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 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
96+ 0.93% |
$2.07K - $2.38K
|
10.4K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
95New |
$2.05K - $2.36K
|
95
$2.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
95+ 0.42% |
$2.05K - $2.36K
|
22.6K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
93+ 1.73% |
$2.01K - $2.31K
|
5.46K
$133K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
92+ 87.62% |
$1.99K - $2.29K
|
197
$4.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
82+ 7.96% |
$1.77K - $2.04K
|
1.11K
$27K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
81+ 1.47% |
$1.75K - $2.01K
|
5.6K
$136K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
80+ 0.15% |
$1.73K - $1.99K
|
52.9K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
80+ 20.0% |
$1.73K - $1.99K
|
480
$11.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
76+ 0.04% |
$1.64K - $1.89K
|
182K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
75+ 0.63% |
$1.62K - $1.86K
|
11.9K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
75New |
$1.62K - $1.86K
|
75
$1.82K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
72+ 0.08% |
$1.55K - $1.79K
|
87.9K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
71+ 0.11% |
$1.53K - $1.76K
|
63.9K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
70+ 7.53% |
$1.51K - $1.74K
|
1K
$24.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
69+ 0.72% |
$1.49K - $1.71K
|
9.65K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
68+ 0.69% |
$1.47K - $1.69K
|
10K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65+ 1.22% |
$1.4K - $1.61K
|
5.41K
$131K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
61+ 0.05% |
$1.32K - $1.52K
|
114K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
60+ 0.24% |
$1.3K - $1.49K
|
24.6K
$598K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
56New |
$1.21K - $1.39K
|
56
$1.36K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
55+ 8.69% |
$1.19K - $1.37K
|
688
$16.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
54+ 0.58% |
$1.17K - $1.34K
|
9.43K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
54+ 0.55% |
$1.17K - $1.34K
|
9.93K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
54+ 0.29% |
$1.17K - $1.34K
|
18.4K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.31% |
$1.14K - $1.32K
|
17K
$414K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
53+ 0.17% |
$1.14K - $1.32K
|
32.2K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51+ 1.62% |
$1.1K - $1.27K
|
3.19K
$77.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
50+ 0.07% |
$1.08K - $1.24K
|
70.7K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
49+ 1.35% |
$1.06K - $1.22K
|
3.67K
$89.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
48+ 0.32% |
$1.04K - $1.19K
|
15.2K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
48+ 0.54% |
$1.04K - $1.19K
|
8.93K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
45+ 1.74% |
$972 - $1.12K
|
2.64K
$64.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
43+ 1.06% |
$928 - $1.07K
|
4.1K
$99.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
42New |
$907 - $1.04K
|
42
$1.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
41+ 0.29% |
$885 - $1.02K
|
14.4K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
39+ 0.16% |
$842 - $969
|
24.1K
$586K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39+ 0.1% |
$842 - $969
|
40.8K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
38+ 0.41% |
$820 - $944
|
9.28K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
38+ 1.04% |
$820 - $944
|
3.7K
$89.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37+ 1.47% |
$799 - $919
|
2.55K
$61.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
35+ 0.34% |
$756 - $869
|
10.2K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
34+ 0.25% |
$734 - $845
|
13.6K
$330K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
33+ 0.2% |
$712 - $820
|
16.2K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
31+ 0.06% |
$669 - $770
|
53.8K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
28+ 0.29% |
$605 - $696
|
9.57K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
28+ 4.11% |
$605 - $696
|
710
$17.3K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
26+ 11.87% |
$561 - $646
|
245
$5.95K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
26+ 0.24% |
$561 - $646
|
10.7K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.14% |
$561 - $646
|
18.3K
$445K
|