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 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
17.2K+ 11.45% |
$553K - $647K
|
168K
$4.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
131+ 2.02% |
$4.2K - $4.91K
|
6.63K
$166K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-986- 13.67% |
$31.6K - $37K
|
6.23K
$156K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.82K+ 29.53% |
$58.2K - $68.1K
|
7.96K
$200K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-566- 6.39% |
$18.2K - $21.2K
|
8.29K
$208K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
156+ 2.29% |
$5.01K - $5.85K
|
6.98K
$175K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.91K- 23.69% |
$93.3K - $109K
|
9.37K
$235K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
20.3KNew |
$653K - $763K
|
20.3K
$510K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-452- 1.44% |
$14.5K - $17K
|
30.9K
$775K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.18K- 3.48% |
$37.9K - $44.3K
|
32.8K
$822K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
17.3K+ 49.56% |
$555K - $649K
|
52.2K
$1.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.13KNew |
$36.1K - $42.2K
|
1.13K
$28.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.07KNew |
$227K - $265K
|
7.07K
$177K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.43KNew |
$206K - $241K
|
6.43K
$161K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-237- 0.7% |
$7.61K - $8.89K
|
33.6K
$843K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.18K- 10.95% |
$37.9K - $44.3K
|
9.61K
$241K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
256New |
$8.22K - $9.6K
|
256
$6.42K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
6.05KNew |
$194K - $227K
|
6.05K
$152K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
1.97K+ 27.46% |
$63.1K - $73.8K
|
9.13K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 4.92% |
$43.5K - $50.8K
|
28.9K
$725K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.31K- 17.47% |
$41.9K - $49K
|
6.17K
$155K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-22.4K- 78.52% |
$720K - $841K
|
6.14K
$154K
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
250KNew |
$9.03M - $10.4M
|
250K
$6.27M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
250KNew |
$9.03M - $10.4M
|
250K
$6.27M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
30.7K+ 12.48% |
$1.11M - $1.28M
|
277K
$6.94M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-264K- 58.13% |
$9.53M - $11M
|
190K
$4.76M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-85- 1.33% |
$3.07K - $3.55K
|
6.3K
$158K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.56KNew |
$201K - $232K
|
5.56K
$139K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
138New |
$4.98K - $5.77K
|
138
$3.46K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-363K- 96.81% |
$13.1M - $15.2M
|
11.9K
$299K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6.98KClosed |
$252K - $291K
|
0
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8+ 0.09% |
$289 - $334
|
8.89K
$223K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
27+ 0.33% |
$975 - $1.13K
|
8.15K
$204K
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.08KNew |
$256K - $296K
|
7.08K
$178K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.28K- 8.3% |
$46.3K - $53.5K
|
14.1K
$355K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$107K - $124K
|
2.97K
$74.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
70.1KNew |
$2.53M - $2.93M
|
70.1K
$1.76M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
81+ 0.72% |
$2.93K - $3.38K
|
11.4K
$286K
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-18.5K- 66.67% |
$669K - $774K
|
9.26K
$232K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.07% |
$144 - $167
|
6.03K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.37K+ 23.52% |
$49.5K - $57.3K
|
7.19K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.66K- 4.57% |
$59.8K - $69.2K
|
34.6K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
14.6K+ 73.16% |
$526K - $609K
|
34.5K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-2.5K- 19.69% |
$90.3K - $104K
|
10.2K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
284+ 5.19% |
$10.3K - $11.9K
|
5.75K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.08K- 15.51% |
$39.2K - $45.3K
|
5.9K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-9.75K- 5.81% |
$352K - $407K
|
158K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
50KNew |
$1.81M - $2.09M
|
50K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
364+ 6.93% |
$13.1K - $15.2K
|
5.62K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
BUY
|
- |
24+ 0.25% |
$867 - $1K
|
9.78K
$245K
|
|