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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.08K+ 959.81% |
$71.8K - $79.7K
|
3.4K
$85.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
98+ 0.62% |
$2.28K - $2.54K
|
15.8K
$397K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
43+ 0.06% |
$1K - $1.11K
|
75.6K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
8.15K+ 8.81% |
$190K - $211K
|
101K
$2.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
5.28K+ 2.56% |
$123K - $137K
|
211K
$5.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.72K+ 1.13% |
$133K - $148K
|
510K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.81K+ 7.93% |
$42.2K - $46.9K
|
24.7K
$619K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.94K+ 10.85% |
$68.5K - $76.2K
|
30.1K
$754K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-421- 1.16% |
$9.81K - $10.9K
|
35.8K
$898K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-231- 1.31% |
$5.38K - $5.98K
|
17.5K
$438K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
12.1K+ 2.92% |
$283K - $314K
|
428K
$10.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.7K+ 22.61% |
$646K - $718K
|
150K
$3.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 3.94% |
$26.2K - $29.1K
|
29.6K
$743K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.9K- 8.06% |
$371K - $412K
|
181K
$4.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-21.7K- 4.27% |
$504K - $561K
|
485K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-915- 1.42% |
$21.3K - $23.7K
|
63.3K
$1.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-343- 2.06% |
$7.99K - $8.88K
|
16.3K
$409K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
723+ 7.85% |
$16.8K - $18.7K
|
9.93K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-4.17K- 8.91% |
$97.1K - $108K
|
42.6K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.29K- 16.8% |
$76.6K - $85.2K
|
16.3K
$409K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 6.49% |
$31.5K - $35K
|
19.5K
$489K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.36K+ 3.14% |
$55.1K - $61.2K
|
77.6K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-10.5K- 39.02% |
$243K - $271K
|
16.3K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 0.76% |
$4.03K - $4.48K
|
22.7K
$570K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-500- 1.67% |
$11.6K - $12.9K
|
29.4K
$738K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-1.76K- 6.4% |
$41K - $45.6K
|
25.8K
$646K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-217K- 92.48% |
$5.05M - $5.61M
|
17.6K
$442K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.8KNew |
$205K - $228K
|
8.8K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4.49K+ 5.59% |
$105K - $116K
|
84.9K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
14.1K+ 24.36% |
$327K - $364K
|
71.7K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.08K- 29.24% |
$95.1K - $106K
|
9.88K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-47.4K- 6.2% |
$1.1M - $1.23M
|
717K
$18M
|
|
|
Oct 17, 2025
Q3 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-450- 0.44% |
$10.5K - $11.6K
|
102K
$2.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
261+ 8.19% |
$6.08K - $6.75K
|
3.45K
$86.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.45K+ 10.13% |
$33.7K - $37.4K
|
15.7K
$394K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-44.2K- 62.91% |
$1.03M - $1.15M
|
26.1K
$654K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
843+ 4.15% |
$19.6K - $21.8K
|
21.1K
$530K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
859+ 0.85% |
$20K - $22.2K
|
102K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-2.25K- 8.51% |
$52.4K - $58.2K
|
24.2K
$606K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.67K- 3.21% |
$38.9K - $43.2K
|
50.4K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-33- 0.05% |
$769 - $854
|
70.9K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
368+ 2.17% |
$8.57K - $9.52K
|
17.3K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.71K- 0.89% |
$39.7K - $44.1K
|
191K
$4.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-416- 2.62% |
$9.69K - $10.8K
|
15.5K
$388K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.05% |
$116 - $129
|
9.45K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.33K- 7.06% |
$54.3K - $60.4K
|
30.7K
$770K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
292New |
$6.8K - $7.56K
|
292
$7.32K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.83K+ 10.95% |
$89.1K - $99K
|
38.8K
$972K
|
|
|
Oct 16, 2025
Q3 2025
|
Qsm Asset Management LTD
London, X0 |
BUY
|
- |
277K+ 150.62% |
$6.45M - $7.17M
|
461K
$11.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.87K- 23.6% |
$137K - $152K
|
19K
$477K
|
|