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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
42.2K+ 16.93% |
$911K - $1.05M
|
292K
$7.33M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-871- 3.39% |
$18.8K - $21.6K
|
24.8K
$623K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.3K- 42.16% |
$243K - $280K
|
15.5K
$389K
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.18K- 12.26% |
$90.3K - $104K
|
29.9K
$752K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
470KNew |
$10.1M - $11.7M
|
470K
$11.8M
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
261+ 1.11% |
$5.63K - $6.48K
|
23.7K
$597K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.67K- 2.42% |
$79.1K - $91.1K
|
148K
$3.71M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-27.9K- 11.05% |
$603K - $694K
|
225K
$5.65M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-409- 2.96% |
$8.83K - $10.2K
|
13.4K
$337K
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.8K+ 62.71% |
$298K - $343K
|
35.8K
$901K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
10.7K+ 10.99% |
$231K - $266K
|
108K
$2.72M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.64K+ 18.0% |
$122K - $140K
|
37K
$930K
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-19.9K- 63.05% |
$430K - $495K
|
11.7K
$294K
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
932+ 5.15% |
$20.1K - $23.2K
|
19K
$479K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$285K - $328K
|
13.2K
$332K
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.3KNew |
$288K - $331K
|
13.3K
$335K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 0.56% |
$130 - $149
|
1.07K
$27K
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
527+ 1.18% |
$11.4K - $13.1K
|
45.2K
$1.14M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.91K- 26.8% |
$106K - $122K
|
13.4K
$337K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
318+ 3.11% |
$6.87K - $7.9K
|
10.5K
$265K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14K+ 5.93% |
$303K - $348K
|
250K
$6.3M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
267+ 0.18% |
$5.76K - $6.63K
|
148K
$3.72M
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-449K- 21.65% |
$9.69M - $11.2M
|
1.62M
$40.8M
|
|
Jul 16, 2025
Q2 2025
|
Ruffer LLP
|
SELL
|
- |
-793K- 36.16% |
$17.1M - $19.7M
|
1.4M
$35.2M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
29.1K+ 14.6% |
$628K - $722K
|
228K
$5.74M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-15.6K- 5.65% |
$338K - $389K
|
261K
$6.56M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-743- 1.88% |
$16K - $18.5K
|
38.7K
$973K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-700- 31.4% |
$15.1K - $17.4K
|
1.53K
$38.4K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-290- 0.94% |
$6.26K - $7.2K
|
30.6K
$768K
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-2.87K- 0.83% |
$61.9K - $71.3K
|
343K
$8.62M
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-11.4K- 0.88% |
$245K - $282K
|
1.28M
$32.2M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.05K+ 17.88% |
$44.2K - $50.8K
|
13.5K
$339K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.21K- 6.68% |
$26.1K - $30K
|
16.9K
$424K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
199New |
$4.3K - $4.94K
|
199
$5K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
12.5K+ 14.13% |
$269K - $310K
|
101K
$2.53M
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1K+ 1.99% |
$21.6K - $24.8K
|
51.2K
$1.29M
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-537- 6.05% |
$11.6K - $13.3K
|
8.35K
$210K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.66K- 20.49% |
$57.5K - $66.2K
|
10.3K
$260K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-261- 6.07% |
$5.63K - $6.48K
|
4.04K
$102K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.04K- 5.57% |
$22.5K - $25.9K
|
17.7K
$444K
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
9.73K+ 12.09% |
$210K - $242K
|
90.2K
$2.27M
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.37K+ 8.33% |
$29.6K - $34.1K
|
17.8K
$448K
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
100+ 0.66% |
$2.16K - $2.48K
|
15.3K
$386K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-447- 4.84% |
$9.65K - $11.1K
|
8.79K
$221K
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
14.7KNew |
$317K - $365K
|
14.7K
$369K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-230- 1.84% |
$4.97K - $5.71K
|
12.3K
$309K
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
31.7K+ 23.28% |
$684K - $787K
|
168K
$4.22M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
282+ 1.84% |
$6.09K - $7K
|
15.6K
$392K
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.14K- 3.76% |
$46.2K - $53.1K
|
54.7K
$1.38M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.7K+ 174.86% |
$361K - $415K
|
26.3K
$661K
|