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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15K- 61.41% |
$592K - $770K
|
9.44K
$241K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
11.9K+ 42.67% |
$469K - $610K
|
39.8K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.54K- 24.6% |
$99.9K - $130K
|
7.77K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-35K- 66.55% |
$1.38M - $1.79M
|
17.6K
$449K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-671- 1.43% |
$26.4K - $34.4K
|
46.2K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-16.3K- 30.75% |
$642K - $835K
|
36.7K
$937K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-438- 6.51% |
$17.3K - $22.5K
|
6.29K
$161K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
528+ 2.15% |
$20.8K - $27.1K
|
25.1K
$641K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-306- 5.2% |
$12.1K - $15.7K
|
5.58K
$142K
|
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.76K- 3.17% |
$69.3K - $90.2K
|
53.8K
$1.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
73+ 1.47% |
$2.88K - $3.74K
|
5.02K
$128K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-486- 8.86% |
$19.1K - $24.9K
|
5K
$128K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
315+ 2.58% |
$12.4K - $16.2K
|
12.5K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.25% |
$512 - $667
|
5.12K
$131K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
222+ 4.74% |
$8.74K - $11.4K
|
4.9K
$125K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 65.64% |
$425K - $553K
|
5.65K
$144K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.07K+ 4.61% |
$81.6K - $106K
|
47K
$1.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-102K- 90.98% |
$4.04M - $5.26M
|
10.2K
$259K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.24K+ 1.65% |
$48.8K - $63.6K
|
76.4K
$1.95M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$208K - $271K
|
4.98K
$127K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
500New |
$20.9K - $27.3K
|
500
$12.8K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
98.3KNew |
$4.11M - $5.36M
|
98.3K
$2.51M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-189- 48.59% |
$7.89K - $10.3K
|
200
$5.11K
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
5.3K+ 106.02% |
$221K - $289K
|
10.3K
$263K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.7KNew |
$196K - $256K
|
4.7K
$120K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.05KNew |
$127K - $166K
|
3.05K
$77.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
18.8KNew |
$786K - $1.03M
|
18.8K
$480K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.78KNew |
$325K - $424K
|
7.78K
$199K
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
8.55KNew |
$357K - $466K
|
8.55K
$218K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
107New |
$4.47K - $5.83K
|
107
$2.73K
|
|
|
Feb 16, 2023
Q4 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-875- 6.26% |
$36.5K - $47.7K
|
13.1K
$334K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-300- 4.41% |
$12.5K - $16.4K
|
6.5K
$166K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
4.04KNew |
$169K - $220K
|
4.04K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.07K+ 3.85% |
$128K - $167K
|
82.6K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Orbimed Advisors LLC
San Diego, CA |
SELL
|
- |
-1.21M- 46.38% |
$50.3M - $65.7M
|
1.39M
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
66+ 8.21% |
$2.76K - $3.6K
|
870
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$184K - $241K
|
4.42K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.59K- 23.47% |
$66.3K - $86.5K
|
5.17K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.56K- 11.97% |
$107K - $139K
|
18.8K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.21KNew |
$176K - $229K
|
4.21K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-310- 6.32% |
$12.9K - $16.9K
|
4.59K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
760+ 1.67% |
$31.7K - $41.4K
|
46.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5.66K- 87.72% |
$236K - $308K
|
792
$20.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
BUY
|
- |
4.07KNew |
$170K - $222K
|
4.07K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
742+ 4.31% |
$31K - $40.4K
|
18K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.06K+ 16.55% |
$170K - $221K
|
28.6K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.2K- 19.85% |
$50.1K - $65.4K
|
4.85K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.65KNew |
$194K - $253K
|
4.65K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
53MNew |
$2.21B - $2.89B
|
53M
$1.35B
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.52KNew |
$63.3K - $82.7K
|
1.52K
$38.7K
|
|