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 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
25.8K+ 113.88% |
$1.08M - $1.41M
|
48.5K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
1+ 0.02% |
$41.8 - $54.5
|
5.89K
$150K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$182K - $237K
|
4.35K
$111K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.16KNew |
$174K - $227K
|
4.16K
$106K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
310+ 6.34% |
$12.9K - $16.9K
|
5.2K
$133K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.06KNew |
$211K - $276K
|
5.06K
$129K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.92KNew |
$164K - $214K
|
3.92K
$100K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
479+ 9.33% |
$20K - $26.1K
|
5.61K
$143K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.9KNew |
$537K - $701K
|
12.9K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-385- 7.85% |
$16.1K - $21K
|
4.52K
$115K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
695New |
$29K - $37.9K
|
695
$17.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$176K - $230K
|
4.22K
$108K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.05KNew |
$169K - $221K
|
4.05K
$103K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-1.34K- 20.27% |
$55.9K - $73K
|
5.27K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 1.89% |
$41.8 - $54.5
|
54
$1.38K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
482+ 2.35% |
$20.1K - $26.3K
|
21K
$535K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.07KNew |
$170K - $222K
|
4.07K
$104K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 1.65% |
$60K - $78.4K
|
85.5K
$2.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.48K- 1.33% |
$61.6K - $80.4K
|
109K
$2.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
4.22KNew |
$176K - $230K
|
4.22K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-568- 11.86% |
$23.7K - $31K
|
4.22K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
414+ 8.56% |
$17.3K - $22.6K
|
5.25K
$134K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.65KNew |
$319K - $417K
|
7.65K
$195K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-74- 1.31% |
$3.09K - $4.03K
|
5.56K
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-300- 6.48% |
$12.5K - $16.4K
|
4.33K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.08KNew |
$170K - $222K
|
4.08K
$104K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
96+ 1.6% |
$4.01K - $5.23K
|
6.11K
$156K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.16KNew |
$174K - $227K
|
4.16K
$106K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3.41K- 2.45% |
$142K - $186K
|
135K
$3.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-15- 0.3% |
$626 - $818
|
5K
$128K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
51+ 0.94% |
$2.13K - $2.78K
|
5.48K
$140K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 3.99% |
$8.35K - $10.9K
|
4.81K
$123K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
11+ 0.18% |
$459 - $600
|
6.11K
$156K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$488K - $637K
|
11.7K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4.5KNew |
$188K - $245K
|
4.5K
$115K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-3.08K- 4.12% |
$128K - $168K
|
71.6K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
4.24KNew |
$177K - $231K
|
4.24K
$108K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-216- 0.12% |
$9.02K - $11.8K
|
179K
$4.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Touchstone Capital, Inc.
|
SELL
|
- |
-75- 1.64% |
$3.13K - $4.09K
|
4.5K
$115K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
4.27KNew |
$178K - $232K
|
4.27K
$109K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4.52KNew |
$189K - $247K
|
4.52K
$115K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.19K+ 113.47% |
$91.4K - $119K
|
4.12K
$105K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-17.7K- 72.26% |
$740K - $966K
|
6.81K
$174K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4.67KNew |
$195K - $254K
|
4.67K
$119K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.97KNew |
$208K - $271K
|
4.97K
$127K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.12K- 0.52% |
$46.6K - $60.8K
|
212K
$5.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-331- 6.06% |
$13.8K - $18K
|
5.13K
$131K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.01KNew |
$168K - $219K
|
4.01K
$102K
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$176K - $230K
|
4.22K
$108K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.18K+ 23.84% |
$49.2K - $64.3K
|
6.12K
$156K
|