Latest Institutional Transactions on Pfizer Inc (PFE)
This table provides information on the latest institutional transactions involving Pfizer Inc (PFE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-16.8K- 12.92% |
$416K - $507K
|
113K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10.2K- 26.48% |
$252K - $307K
|
28.2K
$742K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 1.69% |
$471 - $574
|
1.14K
$30K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-53K- 22.46% |
$1.31M - $1.6M
|
183K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5.96K+ 26.04% |
$148K - $180K
|
28.8K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$372K - $453K
|
15K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
16.7K+ 24.47% |
$414K - $504K
|
85K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-13.3K- 28.39% |
$330K - $402K
|
33.5K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
4.85KNew |
$120K - $146K
|
4.85K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.5KNew |
$261K - $318K
|
10.5K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.29K- 2.36% |
$32K - $39K
|
53.4K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 20.81% |
$45.5K - $55.4K
|
6.99K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-11.1K- 34.59% |
$276K - $335K
|
21K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-19.4K- 38.03% |
$480K - $585K
|
31.6K
$830K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-32K- 37.86% |
$794K - $966K
|
52.5K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29.2K+ 299.85% |
$725K - $882K
|
39K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
179+ 1.11% |
$4.44K - $5.4K
|
16.3K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-952- 3.9% |
$23.6K - $28.7K
|
23.5K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.85K- 38.69% |
$120K - $146K
|
7.69K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
17.3KNew |
$429K - $522K
|
17.3K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.07KNew |
$26.6K - $32.3K
|
1.07K
$28.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-11.1K- 48.92% |
$275K - $335K
|
11.6K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
47.3K+ 8.53% |
$1.17M - $1.43M
|
602K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
CALL |
10KNew |
$248K - $302K
|
10K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-363- 0.58% |
$9K - $11K
|
62.4K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-92- 0.42% |
$2.28K - $2.78K
|
21.7K
$572K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
486K+ 36.26% |
$12.1M - $14.7M
|
1.83M
$48M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
47.8K+ 30.19% |
$1.19M - $1.44M
|
206K
$5.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
291KNew |
$7.23M - $8.8M
|
291K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
734+ 0.98% |
$18.2K - $22.2K
|
75.6K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
839+ 3.74% |
$20.8K - $25.3K
|
23.3K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-16K- 1.18% |
$397K - $483K
|
1.34M
$35.3M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
9K+ 0.67% |
$223K - $272K
|
1.35M
$35.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
96.7KNew |
$2.4M - $2.92M
|
96.7K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23.7K+ 35.98% |
$588K - $716K
|
89.7K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8- 0.1% |
$198 - $242
|
7.75K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-183- 1.27% |
$4.54K - $5.52K
|
14.2K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
42.8K+ 18.87% |
$1.06M - $1.29M
|
269K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.88K- 14.99% |
$121K - $147K
|
27.7K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.03K- 19.03% |
$75K - $91.3K
|
12.9K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
19+ 0.21% |
$471 - $574
|
9.07K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
7.76KNew |
$192K - $234K
|
7.76K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123New |
$3.05K - $3.71K
|
123
$3.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-14.5K- 42.72% |
$360K - $438K
|
19.4K
$511K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3.78K- 10.28% |
$93.6K - $114K
|
32.9K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108K+ 86.55% |
$2.67M - $3.25M
|
232K
$6.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.25K+ 5.77% |
$31K - $37.8K
|
22.9K
$603K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.27K- 1.51% |
$31.4K - $38.2K
|
82.8K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.57K+ 2.53% |
$63.8K - $77.7K
|
104K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.38K+ 2.51% |
$83.9K - $102K
|
138K
$3.63M
|