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 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-3.09K- 3.2% |
$112K - $129K
|
93.4K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-21- 0.33% |
$759 - $878
|
6.31K
$161K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
286+ 4.83% |
$10.3K - $12K
|
6.21K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$72.2K - $83.5K
|
2K
$51K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
68.4KNew |
$2.47M - $2.86M
|
68.4K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-58- 0.95% |
$2.09K - $2.42K
|
6.05K
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-270- 4.51% |
$9.75K - $11.3K
|
5.72K
$146K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-104- 1.82% |
$3.76K - $4.35K
|
5.6K
$143K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.27K+ 10.8% |
$45.9K - $53.1K
|
13K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 14.26% |
$37K - $42.8K
|
6.16K
$157K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.63KNew |
$203K - $235K
|
5.63K
$144K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.55K- 20.64% |
$128K - $148K
|
13.7K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
7.02KNew |
$253K - $293K
|
7.02K
$179K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.74KNew |
$207K - $240K
|
5.74K
$147K
|
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
CALL |
7KNew |
$253K - $293K
|
7K
$179K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
843+ 1.91% |
$30.4K - $35.2K
|
44.9K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-938- 13.89% |
$33.9K - $39.2K
|
5.82K
$149K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.46K+ 6.5% |
$161K - $187K
|
73.1K
$1.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.8K+ 3.39% |
$65.1K - $75.3K
|
54.9K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.5K- 3.4% |
$669K - $773K
|
525K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-2.9K- 4.4% |
$105K - $121K
|
63K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-25- 0.27% |
$903 - $1.04K
|
9.09K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.56K- 34.72% |
$129K - $149K
|
6.69K
$171K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.83K+ 107.02% |
$66.1K - $76.5K
|
3.54K
$90.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$36.1 - $41.8
|
5.54K
$141K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
5.88KNew |
$212K - $246K
|
5.88K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.5K- 14.72% |
$54.2K - $62.7K
|
8.69K
$222K
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-375- 6.3% |
$13.5K - $15.7K
|
5.57K
$142K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.61K - $4.18K
|
100
$2.55K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-371- 4.35% |
$13.4K - $15.5K
|
8.16K
$208K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
257+ 5.51% |
$9.28K - $10.7K
|
4.92K
$126K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
245KNew |
$8.84M - $10.2M
|
245K
$6.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-775- 8.82% |
$28K - $32.4K
|
8.01K
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
24.9KNew |
$899K - $1.04M
|
24.9K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.1KNew |
$256K - $297K
|
7.1K
$181K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-32.1K- 65.58% |
$1.16M - $1.34M
|
16.9K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
25+ 0.65% |
$903 - $1.04K
|
3.88K
$99.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.3KNew |
$264K - $305K
|
7.3K
$186K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-152- 2.67% |
$5.49K - $6.35K
|
5.55K
$142K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.24K+ 0.99% |
$44.9K - $51.9K
|
127K
$3.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
21.4K+ 43.65% |
$774K - $895K
|
70.5K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
14.6KNew |
$526K - $609K
|
14.6K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-3.15K- 5.9% |
$114K - $132K
|
50.2K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.86KNew |
$248K - $287K
|
6.86K
$175K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-264- 3.51% |
$9.54K - $11K
|
7.26K
$185K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-351- 0.53% |
$12.7K - $14.7K
|
66K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
564+ 6.97% |
$20.4K - $23.6K
|
8.66K
$221K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
12+ 0.21% |
$433 - $501
|
5.78K
$147K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$567K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-836- 3.91% |
$30.2K - $34.9K
|
20.5K
$524K
|