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 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.87K- 27.76% |
$101K - $131K
|
10.1K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-272- 0.74% |
$7.11K - $9.23K
|
36.3K
$912K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-649- 8.52% |
$17K - $22K
|
6.97K
$175K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-6.48K- 13.4% |
$169K - $220K
|
41.9K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
261New |
$6.82K - $8.86K
|
261
$6.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-78.5K- 88.72% |
$2.05M - $2.67M
|
9.98K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-134- 0.92% |
$3.5K - $4.55K
|
14.4K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-10.3K- 46.28% |
$269K - $349K
|
11.9K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
4.76K+ 10.74% |
$124K - $162K
|
49.1K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.17KNew |
$240K - $311K
|
9.17K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.44K- 47.31% |
$194K - $252K
|
8.28K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.61K- 21.89% |
$94.3K - $122K
|
12.9K
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-19.6K- 47.88% |
$512K - $665K
|
21.3K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.33K- 23.23% |
$60.9K - $79.1K
|
7.7K
$193K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-338- 71.61% |
$8.83K - $11.5K
|
134
$3.36K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13New |
$340 - $441
|
13
$326
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-51.8K- 79.77% |
$1.35M - $1.76M
|
13.1K
$329K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-27- 0.31% |
$706 - $916
|
8.56K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.46K+ 4.43% |
$116K - $151K
|
105K
$2.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.84K- 15.82% |
$205K - $266K
|
41.7K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18KNew |
$470K - $611K
|
18K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
20.9KNew |
$545K - $708K
|
20.9K
$523K
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
35.7K+ 7.69% |
$932K - $1.21M
|
500K
$12.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-875- 11.01% |
$22.9K - $29.7K
|
7.07K
$177K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-4.86K- 35.88% |
$127K - $165K
|
8.68K
$218K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
928+ 14.64% |
$24.2K - $31.5K
|
7.27K
$182K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
24.9KNew |
$651K - $845K
|
24.9K
$624K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
800New |
$20.9K - $27.2K
|
800
$20.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-8.18K- 52.3% |
$214K - $278K
|
7.46K
$187K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-691- 7.99% |
$18.1K - $23.5K
|
7.96K
$200K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
236+ 2.98% |
$6.17K - $8.01K
|
8.17K
$205K
|
|
|
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
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.74K- 28.08% |
$228K - $297K
|
22.4K
$561K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-539- 6.05% |
$14.1K - $18.3K
|
8.36K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-9.98K- 57.5% |
$261K - $339K
|
7.38K
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8.87K- 55.0% |
$232K - $301K
|
7.26K
$182K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-403- 4.89% |
$10.5K - $13.7K
|
7.83K
$196K
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
61.6KNew |
$1.61M - $2.09M
|
61.6K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-152- 6.69% |
$3.97K - $5.16K
|
2.12K
$53.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.88K- 36.9% |
$127K - $165K
|
8.34K
$209K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-45.4K- 45.87% |
$1.19M - $1.54M
|
53.5K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.18K- 3.67% |
$240K - $312K
|
241K
$6.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
23+ 0.31% |
$601 - $781
|
7.41K
$186K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
589+ 1.84% |
$15.4K - $20K
|
32.6K
$818K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-45.2K- 62.5% |
$1.45M - $1.7M
|
27.1K
$680K
|
|
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.22K+ 4.97% |
$39.1K - $45.6K
|
25.7K
$644K
|
|
|
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
$22.4M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.01KNew |
$129K - $150K
|
4.01K
$101K
|
|