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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12+ 29.27% |
$303 - $355
|
53
$1.33K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
PUT |
5KNew |
$126K - $148K
|
5K
$125K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
8.88KNew |
$224K - $263K
|
8.88K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
26.3K+ 157.16% |
$664K - $778K
|
43K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-143K- 99.45% |
$3.62M - $4.24M
|
785
$19.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-104- 1.99% |
$2.63K - $3.08K
|
5.12K
$128K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
100+ 0.67% |
$2.53K - $2.96K
|
15.1K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
795New |
$20.1K - $23.5K
|
795
$19.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-212- 1.8% |
$5.36K - $6.28K
|
11.6K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
515+ 15.99% |
$13K - $15.2K
|
3.74K
$93.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-200- 44.44% |
$5.05K - $5.92K
|
250
$6.27K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.32K- 25.29% |
$33.3K - $39.1K
|
3.9K
$97.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
7.79KNew |
$197K - $231K
|
7.79K
$195K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
1.37MNew |
$34.6M - $40.6M
|
1.37M
$34.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
6.86KNew |
$173K - $203K
|
6.86K
$172K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
210K+ 2179.93% |
$5.31M - $6.23M
|
220K
$5.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.12K- 22.7% |
$53.6K - $62.8K
|
7.23K
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-26- 1.7% |
$657 - $770
|
1.5K
$37.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-700- 1.18% |
$17.7K - $20.7K
|
58.4K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-300K- 67.87% |
$7.58M - $8.88M
|
142K
$3.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.32K- 45.16% |
$160K - $187K
|
7.68K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.0% |
$101 - $118
|
127K
$3.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-8.3K- 39.46% |
$210K - $246K
|
12.7K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.85KNew |
$72K - $84.4K
|
2.85K
$71.5K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.82K- 3.82% |
$96.6K - $113K
|
96.3K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-427- 7.42% |
$10.8K - $12.6K
|
5.33K
$134K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.19K- 7.58% |
$30.1K - $35.3K
|
14.5K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.2K- 2.98% |
$30.4K - $35.6K
|
39.2K
$983K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
7.54KNew |
$190K - $223K
|
7.54K
$189K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
521+ 7.23% |
$13.2K - $15.4K
|
7.73K
$194K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6.03K- 38.96% |
$152K - $179K
|
9.45K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
1KNew |
$25.3K - $29.6K
|
1K
$25.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-13.1K- 56.47% |
$331K - $388K
|
10.1K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
146KNew |
$3.68M - $4.32M
|
146K
$3.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.96K- 26.74% |
$49.5K - $58K
|
5.37K
$135K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
59New |
$1.49K - $1.75K
|
59
$1.48K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-4.97K- 3.2% |
$126K - $147K
|
150K
$3.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7.71KNew |
$195K - $228K
|
7.71K
$193K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
26.5K+ 7.73% |
$670K - $785K
|
370K
$9.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-674- 0.89% |
$17K - $20K
|
75.4K
$1.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.51KNew |
$88.7K - $104K
|
3.51K
$88.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.92K
|
200
$5.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
22KNew |
$556K - $651K
|
22K
$552K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-180- 2.55% |
$4.55K - $5.33K
|
6.89K
$173K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-411- 72.61% |
$10.4K - $12.2K
|
155
$3.89K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.28KNew |
$184K - $215K
|
7.28K
$183K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05KNew |
$26.6K - $31.2K
|
1.05K
$26.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.68K+ 12.65% |
$67.6K - $79.3K
|
23.9K
$598K
|
|
|
Jul 19, 2024
Q2 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
18.7K+ 21.27% |
$472K - $554K
|
107K
$2.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
133KNew |
$3.35M - $3.93M
|
133K
$3.33M
|
|