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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
200New |
$7.88K - $10.3K
|
200
$5.11K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$3.94K - $5.13K
|
100
$2.55K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-325- 52.0% |
$12.8K - $16.7K
|
300
$7.66K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.4K- 31.91% |
$134K - $174K
|
7.25K
$185K
|
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
50K+ 29.41% |
$1.97M - $2.56M
|
220K
$5.62M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.72% |
$1.77K - $2.31K
|
6.29K
$161K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-80- 1.13% |
$3.15K - $4.1K
|
7.03K
$179K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.34K- 30.89% |
$92.3K - $120K
|
5.24K
$134K
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-5K- 48.8% |
$197K - $256K
|
5.25K
$134K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.89K+ 72.66% |
$192K - $251K
|
11.6K
$296K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
174+ 3.5% |
$6.85K - $8.92K
|
5.15K
$132K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-72- 1.32% |
$2.84K - $3.69K
|
5.4K
$138K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.91KNew |
$115K - $149K
|
2.91K
$74.2K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.18K+ 1.59% |
$46.4K - $60.5K
|
75.5K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10+ 0.72% |
$394 - $513
|
1.4K
$35.8K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-62- 0.48% |
$2.44K - $3.18K
|
12.8K
$328K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.9K- 3.14% |
$232K - $302K
|
182K
$4.64M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-808- 97.58% |
$31.8K - $41.4K
|
20
$511
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
54+ 1.0% |
$2.13K - $2.77K
|
5.46K
$139K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
3.75KNew |
$148K - $193K
|
3.75K
$95.8K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
PUT |
5KNew |
$197K - $256K
|
5K
$128K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-21.3K- 49.96% |
$841K - $1.09M
|
21.4K
$546K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20+ 0.35% |
$788 - $1.03K
|
5.75K
$147K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-471- 4.85% |
$18.6K - $24.2K
|
9.24K
$236K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
690+ 13.09% |
$27.2K - $35.4K
|
5.96K
$152K
|
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-108K- 28.91% |
$4.26M - $5.54M
|
266K
$6.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$428K - $558K
|
10.9K
$278K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
240+ 0.36% |
$9.45K - $12.3K
|
67.4K
$1.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-18.4K- 73.35% |
$725K - $943K
|
6.68K
$171K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-696- 6.15% |
$27.4K - $35.7K
|
10.6K
$271K
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-830- 9.68% |
$32.7K - $42.6K
|
7.75K
$198K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17+ 0.3% |
$670 - $872
|
5.62K
$143K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
94New |
$3.7K - $4.82K
|
94
$2.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
10K+ 133.33% |
$394K - $513K
|
17.5K
$447K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.73KNew |
$265K - $345K
|
6.73K
$172K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 21.09% |
$63K - $82K
|
5.99K
$153K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 1.66% |
$4.73K - $6.15K
|
7.09K
$181K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-628- 11.45% |
$24.7K - $32.2K
|
4.86K
$124K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-874- 14.98% |
$34.4K - $44.8K
|
4.96K
$127K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
700+ 4.38% |
$27.6K - $35.9K
|
16.7K
$426K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.44K+ 64.51% |
$214K - $279K
|
13.9K
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-17.8K- 15.76% |
$702K - $914K
|
95.3K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4+ 0.07% |
$158 - $205
|
6.14K
$157K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.8KNew |
$70.9K - $92.3K
|
1.8K
$46K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.5K+ 55.11% |
$138K - $179K
|
9.85K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-254- 4.31% |
$10K - $13K
|
5.65K
$144K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-384- 25.57% |
$15.1K - $19.7K
|
1.12K
$28.5K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15K- 61.41% |
$592K - $770K
|
9.44K
$241K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
11.9K+ 42.67% |
$469K - $610K
|
39.8K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.54K- 24.6% |
$99.9K - $130K
|
7.77K
$198K
|