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 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
6.95KNew |
$193K - $218K
|
6.95K
$177K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
7.03KNew |
$195K - $221K
|
7.03K
$179K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.92K+ 19.29% |
$53.1K - $60.2K
|
11.9K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-381- 2.75% |
$10.6K - $12K
|
13.5K
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-198- 1.89% |
$5.48K - $6.22K
|
10.3K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
7.12KNew |
$197K - $223K
|
7.12K
$181K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-113- 1.24% |
$3.13K - $3.55K
|
8.99K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 35.22% |
$104K - $118K
|
6.94K
$177K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8K+ 5.14% |
$222K - $251K
|
164K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-25- 3.17% |
$693 - $785
|
764
$19.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
106+ 0.99% |
$2.94K - $3.33K
|
10.9K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.83K- 22.18% |
$78.3K - $88.7K
|
9.92K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
72+ 0.28% |
$1.99K - $2.26K
|
25.5K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 4.71% |
$27.7K - $31.4K
|
22.2K
$566K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
9.4K+ 154.1% |
$260K - $295K
|
15.5K
$395K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.18K+ 8.44% |
$87.9K - $99.7K
|
40.8K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$351K - $398K
|
12.7K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.36K- 7.22% |
$37.6K - $42.7K
|
17.5K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
9.45KNew |
$262K - $296K
|
9.45K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
116KNew |
$3.2M - $3.63M
|
116K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-92- 0.74% |
$2.55K - $2.89K
|
12.3K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
18.3K+ 31.87% |
$506K - $573K
|
75.5K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
63+ 1.41% |
$1.75K - $1.98K
|
4.53K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-169- 2.03% |
$4.68K - $5.3K
|
8.15K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9+ 0.19% |
$249 - $283
|
4.63K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
525KNew |
$14.6M - $16.5M
|
525K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
7.65KNew |
$212K - $240K
|
7.65K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-334- 0.31% |
$9.25K - $10.5K
|
107K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-767- 1.36% |
$21.2K - $24.1K
|
55.7K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-383- 5.25% |
$10.6K - $12K
|
6.92K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.67K+ 35.86% |
$73.8K - $83.7K
|
10.1K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.87K- 2.54% |
$79.4K - $90K
|
110K
$2.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
549+ 22.18% |
$15.2K - $17.2K
|
3.02K
$77K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 2.79% |
$44K - $49.9K
|
58.5K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-350- 12.02% |
$9.7K - $11K
|
2.56K
$65.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-378- 4.68% |
$10.5K - $11.9K
|
7.7K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.12K- 3.5% |
$31K - $35.2K
|
30.9K
$787K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
319+ 0.4% |
$8.84K - $10K
|
80.1K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
7KNew |
$194K - $220K
|
7K
$178K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 4.56% |
$39.1K - $44.4K
|
32.4K
$826K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
266K+ 17.12% |
$7.37M - $8.35M
|
1.82M
$46.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
7.77K+ 38.8% |
$215K - $244K
|
27.8K
$708K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7.24KNew |
$200K - $227K
|
7.24K
$184K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 1.92% |
$27.7 - $31.4
|
51
$1.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
9.59KNew |
$266K - $301K
|
9.59K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-292- 3.74% |
$8.09K - $9.17K
|
7.51K
$191K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.47K- 12.16% |
$40.6K - $46K
|
10.6K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-205- 1.81% |
$5.68K - $6.43K
|
11.2K
$284K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.37K+ 15.73% |
$204K - $231K
|
54.2K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.7K- 28.64% |
$102K - $116K
|
9.22K
$235K
|