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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-40- 0.09% |
$1.05K - $1.36K
|
44.7K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-4.86K- 35.88% |
$127K - $165K
|
8.68K
$221K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
928+ 14.64% |
$24.2K - $31.5K
|
7.27K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
24.9KNew |
$651K - $845K
|
24.9K
$634K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
800New |
$20.9K - $27.2K
|
800
$20.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-8.18K- 52.3% |
$214K - $278K
|
7.46K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-691- 7.99% |
$18.1K - $23.5K
|
7.96K
$203K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
236+ 2.98% |
$6.17K - $8.01K
|
8.17K
$208K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16.2KClosed |
$423K - $550K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-6.97K- 22.05% |
$182K - $236K
|
24.6K
$627K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.74K- 28.08% |
$228K - $297K
|
22.4K
$570K
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-2.13K- 2.91% |
$55.5K - $72.1K
|
70.9K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-539- 6.05% |
$14.1K - $18.3K
|
8.36K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-9.98K- 57.5% |
$261K - $339K
|
7.38K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8.87K- 55.0% |
$232K - $301K
|
7.26K
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-403- 4.89% |
$10.5K - $13.7K
|
7.83K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
61.6KNew |
$1.61M - $2.09M
|
61.6K
$1.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-152- 6.69% |
$3.97K - $5.16K
|
2.12K
$54K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.88K- 36.9% |
$127K - $165K
|
8.34K
$212K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-45.4K- 45.87% |
$1.19M - $1.54M
|
53.5K
$1.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.18K- 3.67% |
$240K - $312K
|
241K
$6.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
23+ 0.31% |
$601 - $781
|
7.41K
$189K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
589+ 1.84% |
$15.4K - $20K
|
32.6K
$831K
|
|
| Q3 2023 | |||||||
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-2.8KClosed |
$89.9K - $105K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.57M- 63.86% |
$50.5M - $59.1M
|
891K
$22.7M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.01KNew |
$129K - $150K
|
4.01K
$102K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.1KClosed |
$196K - $229K
|
0
$0
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
13.4KNew |
$431K - $504K
|
13.4K
$342K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
317+ 4.56% |
$10.2K - $11.9K
|
7.26K
$185K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-364K- 77.82% |
$11.7M - $13.6M
|
104K
$2.64M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-148K- 95.78% |
$4.76M - $5.56M
|
6.53K
$166K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1K- 13.96% |
$32.1K - $37.5K
|
6.17K
$157K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.49KNew |
$240K - $281K
|
7.49K
$191K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.49K+ 57.44% |
$112K - $131K
|
9.56K
$243K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.24K- 99.36% |
$104K - $122K
|
21
$535
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12K- 92.15% |
$384K - $449K
|
1.02K
$26K
|
|
|
Nov 15, 2023
Q3 2023
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
52.8KNew |
$1.7M - $1.98M
|
52.8K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 59.89% |
$596K - $696K
|
12.4K
$317K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-600- 3.16% |
$19.3K - $22.5K
|
18.4K
$468K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
51New |
$1.64K - $1.91K
|
51
$1.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.4K+ 34.31% |
$77K - $90K
|
9.4K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.08KNew |
$195K - $228K
|
6.08K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6K- 31.24% |
$192K - $225K
|
13.2K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-792- 1.15% |
$25.4K - $29.7K
|
67.9K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Integral Health Asset Management, LLC
|
BUY
|
- |
150KNew |
$4.81M - $5.63M
|
150K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10.6K+ 36.23% |
$341K - $399K
|
40K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
63KNew |
$2.02M - $2.36M
|
63K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-235- 3.41% |
$7.54K - $8.81K
|
6.66K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10- 0.09% |
$321 - $375
|
11.4K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
55.8K+ 374.06% |
$1.79M - $2.09M
|
70.7K
$1.8M
|
|