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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.16K+ 3.4% |
$25K - $28.8K
|
35.2K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$25K - $28.8K
|
1.16K
$28.1K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.15K+ 6.71% |
$24.7K - $28.4K
|
18.2K
$443K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.14K+ 11.22% |
$24.6K - $28.3K
|
11.3K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.13K+ 0.63% |
$24.4K - $28.1K
|
181K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.13K+ 13.5% |
$24.3K - $28K
|
9.48K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.12K+ 3.01% |
$24.2K - $27.9K
|
38.4K
$933K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.12K+ 1.38% |
$24.2K - $27.8K
|
82.1K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.12K+ 1.28% |
$24.2K - $27.8K
|
88.6K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.12K+ 6.17% |
$24.1K - $27.8K
|
19.2K
$467K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.11K+ 2.03% |
$24K - $27.6K
|
55.8K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.1K+ 0.95% |
$23.8K - $27.4K
|
117K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.1K+ 7.13% |
$23.8K - $27.3K
|
16.5K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.1K+ 36600.0% |
$23.7K - $27.3K
|
1.1K
$26.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 7.95% |
$23.6K - $27.2K
|
14.9K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.08K+ 0.4% |
$23.4K - $26.9K
|
275K
$6.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.44% |
$23.3K - $26.9K
|
76K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.06K+ 12.0% |
$22.9K - $26.3K
|
9.89K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.03K+ 132.43% |
$22.2K - $25.6K
|
1.81K
$43.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.03K+ 11.14% |
$22.2K - $25.5K
|
10.2K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.01K+ 5.82% |
$21.8K - $25.1K
|
18.4K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.01K+ 3.62% |
$21.8K - $25.1K
|
28.9K
$702K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.01K+ 36.03% |
$21.7K - $25K
|
3.79K
$92.2K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1K+ 1.99% |
$21.6K - $24.8K
|
51.2K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1K+ 3.59% |
$21.6K - $24.8K
|
28.9K
$702K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
1K+ 0.63% |
$21.6K - $24.8K
|
159K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 2.61% |
$21.6K - $24.8K
|
39.3K
$954K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
995+ 0.54% |
$21.5K - $24.7K
|
186K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
993+ 4.92% |
$21.4K - $24.7K
|
21.2K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
980+ 6.08% |
$21.2K - $24.3K
|
17.1K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
976+ 4.77% |
$21.1K - $24.2K
|
21.4K
$521K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
968+ 7.71% |
$20.9K - $24K
|
13.5K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
955+ 11.87% |
$20.6K - $23.7K
|
9K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
935+ 1.11% |
$20.2K - $23.2K
|
84.9K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
934+ 2.99% |
$20.2K - $23.2K
|
32.2K
$782K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
932+ 5.15% |
$20.1K - $23.2K
|
19K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
925+ 1.36% |
$20K - $23K
|
68.8K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
904+ 1.41% |
$19.5K - $22.5K
|
64.9K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
902+ 9.0% |
$19.5K - $22.4K
|
10.9K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
900+ 2.34% |
$19.4K - $22.4K
|
39.4K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
896+ 5.87% |
$19.3K - $22.3K
|
16.2K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
887+ 2.04% |
$19.2K - $22K
|
44.3K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
885+ 3.73% |
$19.1K - $22K
|
24.6K
$598K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
881+ 5.18% |
$19K - $21.9K
|
17.9K
$434K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
880+ 1.91% |
$19K - $21.9K
|
46.9K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
866+ 5.96% |
$18.7K - $21.5K
|
15.4K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
848+ 3.64% |
$18.3K - $21.1K
|
24.1K
$586K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
848New |
$18.3K - $21.1K
|
848
$20.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
842+ 7.59% |
$18.2K - $20.9K
|
11.9K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
841+ 9.2% |
$18.2K - $20.9K
|
9.98K
$243K
|