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 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
829+ 5.86% |
$17.9K - $20.6K
|
15K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
826+ 9.35% |
$17.8K - $20.5K
|
9.66K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
823+ 21.5% |
$17.8K - $20.4K
|
4.65K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
801+ 56.33% |
$17.3K - $19.9K
|
2.22K
$54K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
800+ 6.0% |
$17.3K - $19.9K
|
14.1K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
800+ 8.65% |
$17.3K - $19.9K
|
10.1K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
795+ 22.96% |
$17.2K - $19.7K
|
4.26K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
794+ 9.5% |
$17.1K - $19.7K
|
9.15K
$222K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
788+ 8.76% |
$17K - $19.6K
|
9.79K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
769+ 1.19% |
$16.6K - $19.1K
|
65.2K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
767+ 9.27% |
$16.6K - $19.1K
|
9.04K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
760+ 8.25% |
$16.4K - $18.9K
|
9.97K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
754+ 1.17% |
$16.3K - $18.7K
|
65.4K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
753+ 6.74% |
$16.3K - $18.7K
|
11.9K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
752+ 8.18% |
$16.2K - $18.7K
|
9.94K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
748+ 1.95% |
$16.1K - $18.6K
|
39.1K
$950K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
747+ 3.79% |
$16.1K - $18.6K
|
20.4K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
745+ 6.52% |
$16.1K - $18.5K
|
12.2K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
742+ 4.89% |
$16K - $18.4K
|
15.9K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
742+ 4.71% |
$16K - $18.4K
|
16.5K
$401K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
731+ 3.96% |
$15.8K - $18.2K
|
19.2K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
730+ 2.96% |
$15.8K - $18.1K
|
25.4K
$617K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
728+ 0.2% |
$15.7K - $18.1K
|
364K
$8.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
724+ 4.53% |
$15.6K - $18K
|
16.7K
$406K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
719+ 4.06% |
$15.5K - $17.9K
|
18.4K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
716+ 1.28% |
$15.5K - $17.8K
|
56.4K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
707+ 2.79% |
$15.3K - $17.6K
|
26K
$633K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
706+ 5.44% |
$15.2K - $17.5K
|
13.7K
$332K
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
706+ 0.5% |
$15.2K - $17.5K
|
141K
$3.43M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
703+ 0.43% |
$15.2K - $17.5K
|
166K
$4.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
702+ 20.6% |
$15.2K - $17.4K
|
4.11K
$99.8K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
700+ 4.89% |
$15.1K - $17.4K
|
15K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
700+ 59.37% |
$15.1K - $17.4K
|
1.88K
$45.7K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
697+ 8.81% |
$15K - $17.3K
|
8.61K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
693+ 1.06% |
$15K - $17.2K
|
66.3K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
688New |
$14.9K - $17.1K
|
688
$16.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
685+ 1.29% |
$14.8K - $17K
|
54K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
680+ 1.1% |
$14.7K - $16.9K
|
62.7K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
680New |
$14.7K - $16.9K
|
680
$16.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
664+ 0.7% |
$14.3K - $16.5K
|
95.3K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
660+ 6.79% |
$14.2K - $16.4K
|
10.4K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
657+ 2.22% |
$14.2K - $16.3K
|
30.3K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
650+ 7.24% |
$14K - $16.1K
|
9.63K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
649+ 0.07% |
$14K - $16.1K
|
893K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
640+ 1.65% |
$13.8K - $15.9K
|
39.5K
$959K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
633+ 0.85% |
$13.7K - $15.7K
|
75.2K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
622+ 0.68% |
$13.4K - $15.5K
|
91.9K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
619+ 3.63% |
$13.4K - $15.4K
|
17.7K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
618+ 6.75% |
$13.3K - $15.4K
|
9.78K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
605+ 44.68% |
$13.1K - $15K
|
1.96K
$47.6K
|