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 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
25+ 1.76% |
$540 - $621
|
1.45K
$35.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22+ 0.1% |
$475 - $546
|
22.5K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
21+ 0.1% |
$453 - $522
|
21K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
21+ 1.75% |
$453 - $522
|
1.22K
$29.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20+ 1.72% |
$432 - $497
|
1.18K
$28.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
20+ 0.21% |
$432 - $497
|
9.34K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
19+ 0.03% |
$410 - $472
|
55.2K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Barton Investment Management
|
BUY
|
- |
18+ 0.18% |
$389 - $447
|
9.77K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.53% |
$345 - $397
|
3.05K
$74.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
16+ 0.13% |
$345 - $397
|
12.2K
$297K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15+ 0.15% |
$324 - $373
|
10.2K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.11% |
$324 - $373
|
14.2K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.82% |
$324 - $373
|
1.85K
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
15+ 0.13% |
$324 - $373
|
11.3K
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14+ 0.02% |
$302 - $348
|
72K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 0.12% |
$281 - $323
|
11K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13+ 0.4% |
$281 - $323
|
3.23K
$78.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 1.33% |
$259 - $298
|
911
$22.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 0.13% |
$237 - $273
|
8.74K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11+ 0.61% |
$237 - $273
|
1.81K
$44.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10+ 0.49% |
$216 - $248
|
2.05K
$49.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.07% |
$216 - $248
|
13.7K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.81% |
$194 - $224
|
1.12K
$27.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
8+ 0.1% |
$173 - $199
|
8.22K
$200K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
7+ 0.03% |
$151 - $174
|
21.1K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 1.76% |
$151 - $174
|
405
$9.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 0.02% |
$151 - $174
|
31.1K
$755K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.16% |
$151 - $174
|
4.5K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6+ 0.57% |
$130 - $149
|
1.06K
$25.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 0.56% |
$130 - $149
|
1.07K
$26.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
6+ 0.04% |
$130 - $149
|
15.8K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.12% |
$86.4 - $99.4
|
362
$8.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$86.4 - $99.4
|
11.5K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4+ 0.21% |
$86.4 - $99.4
|
1.94K
$47.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
3+ 1.69% |
$64.8 - $74.5
|
181
$4.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.06% |
$64.8 - $74.5
|
5.11K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3+ 0.13% |
$64.8 - $74.5
|
2.24K
$54.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$43.2 - $49.7
|
39.3K
$954K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
2+ 0.09% |
$43.2 - $49.7
|
2.14K
$51.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.0% |
$21.6 - $24.8
|
40.7K
$988K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.02% |
$21.6 - $24.8
|
4.47K
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$21.6 - $24.8
|
12.9K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1New |
$21.6 - $24.8
|
1
$24.3
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1+ 0.01% |
$21.6 - $24.8
|
11.4K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$21.6 - $24.8
|
58.7K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2- 0.01% |
$43.2 - $49.7
|
22.9K
$556K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 0.77% |
$43.2 - $49.7
|
259
$6.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.01% |
$64.8 - $74.5
|
44.5K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5- 0.43% |
$108 - $124
|
1.15K
$28K
|