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 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.01KNew |
$129K - $150K
|
4.01K
$101K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.1KClosed |
$196K - $229K
|
0
$0
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
13.4KNew |
$431K - $504K
|
13.4K
$337K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
317+ 4.56% |
$10.2K - $11.9K
|
7.26K
$182K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-148K- 95.78% |
$4.76M - $5.56M
|
6.53K
$164K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1K- 13.96% |
$32.1K - $37.5K
|
6.17K
$155K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.49KNew |
$240K - $281K
|
7.49K
$188K
|
|
|
Nov 15, 2023
Q3 2023
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
52.8KNew |
$1.7M - $1.98M
|
52.8K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 59.89% |
$596K - $696K
|
12.4K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-600- 3.16% |
$19.3K - $22.5K
|
18.4K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.4K+ 34.31% |
$77K - $90K
|
9.4K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.08KNew |
$195K - $228K
|
6.08K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6K- 31.24% |
$192K - $225K
|
13.2K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-792- 1.15% |
$25.4K - $29.7K
|
67.9K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10.6K+ 36.23% |
$341K - $399K
|
40K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
63KNew |
$2.02M - $2.36M
|
63K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-235- 3.41% |
$7.54K - $8.81K
|
6.66K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-278K- 37.32% |
$8.93M - $10.4M
|
467K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 9.87% |
$233K - $272K
|
80.7K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
100New |
$3.21K - $3.75K
|
100
$2.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Sio Capital Management, LLC
New York, NY |
BUY
|
- |
451KNew |
$14.5M - $16.9M
|
451K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
954KNew |
$30.6M - $35.8M
|
954K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.91K+ 2.21% |
$61.2K - $71.5K
|
88.1K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
68KNew |
$2.18M - $2.55M
|
68K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.4K- 44.91% |
$173K - $203K
|
6.62K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
21KNew |
$674K - $788K
|
21K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Tig Advisors, LLC
New York, NY |
BUY
|
- |
183KNew |
$5.89M - $6.88M
|
183K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.92K- 7.83% |
$126K - $147K
|
46.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
68KNew |
$2.18M - $2.55M
|
68K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.4K- 2.83% |
$396K - $463K
|
424K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.3K- 25.63% |
$73.8K - $86.3K
|
6.68K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-592- 5.12% |
$19K - $22.2K
|
11K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Factorial Partners, LLC
|
SELL
|
- |
-11K- 20.3% |
$353K - $413K
|
43.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
27+ 0.4% |
$866 - $1.01K
|
6.79K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
307+ 4.86% |
$9.85K - $11.5K
|
6.63K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-1.84M- 45.08% |
$59.1M - $69.1M
|
2.24M
$56.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-200- 0.74% |
$6.42K - $7.5K
|
26.7K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
127+ 0.1% |
$4.08K - $4.76K
|
132K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9.17K- 32.17% |
$294K - $344K
|
19.3K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.45K- 34.37% |
$46.7K - $54.5K
|
2.78K
$69.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
21.4K+ 8.82% |
$687K - $802K
|
264K
$6.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.75K+ 17.84% |
$56.2K - $65.7K
|
11.6K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.7K+ 20.38% |
$86.6K - $101K
|
15.9K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-60- 0.51% |
$1.93K - $2.25K
|
11.7K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-44.9K- 3.11% |
$1.44M - $1.68M
|
1.4M
$35.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-400- 5.02% |
$12.8K - $15K
|
7.57K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
64+ 0.81% |
$2.05K - $2.4K
|
8K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9K+ 17.59% |
$289K - $338K
|
60.2K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-6.54K- 46.76% |
$210K - $245K
|
7.44K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
809+ 9.18% |
$26K - $30.3K
|
9.62K
$241K
|
|