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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-6.42K- 35.91% |
$139K - $159K
|
11.5K
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
702+ 20.6% |
$15.2K - $17.4K
|
4.11K
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-695- 3.62% |
$15K - $17.3K
|
18.5K
$465K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.18KNew |
$25.4K - $29.2K
|
1.18K
$29.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18.8KNew |
$405K - $466K
|
18.8K
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
5KNew |
$108K - $124K
|
5K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-355- 14.48% |
$7.66K - $8.82K
|
2.1K
$52.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-736- 6.96% |
$15.9K - $18.3K
|
9.83K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-426- 3.76% |
$9.2K - $10.6K
|
10.9K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
512New |
$11.1K - $12.7K
|
512
$12.8K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 3.55% |
$82.2K - $94.6K
|
111K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-10.2K- 24.74% |
$220K - $253K
|
31K
$778K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
154+ 0.57% |
$3.32K - $3.83K
|
27.3K
$686K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-35.9K- 60.11% |
$776K - $893K
|
23.9K
$598K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-222- 2.27% |
$4.79K - $5.51K
|
9.57K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-526- 51.27% |
$11.4K - $13.1K
|
500
$12.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-18.3K- 38.64% |
$396K - $455K
|
29.1K
$730K
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-1.39K- 10.41% |
$30K - $34.5K
|
12K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-88- 2.82% |
$1.9K - $2.19K
|
3.03K
$76.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.9K+ 172.19% |
$41K - $47.2K
|
3.01K
$75.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-491- 1.46% |
$10.6K - $12.2K
|
33.2K
$833K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-17- 13.71% |
$367 - $422
|
107
$2.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-353- 5.23% |
$7.62K - $8.77K
|
6.39K
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
68+ 0.69% |
$1.47K - $1.69K
|
10K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.32K- 92.97% |
$28.6K - $32.9K
|
100
$2.51K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-382K- 66.13% |
$8.25M - $9.49M
|
196K
$4.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
SELL
|
- |
-275- 13.41% |
$5.94K - $6.83K
|
1.78K
$44.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
10.2K+ 36.57% |
$220K - $253K
|
38K
$954K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
500+ 4.42% |
$10.8K - $12.4K
|
11.8K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
549New |
$11.9K - $13.6K
|
549
$13.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-292- 1.0% |
$6.3K - $7.25K
|
28.9K
$724K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-184- 18.04% |
$3.97K - $4.57K
|
836
$21K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-1.6K- 2.26% |
$34.5K - $39.6K
|
68.9K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
120+ 1.52% |
$2.59K - $2.98K
|
8.04K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.11K- 4.95% |
$24K - $27.6K
|
21.4K
$535K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.2K- 37.83% |
$25.8K - $29.7K
|
1.96K
$49.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
3.27KNew |
$70.6K - $81.2K
|
3.27K
$82K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-547- 3.72% |
$11.8K - $13.6K
|
14.2K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-7.04K- 45.9% |
$152K - $175K
|
8.29K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
11.6KNew |
$251K - $289K
|
11.6K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
9.86KNew |
$213K - $245K
|
9.86K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
107+ 0.68% |
$2.31K - $2.66K
|
15.9K
$399K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-82.6K- 90.23% |
$1.78M - $2.05M
|
8.95K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 55.27% |
$231K - $265K
|
8.65K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-17.5K- 8.49% |
$378K - $435K
|
189K
$4.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-1.45K- 1.31% |
$31.3K - $36K
|
110K
$2.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
336+ 20.19% |
$7.25K - $8.35K
|
2K
$50.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
106KNew |
$2.29M - $2.64M
|
106K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
PUT |
13.9KNew |
$300K - $345K
|
13.9K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.12K+ 6.17% |
$24.1K - $27.8K
|
19.2K
$482K
|
|