$35.6K
|
|