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
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-93- 6.45% |
$2.01K - $2.31K
|
1.35K
$32.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-95- 15.78% |
$2.05K - $2.36K
|
507
$12.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 0.51% |
$2.16K - $2.48K
|
19.5K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-100- 0.63% |
$2.16K - $2.48K
|
15.8K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-100- 0.6% |
$2.16K - $2.48K
|
16.6K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-101- 0.07% |
$2.18K - $2.51K
|
139K
$3.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-102- 0.73% |
$2.2K - $2.53K
|
14K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-103- 5.44% |
$2.22K - $2.56K
|
1.79K
$43.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 0.37% |
$2.37K - $2.73K
|
29.8K
$723K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-111- 0.75% |
$2.4K - $2.76K
|
14.7K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-113- 0.95% |
$2.44K - $2.81K
|
11.8K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-113- 0.95% |
$2.44K - $2.81K
|
11.8K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114- 0.55% |
$2.46K - $2.83K
|
20.8K
$506K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-115- 13.37% |
$2.48K - $2.86K
|
745
$18.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-115- 0.13% |
$2.48K - $2.86K
|
89.3K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-118- 1.05% |
$2.55K - $2.93K
|
11.1K
$269K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-120- 1.24% |
$2.59K - $2.98K
|
9.52K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-121- 0.9% |
$2.61K - $3.01K
|
13.4K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-125- 0.48% |
$2.7K - $3.11K
|
26.1K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 20.26% |
$2.7K - $3.11K
|
492
$12K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-131- 0.79% |
$2.83K - $3.25K
|
16.4K
$397K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.29% |
$2.94K - $3.38K
|
46.4K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-142- 1.48% |
$3.07K - $3.53K
|
9.45K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-144- 1.47% |
$3.11K - $3.58K
|
9.64K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-146- 1.45% |
$3.15K - $3.63K
|
9.91K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-146- 5.7% |
$3.15K - $3.63K
|
2.42K
$58.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-149- 0.56% |
$3.22K - $3.7K
|
26.7K
$648K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-150- 10.24% |
$3.24K - $3.73K
|
1.32K
$32K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-150- 0.4% |
$3.24K - $3.73K
|
37K
$900K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-150- 0.33% |
$3.24K - $3.73K
|
45.1K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-152- 1.49% |
$3.28K - $3.78K
|
10.1K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-155- 1.19% |
$3.35K - $3.85K
|
12.9K
$313K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-157- 1.31% |
$3.39K - $3.9K
|
11.8K
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-160- 0.85% |
$3.45K - $3.97K
|
18.7K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-160- 0.52% |
$3.45K - $3.97K
|
30.6K
$743K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-165- 0.1% |
$3.56K - $4.1K
|
169K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-168- 1.48% |
$3.63K - $4.17K
|
11.2K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-170- 30.91% |
$3.67K - $4.22K
|
380
$9.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-175- 1.12% |
$3.78K - $4.35K
|
15.5K
$375K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-177- 0.22% |
$3.82K - $4.4K
|
80.2K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-182- 15.4% |
$3.93K - $4.52K
|
1K
$24.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-183- 98.92% |
$3.95K - $4.55K
|
2
$48.6
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-184- 18.04% |
$3.97K - $4.57K
|
836
$20.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-184- 16.74% |
$3.97K - $4.57K
|
915
$22.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-185- 1.82% |
$3.99K - $4.6K
|
10K
$243K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-191- 1.08% |
$4.12K - $4.74K
|
17.4K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 0.23% |
$4.32K - $4.97K
|
85.5K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-200- 2.13% |
$4.32K - $4.97K
|
9.18K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-200- 2.32% |
$4.32K - $4.97K
|
8.41K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-200- 1.82% |
$4.32K - $4.97K
|
10.8K
$262K
|