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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.39KNew |
$217K - $249K
|
8.39K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10K+ 20.37% |
$260K - $299K
|
59.4K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
50K+ 50.0% |
$1.29M - $1.49M
|
150K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.6KNew |
$274K - $315K
|
10.6K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$38.9K - $44.7K
|
1.5K
$38.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-363K- 4.04% |
$9.4M - $10.8M
|
8.61M
$219M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.79K- 91.28% |
$46.3K - $53.2K
|
171
$4.36K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.08K- 19.71% |
$131K - $151K
|
20.7K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
100New |
$2.59K - $2.97K
|
100
$2.55K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-46.1K- 27.19% |
$1.19M - $1.37M
|
123K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
CALL |
-2K- 13.33% |
$51.8K - $59.5K
|
13K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-5.5K- 20.0% |
$142K - $164K
|
22K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
7.79K+ 87.44% |
$202K - $232K
|
16.7K
$425K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-300- 46.15% |
$7.77K - $8.92K
|
350
$8.91K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
135KNew |
$3.49M - $4.01M
|
135K
$3.44M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
128+ 0.76% |
$3.31K - $3.81K
|
16.9K
$432K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.25K- 66.76% |
$32.4K - $37.2K
|
623
$15.9K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.36KNew |
$217K - $249K
|
8.36K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
9.5KNew |
$246K - $282K
|
9.5K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
24.8K+ 142.77% |
$642K - $738K
|
42.2K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-580- 5.47% |
$15K - $17.2K
|
10K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.45K- 1.44% |
$37.4K - $43K
|
98.7K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.51K+ 22.82% |
$65K - $74.6K
|
13.5K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.26K- 1.79% |
$32.7K - $37.5K
|
69.3K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5KNew |
$129K - $149K
|
5K
$127K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.28K+ 5.06% |
$59K - $67.7K
|
47.3K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
873+ 6.0% |
$22.6K - $26K
|
15.4K
$393K
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
15.8K+ 7.09% |
$409K - $470K
|
239K
$6.08M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.46KNew |
$37.7K - $43.3K
|
1.46K
$37.1K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.73KNew |
$226K - $260K
|
8.73K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
36.4KNew |
$941K - $1.08M
|
36.4K
$926K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.34K- 6.05% |
$34.6K - $39.7K
|
20.7K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1.46K- 45.27% |
$37.7K - $43.3K
|
1.76K
$44.9K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
810New |
$21K - $24.1K
|
810
$20.6K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.24K+ 9.0% |
$32K - $36.8K
|
15K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
101KNew |
$2.6M - $2.99M
|
101K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-6.11K- 16.11% |
$158K - $182K
|
31.8K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
275K+ 1343.11% |
$7.12M - $8.17M
|
295K
$7.52M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-307- 2.75% |
$7.95K - $9.13K
|
10.8K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-925- 0.76% |
$23.9K - $27.5K
|
121K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-974- 11.16% |
$25.2K - $29K
|
7.75K
$197K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.23KNew |
$83.6K - $96K
|
3.23K
$82.3K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
50New |
$1.29K - $1.49K
|
50
$1.27K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-356- 0.34% |
$9.22K - $10.6K
|
106K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
150+ 2.12% |
$3.88K - $4.46K
|
7.21K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-707- 4.5% |
$18.3K - $21K
|
15K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.42K+ 2.69% |
$62.7K - $72K
|
92.6K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
362+ 5.15% |
$9.37K - $10.8K
|
7.39K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.72K- 30.73% |
$96.2K - $111K
|
8.38K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.78K+ 5.77% |
$201K - $231K
|
143K
$3.64M
|