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 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.41K- 37.61% |
$101K - $131K
|
3.99K
$102K
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-570- 0.67% |
$23.8K - $31.1K
|
84K
$2.15M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
40.8K+ 23.0% |
$1.7M - $2.22M
|
218K
$5.57M
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.1% |
$209 - $273
|
4.82K
$123K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
524+ 2.9% |
$21.9K - $28.6K
|
18.6K
$475K
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
4.15KNew |
$173K - $226K
|
4.15K
$106K
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.43K- 4.6% |
$101K - $132K
|
50.4K
$1.29M
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
4.35KNew |
$182K - $237K
|
4.35K
$111K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
461New |
$19.2K - $25.1K
|
461
$11.8K
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-219- 3.6% |
$9.14K - $11.9K
|
5.87K
$150K
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$180K - $235K
|
4.31K
$110K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.53KNew |
$314K - $410K
|
7.53K
$192K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
166+ 0.77% |
$6.93K - $9.05K
|
21.8K
$555K
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.9KNew |
$163K - $213K
|
3.9K
$99.6K
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-7.26K- 0.89% |
$303K - $396K
|
806K
$20.6M
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
194+ 4.19% |
$8.1K - $10.6K
|
4.83K
$123K
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
SELL
|
- |
-428- 3.72% |
$17.9K - $23.3K
|
11.1K
$283K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.21K+ 17.74% |
$50.4K - $65.8K
|
8.02K
$205K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.52K- 0.67% |
$105K - $137K
|
376K
$9.59M
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
200+ 0.76% |
$8.35K - $10.9K
|
26.5K
$678K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.62K+ 3.12% |
$276K - $361K
|
219K
$5.59M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1.5KNew |
$62.6K - $81.8K
|
1.5K
$38.3K
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.84KNew |
$202K - $264K
|
4.84K
$123K
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5.83K- 1.86% |
$243K - $318K
|
308K
$7.85M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
634New |
$26.5K - $34.6K
|
634
$16.2K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
28+ 0.23% |
$1.17K - $1.53K
|
12.4K
$317K
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.98KNew |
$166K - $217K
|
3.98K
$102K
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
10+ 0.19% |
$418 - $545
|
5.18K
$132K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.61KNew |
$109K - $142K
|
2.61K
$66.6K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$132K - $172K
|
3.16K
$80.6K
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
4.27KNew |
$178K - $233K
|
4.27K
$109K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.04KNew |
$43.2K - $56.4K
|
1.04K
$26.4K
|
|
Jan 05, 2023
Q4 2022
|
Sycomore Asset Management
|
BUY
|
- |
44.8K+ 184.22% |
$1.87M - $2.44M
|
69.1K
$1.76M
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.17KNew |
$174K - $227K
|
4.17K
$107K
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.6K- 36.81% |
$109K - $142K
|
4.47K
$114K
|
|
Q3 2022 | |||||||
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.83KClosed |
$167K - $204K
|
0
$0
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-3.9KClosed |
$171K - $209K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
70.3K+ 45.47% |
$3.08M - $3.76M
|
225K
$5.74M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.39K+ 2372.43% |
$192K - $234K
|
4.57K
$117K
|
|
Mar 21, 2023
Q3 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-4.83KClosed |
$211K - $258K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21.8K- 2.42% |
$954K - $1.16M
|
879K
$22.4M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
75.7KNew |
$3.31M - $4.04M
|
75.7K
$1.93M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.71K- 11.27% |
$163K - $198K
|
29.2K
$746K
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 193.04% |
$780K - $953K
|
27.1K
$691K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.87K- 0.8% |
$169K - $206K
|
480K
$12.3M
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-74.8K- 92.81% |
$3.27M - $3.99M
|
5.8K
$148K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-9.6K- 14.29% |
$420K - $513K
|
57.6K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.47K+ 5.16% |
$64.1K - $78.3K
|
29.8K
$762K
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
60K+ 14.97% |
$2.63M - $3.21M
|
461K
$11.8M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.69K+ 16.87% |
$162K - $197K
|
25.6K
$653K
|