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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.28K- 3.28% |
$32.1K - $34.8K
|
37.9K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
817+ 8.08% |
$20.4K - $22.2K
|
10.9K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
65.4KNew |
$1.64M - $1.77M
|
65.4K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.73K- 15.97% |
$43.3K - $47K
|
9.11K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-103K- 18.89% |
$2.58M - $2.79M
|
442K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-153- 0.73% |
$3.83K - $4.15K
|
20.7K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
5.15K+ 5.73% |
$129K - $140K
|
95.1K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
77+ 3.58% |
$1.93K - $2.09K
|
2.23K
$55.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-5.92K- 29.73% |
$148K - $161K
|
14K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-742- 8.16% |
$18.6K - $20.1K
|
8.35K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.14K- 97.52% |
$28.5K - $30.9K
|
29
$727
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-500- 70.42% |
$12.5K - $13.6K
|
210
$5.27K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.95K- 11.1% |
$73.8K - $80K
|
23.6K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.4K- 7.8% |
$35K - $38K
|
16.6K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
1.2KNew |
$30K - $32.6K
|
1.2K
$30.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-19- 0.39% |
$475 - $515
|
4.83K
$121K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
8.62KNew |
$216K - $234K
|
8.62K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-122- 2.63% |
$3.05K - $3.31K
|
4.51K
$113K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-24- 0.28% |
$600 - $651
|
8.44K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-134- 1.0% |
$3.35K - $3.64K
|
13.3K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-828- 8.27% |
$20.7K - $22.5K
|
9.19K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
89.5KNew |
$2.24M - $2.43M
|
89.5K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.26K+ 16.62% |
$31.5K - $34.1K
|
8.83K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.42K+ 31.03% |
$60.5K - $65.6K
|
10.2K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 1.76% |
$3.28K - $3.55K
|
7.56K
$190K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
600+ 4.36% |
$15K - $16.3K
|
14.4K
$360K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.53K+ 6.93% |
$88.3K - $95.8K
|
54.5K
$1.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
CALL |
10KNew |
$250K - $271K
|
10K
$251K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6.54K+ 23.28% |
$163K - $177K
|
34.6K
$868K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-26.2K- 6.6% |
$656K - $712K
|
371K
$9.31M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-30K- 19.67% |
$744K - $906K
|
122K
$3.07M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
4.99K+ 50.06% |
$124K - $151K
|
14.9K
$375K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
16.2K+ 28.88% |
$402K - $489K
|
72.3K
$1.81M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
523New |
$13K - $15.8K
|
523
$13.1K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-11K- 4.8% |
$273K - $332K
|
218K
$5.47M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-55.4KClosed |
$1.37M - $1.67M
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
317+ 2.53% |
$7.86K - $9.57K
|
12.9K
$322K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
38.4KNew |
$952K - $1.16M
|
38.4K
$962K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$310K - $378K
|
12.5K
$314K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.94KNew |
$48.1K - $58.6K
|
1.94K
$48.7K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
10.6KNew |
$263K - $320K
|
10.6K
$266K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-10- 0.11% |
$248 - $302
|
8.82K
$221K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.79KNew |
$193K - $235K
|
7.79K
$195K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
10.6KNew |
$264K - $321K
|
10.6K
$267K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-2.58K- 9.95% |
$63.9K - $77.7K
|
23.3K
$584K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$302K - $368K
|
12.2K
$306K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
493+ 97.24% |
$12.2K - $14.9K
|
1K
$25.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7.93KNew |
$197K - $239K
|
7.93K
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.3K- 29.71% |
$81.8K - $99.6K
|
7.8K
$196K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-50- 0.28% |
$1.24K - $1.51K
|
18K
$452K
|
|