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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
6.7KNew |
$215K - $251K
|
6.7K
$171K
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-113K- 82.77% |
$3.63M - $4.24M
|
23.5K
$599K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.52KNew |
$209K - $245K
|
6.52K
$166K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
400New |
$12.8K - $15K
|
400
$10.2K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-101K- 33.03% |
$3.24M - $3.78M
|
204K
$5.21M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.17K+ 13.96% |
$37.6K - $44K
|
9.57K
$244K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
200+ 1.66% |
$6.42K - $7.5K
|
12.3K
$313K
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
29K+ 67.12% |
$930K - $1.09M
|
72.2K
$1.84M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-85- 1.34% |
$2.73K - $3.19K
|
6.28K
$160K
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
25+ 0.37% |
$802 - $938
|
6.85K
$174K
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-367K- 42.51% |
$11.8M - $13.8M
|
497K
$12.7M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.78K+ 5.83% |
$57.1K - $66.7K
|
32.3K
$822K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-832- 3.82% |
$26.7K - $31.2K
|
21K
$534K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.1K+ 324.54% |
$67.5K - $78.9K
|
2.75K
$70.1K
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-500- 6.48% |
$16K - $18.8K
|
7.22K
$184K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-4.29K- 17.35% |
$138K - $161K
|
20.4K
$521K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-56.8K- 48.96% |
$1.82M - $2.13M
|
59.2K
$1.51M
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-73- 1.12% |
$2.34K - $2.74K
|
6.43K
$164K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-8.12K- 3.7% |
$261K - $305K
|
212K
$5.39M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
600+ 9.97% |
$19.3K - $22.5K
|
6.62K
$169K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-258- 3.65% |
$8.28K - $9.68K
|
6.82K
$174K
|
|
Oct 25, 2023
Q3 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-959K- 43.05% |
$30.8M - $36M
|
1.27M
$32.3M
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-223- 2.35% |
$7.16K - $8.36K
|
9.28K
$236K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-55- 0.14% |
$1.76K - $2.06K
|
39.9K
$1.02M
|
|
Oct 25, 2023
Q3 2023
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
10KNew |
$321K - $375K
|
10K
$255K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$43.6K - $51K
|
1.36K
$34.6K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-90- 1.2% |
$2.89K - $3.38K
|
7.44K
$189K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
749+ 6.97% |
$24K - $28.1K
|
11.5K
$293K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
410+ 6.69% |
$13.2K - $15.4K
|
6.54K
$167K
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-58- 3.05% |
$1.86K - $2.18K
|
1.84K
$46.9K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-8.32K- 82.54% |
$267K - $312K
|
1.76K
$44.8K
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7KNew |
$225K - $263K
|
7K
$178K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67KNew |
$85.6K - $100K
|
2.67K
$68K
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
205+ 1.95% |
$6.58K - $7.69K
|
10.7K
$273K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
161+ 2.66% |
$5.17K - $6.04K
|
6.22K
$158K
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-54- 0.73% |
$1.73K - $2.03K
|
7.31K
$186K
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
602+ 8.69% |
$19.3K - $22.6K
|
7.53K
$192K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.72K- 31.56% |
$119K - $139K
|
8.06K
$205K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
105+ 1.01% |
$3.37K - $3.94K
|
10.5K
$268K
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-537- 7.05% |
$17.2K - $20.1K
|
7.09K
$180K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-447- 4.32% |
$14.3K - $16.8K
|
9.9K
$252K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
24.5KNew |
$786K - $919K
|
24.5K
$624K
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 75.55% |
$342K - $400K
|
3.45K
$87.9K
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.74KNew |
$216K - $253K
|
6.74K
$172K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-22.9K- 8.15% |
$736K - $860K
|
259K
$6.59M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-595- 50.04% |
$19.1K - $22.3K
|
594
$15.1K
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
326+ 5.56% |
$10.5K - $12.2K
|
6.19K
$158K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
CALL |
10KNew |
$321K - $375K
|
10K
$255K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-18.9K- 8.59% |
$606K - $709K
|
201K
$5.12M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
518+ 8.93% |
$16.6K - $19.4K
|
6.32K
$161K
|