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 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
605+ 14.55% |
$13.1K - $15K
|
4.76K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
603+ 0.58% |
$13K - $15K
|
104K
$2.54M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
602+ 22.42% |
$13K - $15K
|
3.29K
$79.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
601+ 2.69% |
$13K - $14.9K
|
22.9K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
593+ 17.34% |
$12.8K - $14.7K
|
4.01K
$97.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
563+ 140.75% |
$12.2K - $14K
|
963
$23.4K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
556+ 467.23% |
$12K - $13.8K
|
675
$16.4K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
552+ 4.2% |
$11.9K - $13.7K
|
13.7K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
551+ 0.6% |
$11.9K - $13.7K
|
93.1K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
549New |
$11.9K - $13.6K
|
549
$13.3K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
543+ 4.98% |
$11.7K - $13.5K
|
11.5K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
539+ 2.8% |
$11.6K - $13.4K
|
19.8K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
536+ 6.69% |
$11.6K - $13.3K
|
8.55K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
527+ 4.43% |
$11.4K - $13.1K
|
12.4K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
527+ 1.18% |
$11.4K - $13.1K
|
45.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
527+ 2.29% |
$11.4K - $13.1K
|
23.5K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
518+ 1.31% |
$11.2K - $12.9K
|
40K
$971K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
512New |
$11.1K - $12.7K
|
512
$12.4K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
503+ 5.16% |
$10.9K - $12.5K
|
10.2K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
502+ 19.78% |
$10.8K - $12.5K
|
3.04K
$73.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
498+ 36.54% |
$10.8K - $12.4K
|
1.86K
$45.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
496+ 1.41% |
$10.7K - $12.3K
|
35.8K
$870K
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
496+ 0.2% |
$10.7K - $12.3K
|
251K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
489+ 4.78% |
$10.6K - $12.1K
|
10.7K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
485+ 43.5% |
$10.5K - $12K
|
1.6K
$38.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
480+ 2.18% |
$10.4K - $11.9K
|
22.5K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
475+ 15.43% |
$10.3K - $11.8K
|
3.55K
$86.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
472+ 3.38% |
$10.2K - $11.7K
|
14.4K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
461+ 8.94% |
$9.95K - $11.5K
|
5.62K
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
458+ 0.49% |
$9.89K - $11.4K
|
93.2K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
450+ 1.48% |
$9.72K - $11.2K
|
30.9K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
449+ 1.09% |
$9.69K - $11.2K
|
41.5K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
444+ 4.34% |
$9.59K - $11K
|
10.7K
$259K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
442+ 12.48% |
$9.54K - $11K
|
3.99K
$96.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
441+ 1.52% |
$9.52K - $11K
|
29.4K
$714K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
413+ 1.99% |
$8.92K - $10.3K
|
21.1K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
404+ 5.0% |
$8.72K - $10K
|
8.48K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
402+ 1.42% |
$8.68K - $9.99K
|
28.8K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
400+ 3.44% |
$8.64K - $9.94K
|
12K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 15.03% |
$8.64K - $9.94K
|
3.06K
$74.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
395+ 0.86% |
$8.53K - $9.81K
|
46.1K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
395+ 1.95% |
$8.53K - $9.81K
|
20.7K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
391+ 2.4% |
$8.44K - $9.71K
|
16.7K
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
389+ 4.89% |
$8.4K - $9.66K
|
8.34K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
388+ 2.95% |
$8.38K - $9.64K
|
13.5K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
388+ 1.81% |
$8.38K - $9.64K
|
21.9K
$531K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
364+ 308.47% |
$7.86K - $9.04K
|
482
$11.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
363+ 4.21% |
$7.84K - $9.02K
|
8.99K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
362+ 2.27% |
$7.82K - $8.99K
|
16.3K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Defender Capital, Llc.
|
BUY
|
- |
360+ 2.2% |
$7.77K - $8.94K
|
16.7K
$407K
|