Purchases and Sales Made in Q3 2025 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10.5K+ 91.3% |
$244K - $271K
|
21.9K
$533K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
10.4K+ 24.21% |
$242K - $269K
|
53.3K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
10.3K+ 61.96% |
$240K - $266K
|
26.9K
$654K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
10.3K+ 9.94% |
$240K - $266K
|
114K
$2.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
10.1KNew |
$236K - $262K
|
10.1K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
10KNew |
$233K - $259K
|
10K
$243K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$231K - $257K
|
9.93K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
9.77KNew |
$228K - $253K
|
9.77K
$237K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.68KNew |
$225K - $250K
|
9.68K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.56KNew |
$223K - $247K
|
9.56K
$232K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.44K+ 15.24% |
$220K - $244K
|
71.3K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.38KNew |
$218K - $243K
|
9.38K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
9.32K+ 13.11% |
$217K - $241K
|
80.5K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
9.28K+ 16.96% |
$216K - $240K
|
64K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.26K+ 2.0% |
$216K - $240K
|
471K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.2K+ 13.04% |
$214K - $238K
|
79.7K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.17K+ 9.2% |
$213K - $237K
|
109K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
9.15K+ 82.73% |
$213K - $237K
|
20.2K
$491K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.04K+ 14.87% |
$210K - $234K
|
69.8K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.03K+ 13.96% |
$210K - $234K
|
73.7K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
9.02KNew |
$210K - $233K
|
9.02K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.95K+ 11.53% |
$208K - $232K
|
86.5K
$2.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.93KNew |
$208K - $231K
|
8.93K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
8.88K+ 1.42% |
$207K - $230K
|
633K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
8.82KNew |
$205K - $228K
|
8.82K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.81K+ 23.92% |
$205K - $228K
|
45.7K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.8KNew |
$205K - $228K
|
8.8K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.8KNew |
$205K - $228K
|
8.8K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
8.75K+ 2.17% |
$204K - $226K
|
412K
$10M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.73KNew |
$203K - $226K
|
8.73K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
8.7K+ 9.46% |
$203K - $225K
|
101K
$2.44M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
8.68K+ 7.78% |
$202K - $225K
|
120K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
8.62KNew |
$201K - $223K
|
8.62K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
8.47KNew |
$197K - $219K
|
8.47K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
8.36K+ 7.12% |
$195K - $216K
|
126K
$3.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.36KNew |
$195K - $216K
|
8.36K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
8.31KNew |
$194K - $215K
|
8.31K
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
8.26KNew |
$192K - $214K
|
8.26K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
8.2KNew |
$191K - $212K
|
8.2K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.2KNew |
$191K - $212K
|
8.2K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
8.17KNew |
$190K - $211K
|
8.17K
$198K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
8.15K+ 8.81% |
$190K - $211K
|
101K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
8.14KNew |
$190K - $211K
|
8.14K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.11K+ 2.02% |
$189K - $210K
|
410K
$9.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.1KNew |
$189K - $210K
|
8.1K
$197K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
8.01KNew |
$187K - $207K
|
8.01K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
7.97KNew |
$186K - $206K
|
7.97K
$193K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
7.92KNew |
$184K - $205K
|
7.92K
$192K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.89KNew |
$184K - $204K
|
7.89K
$192K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.88K+ 8.05% |
$183K - $204K
|
106K
$2.57M
|