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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-16K- 61.76% |
$397K - $483K
|
9.91K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.25K- 8.66% |
$31.1K - $37.8K
|
13.2K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-845- 5.66% |
$21K - $25.5K
|
14.1K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
434+ 2.85% |
$10.8K - $13.1K
|
15.7K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 17.81% |
$153K - $187K
|
28.5K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-57.4K- 6.87% |
$1.42M - $1.73M
|
779K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-625- 2.15% |
$15.5K - $18.9K
|
28.5K
$749K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-558- 16.24% |
$13.8K - $16.8K
|
2.88K
$75.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.49K+ 11.25% |
$61.8K - $75.2K
|
24.6K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 12.84% |
$147K - $179K
|
52K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-289- 1.06% |
$7.17K - $8.72K
|
26.9K
$707K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.69K- 8.96% |
$41.9K - $51.1K
|
17.2K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-25.4K- 23.18% |
$629K - $766K
|
84.1K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.17K- 7.11% |
$78.5K - $95.6K
|
41.4K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-36.4K- 55.98% |
$904K - $1.1M
|
28.7K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.69K- 12.35% |
$41.9K - $51.1K
|
12K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.37K+ 18.63% |
$208K - $253K
|
53.3K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92K+ 13.74% |
$47.6K - $57.9K
|
15.9K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
282+ 0.56% |
$6.99K - $8.51K
|
50.7K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
120KNew |
$2.98M - $3.63M
|
120K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.74K+ 8.07% |
$43.1K - $52.5K
|
23.3K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
459+ 2.81% |
$11.4K - $13.9K
|
16.8K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-42.8K- 17.27% |
$1.06M - $1.29M
|
205K
$5.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40.7K- 75.14% |
$1.01M - $1.23M
|
13.5K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-635- 2.81% |
$15.7K - $19.2K
|
22K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 12.86% |
$38.7K - $47.1K
|
13.7K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1K+ 119.62% |
$24.8K - $30.2K
|
1.84K
$48.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
86KNew |
$2.13M - $2.6M
|
86K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.7K+ 48.75% |
$291K - $354K
|
35.8K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.46K+ 4.91% |
$85.7K - $104K
|
73.9K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
26.5KNew |
$656K - $799K
|
26.5K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.98K- 20.63% |
$49.2K - $59.8K
|
7.63K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.56K+ 2.3% |
$88.2K - $107K
|
158K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.99K- 7.16% |
$49.5K - $60.2K
|
25.9K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10.1K- 21.86% |
$250K - $305K
|
36.1K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.37K+ 15.5% |
$158K - $192K
|
47.5K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
4.63K+ 0.79% |
$115K - $140K
|
594K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
20K+ 35.09% |
$495K - $603K
|
76.9K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-34.4K- 9.55% |
$854K - $1.04M
|
326K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
14.5K+ 209.02% |
$360K - $439K
|
21.5K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-8.25K- 68.09% |
$205K - $249K
|
3.87K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-124- 0.97% |
$3.08K - $3.74K
|
12.7K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.19K- 7.07% |
$129K - $157K
|
68.2K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-98- 0.05% |
$2.43K - $2.96K
|
191K
$5.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.9K- 30.16% |
$271K - $330K
|
25.3K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.72K- 9.75% |
$67.5K - $82.2K
|
25.2K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$24.8 - $30.2
|
12.9K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.27K- 30.41% |
$155K - $189K
|
14.3K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.1K- 37.9% |
$127K - $154K
|
8.36K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16.4K+ 922.95% |
$407K - $495K
|
18.2K
$478K
|