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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-201- 0.14% |
$5.25K - $6.82K
|
145K
$3.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
144+ 1.87% |
$3.76K - $4.89K
|
7.85K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.65K- 36.59% |
$148K - $192K
|
9.78K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.89K- 6.39% |
$75.4K - $97.9K
|
42.3K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-3.18K- 27.23% |
$83.1K - $108K
|
8.5K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
13K+ 68.56% |
$340K - $441K
|
32K
$814K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-56.1K- 71.84% |
$1.47M - $1.9M
|
22K
$560K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12.9KNew |
$337K - $438K
|
12.9K
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-555- 6.68% |
$14.5K - $18.8K
|
7.76K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.62% |
$78.4 - $102
|
483
$12.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Health Invest Partners Ab
|
BUY
|
- |
41.6K+ 3409.84% |
$1.09M - $1.41M
|
42.8K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-13.7K- 27.22% |
$359K - $466K
|
36.8K
$936K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.11K- 25.38% |
$81.1K - $105K
|
9.13K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.34K- 12.59% |
$35K - $45.4K
|
9.29K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-25.2K- 97.63% |
$660K - $857K
|
614
$15.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
300New |
$7.84K - $10.2K
|
300
$7.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.24KNew |
$32.3K - $41.9K
|
1.24K
$31.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.9K- 15.9% |
$650K - $845K
|
132K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-465- 4.05% |
$12.2K - $15.8K
|
11K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.87K- 27.76% |
$101K - $131K
|
10.1K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-272- 0.74% |
$7.11K - $9.23K
|
36.3K
$926K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-649- 8.52% |
$17K - $22K
|
6.97K
$177K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-6.48K- 13.4% |
$169K - $220K
|
41.9K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
261New |
$6.82K - $8.86K
|
261
$6.65K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-78.5K- 88.72% |
$2.05M - $2.67M
|
9.98K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 0.44% |
$915 - $1.19K
|
7.97K
$203K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-134- 0.92% |
$3.5K - $4.55K
|
14.4K
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-10.3K- 46.28% |
$269K - $349K
|
11.9K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-500- 1.6% |
$13.1K - $17K
|
30.8K
$784K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
4.76K+ 10.74% |
$124K - $162K
|
49.1K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100+ 33.33% |
$2.61K - $3.39K
|
400
$10.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.17KNew |
$240K - $311K
|
9.17K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.44K- 47.31% |
$194K - $252K
|
8.28K
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.61K- 21.89% |
$94.3K - $122K
|
12.9K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-19.6K- 47.88% |
$512K - $665K
|
21.3K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.33K- 23.23% |
$60.9K - $79.1K
|
7.7K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-167- 0.26% |
$4.36K - $5.67K
|
63.7K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-338- 71.61% |
$8.83K - $11.5K
|
134
$3.41K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$261K - $339K
|
10K
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$340 - $441
|
13
$331
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-51.8K- 79.77% |
$1.35M - $1.76M
|
13.1K
$334K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-27- 0.31% |
$706 - $916
|
8.56K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.46K+ 4.43% |
$116K - $151K
|
105K
$2.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.84K- 15.82% |
$205K - $266K
|
41.7K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18KNew |
$470K - $611K
|
18K
$458K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
20.9KNew |
$545K - $708K
|
20.9K
$531K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
182+ 2.54% |
$4.76K - $6.18K
|
7.34K
$187K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.36KNew |
$192K - $250K
|
7.36K
$187K
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
35.7K+ 7.69% |
$932K - $1.21M
|
500K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-875- 11.01% |
$22.9K - $29.7K
|
7.07K
$180K
|