Latest Institutional Purchases of Pfizer Inc (PFE)
This list provides information on the latest institutional transactions involving Pfizer Inc (PFE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.86KNew |
$248K - $287K
|
6.86K
$183K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6.37KNew |
$230K - $266K
|
6.37K
$170K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.04KNew |
$218K - $253K
|
6.04K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
5.97KNew |
$215K - $249K
|
5.97K
$160K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.94KNew |
$214K - $248K
|
5.94K
$159K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
5.88KNew |
$212K - $246K
|
5.88K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.8KNew |
$209K - $242K
|
5.8K
$155K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.74KNew |
$207K - $240K
|
5.74K
$153K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.63KNew |
$203K - $235K
|
5.63K
$150K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.56KNew |
$201K - $232K
|
5.56K
$149K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$199K - $230K
|
5.51K
$147K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
4.66K+ 67.2% |
$168K - $195K
|
11.6K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.46K+ 6.5% |
$161K - $187K
|
73.1K
$1.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.31K+ 32.69% |
$156K - $180K
|
17.5K
$468K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$107K - $124K
|
2.97K
$79.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.88KNew |
$104K - $120K
|
2.88K
$77K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2.5KNew |
$90.3K - $104K
|
2.5K
$66.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$72.2K - $83.5K
|
2K
$53.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.83K+ 107.02% |
$66.1K - $76.5K
|
3.54K
$94.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.8K+ 3.39% |
$65.1K - $75.3K
|
54.9K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.68K+ 62.38% |
$60.5K - $70K
|
4.36K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.37K+ 23.52% |
$49.5K - $57.3K
|
7.19K
$192K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.3KNew |
$47K - $54.3K
|
1.3K
$34.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.27K+ 10.8% |
$45.9K - $53.1K
|
13K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.24K+ 0.99% |
$44.9K - $51.9K
|
127K
$3.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.2K+ 11.54% |
$43.3K - $50.1K
|
11.6K
$310K
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 19.42% |
$42.4K - $49.1K
|
7.23K
$193K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.07K+ 14.49% |
$38.6K - $44.7K
|
8.44K
$226K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
1.03K+ 8.14% |
$37.2K - $43K
|
13.7K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
935+ 3.14% |
$33.8K - $39.1K
|
30.7K
$821K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
883+ 10.37% |
$31.9K - $36.9K
|
9.4K
$251K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
849+ 2.5% |
$30.7K - $35.5K
|
34.7K
$929K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
843+ 1.91% |
$30.4K - $35.2K
|
44.9K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
714+ 10.98% |
$25.8K - $29.8K
|
7.22K
$193K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
700+ 9.05% |
$25.3K - $29.3K
|
8.44K
$226K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
564+ 6.97% |
$20.4K - $23.6K
|
8.66K
$231K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
540+ 1.63% |
$19.5K - $22.6K
|
33.6K
$899K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$594K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$594K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
488+ 2.72% |
$17.6K - $20.4K
|
18.4K
$493K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
418+ 2.36% |
$15.1K - $17.5K
|
18.1K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
364+ 6.93% |
$13.1K - $15.2K
|
5.62K
$150K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
286+ 4.83% |
$10.3K - $12K
|
6.21K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
284+ 5.19% |
$10.3K - $11.9K
|
5.75K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
257+ 4.71% |
$9.28K - $10.7K
|
5.71K
$153K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
257+ 5.51% |
$9.28K - $10.7K
|
4.92K
$132K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
215+ 1.55% |
$7.77K - $8.98K
|
14.1K
$377K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
138New |
$4.98K - $5.77K
|
138
$3.69K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
123+ 2.01% |
$4.44K - $5.14K
|
6.24K
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.61K - $4.18K
|
100
$2.67K
|