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 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.61K - $4.18K
|
100
$2.67K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85+ 1.18% |
$3.07K - $3.55K
|
7.29K
$195K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
81+ 0.72% |
$2.93K - $3.38K
|
11.4K
$305K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
45+ 0.19% |
$1.63K - $1.88K
|
23.3K
$623K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
27+ 0.33% |
$975 - $1.13K
|
8.15K
$218K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
25+ 0.65% |
$903 - $1.04K
|
3.88K
$104K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
25+ 4.76% |
$903 - $1.04K
|
550
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
BUY
|
- |
24+ 0.25% |
$867 - $1K
|
9.78K
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
12+ 0.21% |
$433 - $501
|
5.78K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10+ 0.18% |
$361 - $418
|
5.54K
$148K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$361 - $418
|
6.79K
$182K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 1.04% |
$361 - $418
|
968
$25.9K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8+ 0.09% |
$289 - $334
|
8.89K
$238K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 1.82% |
$72.2 - $83.6
|
112
$2.99K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$36.1 - $41.8
|
5.54K
$148K
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
693K+ 1.29% |
$27.3M - $35.5M
|
54.3M
$1.45B
|
|
|
May 11, 2023
Q1 2023
|
Charles Lim Capital LTD
Central, K3 |
BUY
|
- |
500KNew |
$19.7M - $25.6M
|
500K
$13.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
250K+ 819.67% |
$9.85M - $12.8M
|
281K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Ghost Tree Capital, LLC
New York, NY |
BUY
|
- |
200KNew |
$7.88M - $10.3M
|
200K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
192KNew |
$7.56M - $9.84M
|
192K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
171K+ 41.21% |
$6.72M - $8.74M
|
584K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
104K+ 11.48% |
$4.1M - $5.34M
|
1.01M
$27M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
PUT |
77.7KNew |
$3.06M - $3.98M
|
77.7K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
76.8KNew |
$3.03M - $3.94M
|
76.8K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
50KNew |
$1.97M - $2.56M
|
50K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
50K+ 29.41% |
$1.97M - $2.56M
|
220K
$5.88M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
40KNew |
$1.58M - $2.05M
|
40K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$1.25M - $1.63M
|
31.7K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.5K+ 44.24% |
$728K - $947K
|
60.2K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
11.9K+ 42.67% |
$469K - $610K
|
39.8K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$428K - $558K
|
10.9K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.3K+ 139.1% |
$407K - $530K
|
17.8K
$475K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
10K+ 133.33% |
$394K - $513K
|
17.5K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.91KNew |
$390K - $508K
|
9.91K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.73KNew |
$265K - $345K
|
6.73K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.23KNew |
$245K - $319K
|
6.23K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.58KNew |
$220K - $286K
|
5.58K
$149K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.44K+ 64.51% |
$214K - $279K
|
13.9K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.42KNew |
$213K - $278K
|
5.42K
$145K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
CALL |
5KNew |
$197K - $256K
|
5K
$134K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
PUT |
5KNew |
$197K - $256K
|
5K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$194K - $253K
|
4.93K
$132K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.89K+ 72.66% |
$192K - $251K
|
11.6K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
3.75KNew |
$148K - $193K
|
3.75K
$100K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.5K+ 55.11% |
$138K - $179K
|
9.85K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 81.35% |
$133K - $174K
|
7.54K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.91KNew |
$115K - $149K
|
2.91K
$77.7K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
2.67K+ 2098.43% |
$105K - $137K
|
2.79K
$74.7K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.54K+ 14.79% |
$100K - $130K
|
19.7K
$528K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.35K+ 29.2% |
$92.7K - $121K
|
10.4K
$278K
|
|