Purchases and Sales Made in Q2 2025 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 2025. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 7.06% |
$250K - $288K
|
176K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 73.23% |
$249K - $286K
|
27.3K
$673K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
11.4K+ 8.36% |
$247K - $284K
|
148K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
11.4K+ 1.91% |
$247K - $284K
|
609K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 10.05% |
$245K - $282K
|
124K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
11.3K+ 12.64% |
$244K - $280K
|
101K
$2.48M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.2K+ 44.46% |
$242K - $278K
|
36.3K
$896K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11K+ 5.7% |
$238K - $273K
|
204K
$5.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
11K+ 37.03% |
$237K - $273K
|
40.7K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
11K+ 19.91% |
$237K - $273K
|
66.3K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11K+ 4.14% |
$237K - $273K
|
276K
$6.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
10.8KNew |
$233K - $268K
|
10.8K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
10.8KNew |
$232K - $267K
|
10.8K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.8K+ 19.82% |
$232K - $267K
|
65K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
10.7K+ 10.99% |
$231K - $266K
|
108K
$2.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.7KNew |
$231K - $266K
|
10.7K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
10.7K+ 18.3% |
$231K - $265K
|
69K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$229K - $264K
|
10.6K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10.5K+ 126.4% |
$226K - $260K
|
18.8K
$463K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.4K+ 19.12% |
$225K - $259K
|
65K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10.4K+ 61.58% |
$225K - $259K
|
27.3K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3K+ 56.09% |
$223K - $257K
|
28.8K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.2KNew |
$221K - $254K
|
10.2K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
10.2K+ 36.57% |
$220K - $253K
|
38K
$938K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10.2K+ 5.66% |
$220K - $253K
|
190K
$4.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
10K+ 2.31% |
$217K - $249K
|
444K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10K+ 8.95% |
$216K - $249K
|
122K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
10K+ 13.09% |
$216K - $249K
|
86.5K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
10K+ 16.67% |
$216K - $248K
|
70K
$1.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.97KNew |
$215K - $248K
|
9.97K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.91K+ 11.13% |
$214K - $246K
|
99K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.86K+ 46.42% |
$213K - $245K
|
31.1K
$767K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
9.86KNew |
$213K - $245K
|
9.86K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
9.73K+ 12.09% |
$210K - $242K
|
90.2K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
9.69K+ 1.9% |
$209K - $241K
|
518K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.65KNew |
$208K - $240K
|
9.65K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.65K+ 48.35% |
$208K - $240K
|
29.6K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9.62KNew |
$208K - $239K
|
9.62K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
9.61KNew |
$207K - $239K
|
9.61K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.61K+ 21.65% |
$207K - $239K
|
54K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9.57KNew |
$207K - $238K
|
9.57K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
BUY
|
- |
9.5K+ 31.28% |
$205K - $236K
|
39.9K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
9.47K+ 109.61% |
$204K - $235K
|
18.1K
$446K
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
9.44KNew |
$204K - $234K
|
9.44K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9.41KNew |
$203K - $234K
|
9.41K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.34K+ 112.21% |
$202K - $232K
|
17.7K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.34KNew |
$202K - $232K
|
9.34K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
9.3K+ 83.12% |
$201K - $231K
|
20.5K
$505K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.27K+ 19.39% |
$200K - $230K
|
57.1K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.24K+ 16.33% |
$199K - $229K
|
65.8K
$1.62M
|