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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.4K- 20.93% |
$55.2K - $71.9K
|
5.3K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$194K - $253K
|
4.93K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
171K+ 41.21% |
$6.72M - $8.74M
|
584K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
76.8KNew |
$3.03M - $3.94M
|
76.8K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-851- 9.1% |
$33.5K - $43.6K
|
8.5K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.23KNew |
$245K - $319K
|
6.23K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 8.14% |
$583K - $758K
|
167K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
PUT |
77.7KNew |
$3.06M - $3.98M
|
77.7K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-225- 3.84% |
$8.86K - $11.5K
|
5.63K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$1.25M - $1.63M
|
31.7K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.54K+ 14.79% |
$100K - $130K
|
19.7K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.38K+ 1449.47% |
$54.2K - $70.6K
|
1.47K
$37.6K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.5K+ 44.24% |
$728K - $947K
|
60.2K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
40KNew |
$1.58M - $2.05M
|
40K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
350New |
$13.8K - $17.9K
|
350
$8.94K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-743- 26.34% |
$29.3K - $38.1K
|
2.08K
$53.1K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-93.9K- 24.57% |
$3.7M - $4.82M
|
288K
$7.36M
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-24.3K- 34.54% |
$959K - $1.25M
|
46.1K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-4.13K- 35.95% |
$163K - $212K
|
7.35K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.34K- 19.19% |
$52.7K - $68.7K
|
5.64K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
192KNew |
$7.56M - $9.84M
|
192K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.91KNew |
$390K - $508K
|
9.91K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.45K- 7.49% |
$57K - $74.2K
|
17.9K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.15K+ 24.04% |
$45.3K - $59K
|
5.93K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
50KNew |
$1.97M - $2.56M
|
50K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
386New |
$15.2K - $19.8K
|
386
$9.85K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
683+ 1.07% |
$26.9K - $35K
|
64.7K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.58KNew |
$220K - $286K
|
5.58K
$143K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-111K- 44.0% |
$4.38M - $5.7M
|
141K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
13+ 0.11% |
$512 - $667
|
12.3K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-338- 5.53% |
$13.3K - $17.3K
|
5.78K
$147K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-502- 3.99% |
$19.8K - $25.7K
|
12.1K
$308K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
104K+ 11.48% |
$4.1M - $5.34M
|
1.01M
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 85.35% |
$72.3K - $94.1K
|
315
$8.04K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-64.5K- 97.79% |
$2.54M - $3.31M
|
1.46K
$37.3K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.23K- 20.97% |
$87.9K - $114K
|
8.41K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 81.35% |
$133K - $174K
|
7.54K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Charles Lim Capital LTD
Central, K3 |
BUY
|
- |
500KNew |
$19.7M - $25.6M
|
500K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-113- 2.21% |
$4.45K - $5.79K
|
4.99K
$127K
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1K- 11.07% |
$39.4K - $51.3K
|
8.04K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.3K+ 139.1% |
$407K - $530K
|
17.8K
$453K
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-13.2K- 10.58% |
$520K - $677K
|
112K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-20K- 5.89% |
$788K - $1.03M
|
319K
$8.15M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$591 - $769
|
5.73K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.27KNew |
$50K - $65.1K
|
1.27K
$32.4K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
324+ 5.54% |
$12.8K - $16.6K
|
6.18K
$158K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.42KNew |
$213K - $278K
|
5.42K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-26.3K- 62.26% |
$1.04M - $1.35M
|
15.9K
$407K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.38K+ 38.21% |
$54.2K - $70.6K
|
4.98K
$127K
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
338+ 7.39% |
$13.3K - $17.3K
|
4.91K
$125K
|