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 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-4.51K- 23.88% |
$112K - $136K
|
14.4K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.02K- 16.92% |
$50K - $60.8K
|
9.89K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-26- 0.2% |
$645 - $785
|
13.1K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-157- 1.03% |
$3.89K - $4.74K
|
15.1K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13.9K+ 107.41% |
$345K - $420K
|
26.8K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
113K+ 24.95% |
$2.79M - $3.4M
|
564K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.03K- 10.05% |
$75K - $91.4K
|
27.1K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-23.4K- 11.79% |
$579K - $705K
|
175K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.88M+ 41.78% |
$46.6M - $56.7M
|
6.38M
$168M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-155K- 89.38% |
$3.84M - $4.68M
|
18.4K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-321- 24.39% |
$7.96K - $9.69K
|
995
$26.2K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-2.75K- 22.65% |
$68.1K - $82.9K
|
9.38K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
173K+ 7.55% |
$4.28M - $5.21M
|
2.46M
$64.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.59K+ 50.58% |
$188K - $229K
|
22.6K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-401- 2.13% |
$9.94K - $12.1K
|
18.4K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.33K+ 4.95% |
$32.9K - $40K
|
28.1K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.27K- 11.17% |
$155K - $189K
|
49.9K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69.4K+ 9.98% |
$1.72M - $2.1M
|
765K
$20.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.07K+ 10.22% |
$175K - $214K
|
76.3K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.18K+ 9.05% |
$104K - $126K
|
50.4K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-4.01K- 27.04% |
$99.5K - $121K
|
10.8K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.43K- 7.62% |
$35.4K - $43.1K
|
17.3K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.89K- 16.22% |
$121K - $148K
|
25.3K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
200+ 0.31% |
$4.96K - $6.04K
|
64.4K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-14K- 23.72% |
$347K - $423K
|
45.1K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
91+ 1.31% |
$2.26K - $2.75K
|
7.03K
$185K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
183K+ 19.8% |
$4.55M - $5.54M
|
1.11M
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.24K+ 25.58% |
$229K - $279K
|
45.3K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 13.38% |
$26.9K - $32.8K
|
9.2K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-929- 7.2% |
$23K - $28K
|
12K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7.21K- 3.77% |
$179K - $218K
|
184K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.02% |
$198 - $242
|
53.2K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.86K- 11.88% |
$195K - $237K
|
58.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.25K- 23.21% |
$130K - $158K
|
17.4K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.06K- 9.99% |
$150K - $183K
|
54.5K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.5K- 16.97% |
$435K - $530K
|
85.8K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-17.3K- 11.28% |
$428K - $522K
|
136K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-32- 0.1% |
$794 - $966
|
31.6K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-159K- 5.7% |
$3.94M - $4.8M
|
2.63M
$69.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-14.6K- 13.89% |
$362K - $440K
|
90.4K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-45.2K- 42.8% |
$1.12M - $1.36M
|
60.4K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.1K- 4.18% |
$102K - $124K
|
93.8K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-595- 9.86% |
$14.8K - $18K
|
5.44K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
24+ 2.78% |
$595 - $725
|
887
$23.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
12.9K+ 6.59% |
$319K - $389K
|
208K
$5.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 0.3% |
$198 - $242
|
2.7K
$71K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.33K- 5.53% |
$33K - $40.1K
|
22.7K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.52K- 47.71% |
$112K - $137K
|
4.96K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1K+ 1.57% |
$24.8K - $30.2K
|
64.8K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
361+ 2.06% |
$8.95K - $10.9K
|
17.8K
$469K
|