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 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
833+ 4.35% |
$23.1K - $26.1K
|
20K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
497+ 2.02% |
$13.8K - $15.6K
|
25.1K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
93+ 0.72% |
$2.58K - $2.92K
|
13K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-6.74K- 7.67% |
$187K - $212K
|
81.2K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
83+ 1.14% |
$2.3K - $2.61K
|
7.37K
$188K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
539+ 5.81% |
$14.9K - $16.9K
|
9.82K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.39K- 19.17% |
$66.1K - $74.9K
|
10.1K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.18K- 25.66% |
$32.8K - $37.2K
|
3.43K
$87.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.92K- 5.97% |
$109K - $123K
|
61.6K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3K- 26.91% |
$83.1K - $94.2K
|
8.15K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
140K+ 17.29% |
$3.88M - $4.4M
|
950K
$24.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
219+ 1.12% |
$6.07K - $6.87K
|
19.9K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-10- 0.12% |
$277 - $314
|
8.26K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-778- 9.03% |
$21.6K - $24.4K
|
7.84K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
211+ 2.23% |
$5.84K - $6.62K
|
9.67K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.8K- 1.62% |
$799K - $906K
|
1.75M
$44.5M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.71K+ 16.85% |
$75K - $85K
|
18.8K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.88K- 9.11% |
$52.1K - $59.1K
|
18.8K
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
45+ 0.51% |
$1.25K - $1.41K
|
8.86K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.88K- 9.11% |
$52.1K - $59.1K
|
18.8K
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
169+ 1.37% |
$4.68K - $5.3K
|
12.5K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-96- 26.37% |
$2.66K - $3.01K
|
268
$6.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$79.3K - $89.8K
|
2.86K
$72.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-400- 3.06% |
$11.1K - $12.6K
|
12.7K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.6K+ 132.8% |
$322K - $365K
|
20.4K
$519K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-122- 4.43% |
$3.38K - $3.83K
|
2.63K
$67K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-600- 3.75% |
$16.6K - $18.8K
|
15.4K
$392K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
256+ 77.11% |
$7.09K - $8.04K
|
588
$15K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
7.03KNew |
$195K - $221K
|
7.03K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-292- 9.84% |
$8.09K - $9.17K
|
2.68K
$68.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.4K+ 1.67% |
$38.9K - $44K
|
85.6K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
SELL
|
- |
-935- 6.06% |
$25.9K - $29.3K
|
14.5K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.44% |
$970 - $1.1K
|
7.85K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.03K- 15.61% |
$56.3K - $63.8K
|
11K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4K- 29.96% |
$111K - $126K
|
9.36K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10KNew |
$277K - $314K
|
10K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$2.77K - $3.14K
|
100
$2.55K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11K+ 15.41% |
$305K - $346K
|
82.6K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-148- 1.93% |
$4.1K - $4.65K
|
7.53K
$192K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
37.2K+ 4.98% |
$1.03M - $1.17M
|
785K
$20M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-50- 0.24% |
$1.39K - $1.57K
|
20.4K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
83.6K+ 1.14% |
$2.31M - $2.62M
|
7.4M
$188M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
10KNew |
$277K - $314K
|
10K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
19.3KNew |
$535K - $606K
|
19.3K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.46K- 6.74% |
$68.1K - $77.2K
|
34.1K
$868K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.38K- 12.04% |
$121K - $138K
|
32K
$815K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.06K+ 14.64% |
$29.4K - $33.3K
|
8.32K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-402- 4.06% |
$11.1K - $12.6K
|
9.51K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.37KNew |
$204K - $231K
|
7.37K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-768- 9.04% |
$21.3K - $24.1K
|
7.73K
$197K
|