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
|
Widmann Financial Services, Inc.
|
BUY
|
- |
205+ 0.38% |
$4.43K - $5.09K
|
53.5K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
204+ 219.35% |
$4.4K - $5.07K
|
297
$7.22K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
202+ 3.19% |
$4.36K - $5.02K
|
6.53K
$159K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 1.6% |
$4.32K - $4.97K
|
12.7K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
200+ 46.08% |
$4.32K - $4.97K
|
634
$15.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
199New |
$4.3K - $4.94K
|
199
$4.84K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
199+ 0.37% |
$4.3K - $4.94K
|
53.4K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
197+ 1.29% |
$4.25K - $4.89K
|
15.4K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
193+ 1.3% |
$4.17K - $4.79K
|
15.1K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
191+ 1.48% |
$4.12K - $4.74K
|
13.1K
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
185+ 0.82% |
$3.99K - $4.6K
|
22.7K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
182+ 25.45% |
$3.93K - $4.52K
|
897
$21.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
180+ 7.69% |
$3.89K - $4.47K
|
2.52K
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
180+ 0.6% |
$3.89K - $4.47K
|
30.3K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
179+ 2.66% |
$3.86K - $4.45K
|
6.91K
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
177+ 0.69% |
$3.82K - $4.4K
|
26K
$632K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
177+ 0.82% |
$3.82K - $4.4K
|
21.8K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
169+ 2.05% |
$3.65K - $4.2K
|
8.42K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
168+ 0.63% |
$3.63K - $4.17K
|
26.8K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
167+ 5.25% |
$3.61K - $4.15K
|
3.35K
$81.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
166+ 1.85% |
$3.58K - $4.12K
|
9.12K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
161+ 1.21% |
$3.48K - $4K
|
13.4K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
160+ 0.44% |
$3.45K - $3.97K
|
36.4K
$885K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
160+ 10.11% |
$3.45K - $3.97K
|
1.74K
$42.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
156+ 0.64% |
$3.37K - $3.88K
|
24.6K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
154+ 0.57% |
$3.32K - $3.83K
|
27.3K
$664K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
151+ 0.35% |
$3.26K - $3.75K
|
43.2K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
146+ 251.72% |
$3.15K - $3.63K
|
204
$4.96K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
142+ 0.82% |
$3.07K - $3.53K
|
17.5K
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
141+ 1.67% |
$3.04K - $3.5K
|
8.57K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
140+ 1.37% |
$3.02K - $3.48K
|
10.4K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
139+ 1.08% |
$3K - $3.45K
|
13K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
139+ 1.61% |
$3K - $3.45K
|
8.78K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
129+ 0.47% |
$2.79K - $3.2K
|
27.5K
$668K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
128+ 0.43% |
$2.76K - $3.18K
|
29.9K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
121+ 1.03% |
$2.61K - $3.01K
|
11.8K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
120+ 1.52% |
$2.59K - $2.98K
|
8.04K
$195K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
119+ 0.49% |
$2.57K - $2.96K
|
24.5K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
117+ 212.73% |
$2.53K - $2.91K
|
172
$4.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
116+ 2.42% |
$2.5K - $2.88K
|
4.91K
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
116+ 0.5% |
$2.5K - $2.88K
|
23.3K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
111+ 1.15% |
$2.4K - $2.76K
|
9.8K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
110+ 3.29% |
$2.37K - $2.73K
|
3.46K
$84K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
107+ 0.68% |
$2.31K - $2.66K
|
15.9K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
107+ 1.06% |
$2.31K - $2.66K
|
10.2K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
100+ 0.66% |
$2.16K - $2.48K
|
15.3K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 0.49% |
$2.16K - $2.48K
|
20.6K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
100+ 10.13% |
$2.16K - $2.48K
|
1.09K
$26.4K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
100New |
$2.16K - $2.48K
|
100
$2.43K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
97+ 0.62% |
$2.09K - $2.41K
|
15.7K
$382K
|