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, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-836- 3.91% |
$30.2K - $34.9K
|
20.5K
$524K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$567K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.3KNew |
$47K - $54.3K
|
1.3K
$33.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.8KNew |
$209K - $242K
|
5.8K
$148K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-16.7K- 31.27% |
$605K - $700K
|
36.8K
$940K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85+ 1.18% |
$3.07K - $3.55K
|
7.29K
$186K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$361 - $418
|
6.79K
$173K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-52- 0.66% |
$1.88K - $2.17K
|
7.87K
$201K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.01K- 24.58% |
$72.5K - $83.9K
|
6.16K
$157K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 1.04% |
$361 - $418
|
968
$24.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.07K+ 14.49% |
$38.6K - $44.7K
|
8.44K
$216K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-38- 5.96% |
$1.37K - $1.59K
|
600
$15.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
1.03K+ 8.14% |
$37.2K - $43K
|
13.7K
$349K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-31K- 96.77% |
$1.12M - $1.3M
|
1.03K
$26.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-800- 11.86% |
$28.9K - $33.4K
|
5.95K
$152K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5.84K- 26.94% |
$211K - $244K
|
15.8K
$405K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-300- 4.09% |
$10.8K - $12.5K
|
7.04K
$180K
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.14KClosed |
$222K - $256K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6.37KNew |
$230K - $266K
|
6.37K
$163K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
86.5K+ 333.63% |
$3.12M - $3.61M
|
112K
$2.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
849+ 2.5% |
$30.7K - $35.5K
|
34.7K
$887K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.31K+ 32.69% |
$156K - $180K
|
17.5K
$447K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
51.1KNew |
$1.84M - $2.13M
|
51.1K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 19.42% |
$42.4K - $49.1K
|
7.23K
$184K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.68K+ 62.38% |
$60.5K - $70K
|
4.36K
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-274- 4.62% |
$9.9K - $11.5K
|
5.66K
$144K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
45+ 0.19% |
$1.63K - $1.88K
|
23.3K
$595K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-16- 0.18% |
$578 - $669
|
8.89K
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
488+ 2.72% |
$17.6K - $20.4K
|
18.4K
$470K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
883+ 10.37% |
$31.9K - $36.9K
|
9.4K
$240K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
540+ 1.63% |
$19.5K - $22.6K
|
33.6K
$858K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-9.27K- 59.48% |
$335K - $387K
|
6.31K
$161K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
25+ 4.76% |
$903 - $1.04K
|
550
$14K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 8.47% |
$36.1K - $41.8K
|
10.8K
$276K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
714+ 10.98% |
$25.8K - $29.8K
|
7.22K
$184K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.17K- 23.02% |
$78.2K - $90.5K
|
7.24K
$185K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-100K- 93.59% |
$3.62M - $4.19M
|
6.87K
$175K
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-900- 5.14% |
$32.5K - $37.6K
|
16.6K
$424K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
4.66K+ 67.2% |
$168K - $195K
|
11.6K
$296K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 1.82% |
$72.2 - $83.6
|
112
$2.86K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.37K+ 29.31% |
$172K - $224K
|
19.3K
$492K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.8KClosed |
$582K - $758K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
250K+ 819.67% |
$9.85M - $12.8M
|
281K
$7.16M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.35K+ 29.2% |
$92.7K - $121K
|
10.4K
$266K
|
|
|
Dec 14, 2023
Q1 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
693K+ 1.29% |
$27.3M - $35.5M
|
54.3M
$1.39B
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-650- 9.69% |
$25.6K - $33.3K
|
6.06K
$155K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
548+ 3.85% |
$21.6K - $28.1K
|
14.8K
$378K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-571- 3.43% |
$22.5K - $29.3K
|
16.1K
$410K
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-252- 4.46% |
$9.93K - $12.9K
|
5.4K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Ghost Tree Capital, LLC
New York, NY |
BUY
|
- |
200KNew |
$7.88M - $10.3M
|
200K
$5.11M
|
|