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 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.85KNew |
$72K - $84.4K
|
2.85K
$72.6K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.82K- 3.82% |
$96.6K - $113K
|
96.3K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-427- 7.42% |
$10.8K - $12.6K
|
5.33K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.19K- 7.58% |
$30.1K - $35.3K
|
14.5K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.2K- 2.98% |
$30.4K - $35.6K
|
39.2K
$999K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-600- 6.04% |
$15.2K - $17.8K
|
9.34K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
7.54KNew |
$190K - $223K
|
7.54K
$192K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
521+ 7.23% |
$13.2K - $15.4K
|
7.73K
$197K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-159- 28.44% |
$4.02K - $4.71K
|
400
$10.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6.03K- 38.96% |
$152K - $179K
|
9.45K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-598- 7.46% |
$15.1K - $17.7K
|
7.42K
$189K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2.29K- 9.26% |
$57.9K - $67.8K
|
22.5K
$572K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-585- 2.79% |
$14.8K - $17.3K
|
20.4K
$519K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.22KNew |
$30.8K - $36.1K
|
1.22K
$31.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-745- 4.3% |
$18.8K - $22.1K
|
16.6K
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
1KNew |
$25.3K - $29.6K
|
1K
$25.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
40K+ 21.0% |
$1.01M - $1.18M
|
231K
$5.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-13.1K- 56.47% |
$331K - $388K
|
10.1K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
146KNew |
$3.68M - $4.32M
|
146K
$3.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.96K- 26.74% |
$49.5K - $58K
|
5.37K
$137K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-26- 0.3% |
$657 - $770
|
8.72K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
59New |
$1.49K - $1.75K
|
59
$1.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-477- 15.96% |
$12K - $14.1K
|
2.51K
$64K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-4.97K- 3.2% |
$126K - $147K
|
150K
$3.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7.71KNew |
$195K - $228K
|
7.71K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
26.5K+ 7.73% |
$670K - $785K
|
370K
$9.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-674- 0.89% |
$17K - $20K
|
75.4K
$1.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.51KNew |
$88.7K - $104K
|
3.51K
$89.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-4.1K- 29.51% |
$104K - $121K
|
9.8K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.92K
|
200
$5.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
22KNew |
$556K - $651K
|
22K
$560K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-24- 6.98% |
$606 - $710
|
320
$8.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
5.08KNew |
$128K - $150K
|
5.08K
$129K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-180- 2.55% |
$4.55K - $5.33K
|
6.89K
$175K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.5K- 77.3% |
$189K - $222K
|
2.2K
$56.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.2K+ 21.42% |
$55.6K - $65.1K
|
12.5K
$318K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-411- 72.61% |
$10.4K - $12.2K
|
155
$3.95K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.28KNew |
$184K - $215K
|
7.28K
$185K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05KNew |
$26.6K - $31.2K
|
1.05K
$26.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.68K+ 12.65% |
$67.6K - $79.3K
|
23.9K
$607K
|
|
|
Jul 19, 2024
Q2 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
18.7K+ 21.27% |
$472K - $554K
|
107K
$2.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
133KNew |
$3.35M - $3.93M
|
133K
$3.38M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-873- 7.54% |
$22.1K - $25.8K
|
10.7K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
89.2K+ 35.74% |
$2.25M - $2.64M
|
339K
$8.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
7.43KNew |
$188K - $220K
|
7.43K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.44KNew |
$137K - $161K
|
5.44K
$139K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.43KNew |
$188K - $220K
|
7.43K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
824+ 10.07% |
$20.8K - $24.4K
|
9.01K
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.16% |
$4.17K - $4.88K
|
7.46K
$190K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.65KNew |
$193K - $227K
|
7.65K
$195K
|