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 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
27+ 0.31% |
$699 - $803
|
8.81K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.33KNew |
$190K - $218K
|
7.33K
$187K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
61.2KNew |
$1.59M - $1.82M
|
61.2K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-298- 3.59% |
$7.72K - $8.86K
|
8K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.53K+ 29.82% |
$65.4K - $75.2K
|
11K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
29.8KNew |
$773K - $887K
|
29.8K
$760K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
CALL |
300New |
$7.77K - $8.92K
|
300
$7.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-99K- 99.0% |
$2.56M - $2.94M
|
1K
$25.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.7K- 7.65% |
$43.9K - $50.5K
|
20.5K
$522K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-19.4K- 69.28% |
$501K - $576K
|
8.58K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.28K+ 100.23% |
$33.2K - $38.1K
|
2.56K
$65.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.9K+ 132.19% |
$334K - $384K
|
22.7K
$578K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-18.2K- 25.94% |
$471K - $541K
|
51.9K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-3.36K- 86.17% |
$87.1K - $100K
|
540
$13.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10.2KNew |
$265K - $304K
|
10.2K
$260K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
21.1K+ 46.14% |
$547K - $629K
|
67K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
71.4KNew |
$1.85M - $2.12M
|
71.4K
$1.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.77K+ 2.97% |
$71.7K - $82.4K
|
96K
$2.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-410- 5.29% |
$10.6K - $12.2K
|
7.34K
$187K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.45K- 28.27% |
$89.3K - $103K
|
8.76K
$223K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-350- 1.09% |
$9.06K - $10.4K
|
31.9K
$813K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.68K+ 9.63% |
$43.5K - $50K
|
19.1K
$487K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.21K- 93.33% |
$57.2K - $65.7K
|
158
$4.02K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
25.4KNew |
$663K - $861K
|
25.4K
$646K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.7KNew |
$44.4K - $57.7K
|
1.7K
$43.3K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.22K+ 10.19% |
$31.9K - $41.4K
|
13.2K
$336K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-8.87KClosed |
$232K - $301K
|
0
$0
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.68KClosed |
$174K - $227K
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-50- 4.09% |
$1.31K - $1.7K
|
1.17K
$29.9K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
309+ 4.24% |
$8.07K - $10.5K
|
7.6K
$193K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.35KNew |
$35.4K - $45.9K
|
1.35K
$34.5K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7.4KNew |
$193K - $251K
|
7.4K
$189K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
199+ 19900.0% |
$5.2K - $6.75K
|
200
$5.09K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.31KNew |
$113K - $146K
|
4.31K
$110K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
270KNew |
$7.06M - $9.17M
|
270K
$6.88M
|
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
CALL |
600KNew |
$15.7M - $20.4M
|
600K
$15.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-564- 2.0% |
$14.7K - $19.1K
|
27.7K
$706K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
19.7KNew |
$515K - $669K
|
19.7K
$502K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-7.7KClosed |
$201K - $261K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94KNew |
$76.9K - $99.9K
|
2.94K
$74.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
CALL |
200KNew |
$5.23M - $6.79M
|
200K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
50.3KNew |
$1.31M - $1.71M
|
50.3K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
60KNew |
$1.57M - $2.04M
|
60K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
19.7KNew |
$515K - $669K
|
19.7K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.31K- 4.77% |
$60.3K - $78.4K
|
46.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-2.58K- 22.65% |
$67.4K - $87.5K
|
8.81K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10.7KNew |
$279K - $362K
|
10.7K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
1KNew |
$26.1K - $33.9K
|
1K
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
CALL |
9.4KNew |
$246K - $319K
|
9.4K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-700- 65.42% |
$18.3K - $23.8K
|
370
$9.42K
|
|