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 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.43K- 15.28% |
$35.5K - $43.2K
|
7.94K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
529+ 8.82% |
$13.1K - $16K
|
6.53K
$172K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.93K+ 19.07% |
$72.6K - $88.4K
|
18.3K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-13.8K- 10.16% |
$342K - $417K
|
122K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
372+ 0.57% |
$9.23K - $11.2K
|
66K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
54.5K+ 3.32% |
$1.35M - $1.65M
|
1.69M
$44.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-16.4K- 4.36% |
$406K - $494K
|
359K
$9.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.84K+ 26.25% |
$45.7K - $55.7K
|
8.87K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.65KNew |
$65.8K - $80.1K
|
2.65K
$69.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-1.5K- 31.91% |
$37.2K - $45.3K
|
3.2K
$84.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-2.81K- 14.95% |
$69.6K - $84.7K
|
16K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-32- 0.23% |
$794 - $966
|
13.9K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.8K- 7.25% |
$44.7K - $54.4K
|
23.1K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-16.2K- 9.88% |
$403K - $490K
|
148K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.17K+ 7.66% |
$128K - $156K
|
72.7K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
171+ 9.87% |
$4.24K - $5.16K
|
1.9K
$50K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.51K+ 29.64% |
$112K - $136K
|
19.7K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 14.62% |
$32.9K - $40K
|
10.4K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
130New |
$3.22K - $3.92K
|
130
$3.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
484KNew |
$12M - $14.6M
|
484K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-60.8K- 35.76% |
$1.51M - $1.83M
|
109K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.29K+ 28.84% |
$106K - $129K
|
19.1K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-402- 3.82% |
$9.97K - $12.1K
|
10.1K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.85KNew |
$45.9K - $55.8K
|
1.85K
$48.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-38.8K- 22.01% |
$962K - $1.17M
|
137K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
684+ 5.54% |
$17K - $20.6K
|
13K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5.91K+ 2.71% |
$147K - $178K
|
224K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-16.9K- 30.47% |
$420K - $512K
|
38.7K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-22.3K- 52.92% |
$554K - $674K
|
19.9K
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.65K- 8.23% |
$41K - $49.9K
|
18.4K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-1.77K- 4.74% |
$43.8K - $53.3K
|
35.5K
$933K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-225- 2.36% |
$5.58K - $6.79K
|
9.29K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.56K- 8.92% |
$138K - $168K
|
56.8K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.74K- 2.1% |
$43.3K - $52.7K
|
81.3K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
12.6K+ 252.96% |
$313K - $382K
|
17.6K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.46K- 28.85% |
$135K - $165K
|
13.5K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.58% |
$74.4 - $90.6
|
524
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
126+ 0.92% |
$3.12K - $3.8K
|
13.8K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.2KNew |
$328K - $399K
|
13.2K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-46.2K- 42.01% |
$1.15M - $1.39M
|
63.8K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-9.73K- 22.19% |
$241K - $294K
|
34.1K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.29K- 4.75% |
$106K - $130K
|
86K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.16K+ 2.56% |
$128K - $156K
|
206K
$5.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.66% |
$74.4 - $90.6
|
458
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-100- 0.59% |
$2.48K - $3.02K
|
16.7K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
196K+ 6.31% |
$4.86M - $5.92M
|
3.3M
$86.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.57K+ 72.49% |
$237K - $289K
|
22.8K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-936- 2.9% |
$23.2K - $28.3K
|
31.3K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
166KNew |
$4.12M - $5.01M
|
166K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.63K+ 6.35% |
$140K - $170K
|
94.3K
$2.48M
|