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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-34- 0.12% |
$734 - $845
|
27.6K
$699K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-295- 0.55% |
$6.37K - $7.33K
|
52.9K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
300+ 2.1% |
$6.48K - $7.45K
|
14.6K
$370K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-9.08K- 9.52% |
$196K - $225K
|
86.2K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21.7K+ 114.0% |
$468K - $538K
|
40.7K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.16K+ 3.4% |
$25K - $28.8K
|
35.2K
$893K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.92K- 4.93% |
$84.6K - $97.3K
|
75.5K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-511- 5.91% |
$11K - $12.7K
|
8.14K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
98.6K+ 29.93% |
$2.13M - $2.45M
|
428K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
56New |
$1.21K - $1.39K
|
56
$1.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
160+ 0.44% |
$3.45K - $3.97K
|
36.4K
$924K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.04K- 0.74% |
$22.4K - $25.8K
|
139K
$3.52M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-395- 6.1% |
$8.53K - $9.81K
|
6.08K
$154K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-56K- 30.13% |
$1.21M - $1.39M
|
130K
$3.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-537- 3.85% |
$11.6K - $13.3K
|
13.4K
$340K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.6K- 0.88% |
$553K - $636K
|
2.89M
$73.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2- 0.01% |
$43.2 - $49.7
|
22.9K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
4.2K+ 9.86% |
$90.7K - $104K
|
46.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-9.92K- 19.05% |
$214K - $246K
|
42.2K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
16K+ 9.37% |
$345K - $396K
|
186K
$4.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.99K- 36.96% |
$43K - $49.5K
|
3.4K
$86.1K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-38.4K- 9.94% |
$829K - $954K
|
348K
$8.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-118- 1.05% |
$2.55K - $2.93K
|
11.1K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-200K- 48.44% |
$4.33M - $4.98M
|
213K
$5.41M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-611- 3.44% |
$13.2K - $15.2K
|
17.2K
$435K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.59K- 14.78% |
$142K - $164K
|
38K
$963K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.19K+ 16.7% |
$47.2K - $54.3K
|
15.3K
$388K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
539+ 2.8% |
$11.6K - $13.4K
|
19.8K
$502K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10.5K+ 126.4% |
$226K - $260K
|
18.8K
$475K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.38K- 10.1% |
$29.8K - $34.3K
|
12.3K
$312K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-3.76K- 23.74% |
$81.2K - $93.4K
|
12.1K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-1.04K- 7.83% |
$22.5K - $25.8K
|
12.3K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.76K- 2.74% |
$38K - $43.7K
|
62.5K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-719- 1.07% |
$15.5K - $17.9K
|
66.4K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.46K- 12.89% |
$53.1K - $61.1K
|
16.6K
$421K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.8K- 12.59% |
$385K - $442K
|
124K
$3.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.43K+ 5.09% |
$52.5K - $60.4K
|
50.2K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-36.4K- 12.88% |
$786K - $904K
|
246K
$6.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.21K- 11.02% |
$47.7K - $54.9K
|
17.8K
$452K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.26K+ 1.0% |
$27.1K - $31.2K
|
126K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
86.4K+ 277.73% |
$1.86M - $2.15M
|
117K
$2.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-1.5K- 12.39% |
$32.3K - $37.2K
|
10.6K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.53% |
$345 - $397
|
3.05K
$77.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
364+ 308.47% |
$7.86K - $9.04K
|
482
$12.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-372- 4.53% |
$8.03K - $9.24K
|
7.84K
$199K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-165- 0.1% |
$3.56K - $4.1K
|
169K
$4.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-250- 1.7% |
$5.4K - $6.21K
|
14.5K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-2.01K- 12.01% |
$43.4K - $49.9K
|
14.7K
$373K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.57K- 9.11% |
$33.9K - $38.9K
|
15.6K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
543+ 4.98% |
$11.7K - $13.5K
|
11.5K
$290K
|