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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.55K- 20.64% |
$128K - $148K
|
13.7K
$342K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
7.02KNew |
$253K - $293K
|
7.02K
$176K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.74KNew |
$207K - $240K
|
5.74K
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
CALL |
7KNew |
$253K - $293K
|
7K
$176K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
843+ 1.91% |
$30.4K - $35.2K
|
44.9K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.46K+ 6.5% |
$161K - $187K
|
73.1K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.8K+ 3.39% |
$65.1K - $75.3K
|
54.9K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.5K- 3.4% |
$669K - $773K
|
525K
$13.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-2.9K- 4.4% |
$105K - $121K
|
63K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-25- 0.27% |
$903 - $1.04K
|
9.09K
$228K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.56K- 34.72% |
$129K - $149K
|
6.69K
$168K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.83K+ 107.02% |
$66.1K - $76.5K
|
3.54K
$88.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1+ 0.02% |
$36.1 - $41.8
|
5.54K
$139K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
5.88KNew |
$212K - $246K
|
5.88K
$147K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.5K- 14.72% |
$54.2K - $62.7K
|
8.69K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-375- 6.3% |
$13.5K - $15.7K
|
5.57K
$140K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.61K - $4.18K
|
100
$2.51K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-371- 4.35% |
$13.4K - $15.5K
|
8.16K
$205K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
257+ 5.51% |
$9.28K - $10.7K
|
4.92K
$123K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
245KNew |
$8.84M - $10.2M
|
245K
$6.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-775- 8.82% |
$28K - $32.4K
|
8.01K
$201K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
24.9KNew |
$899K - $1.04M
|
24.9K
$625K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.1KNew |
$256K - $297K
|
7.1K
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-32.1K- 65.58% |
$1.16M - $1.34M
|
16.9K
$423K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
25+ 0.65% |
$903 - $1.04K
|
3.88K
$97.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.3KNew |
$264K - $305K
|
7.3K
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-152- 2.67% |
$5.49K - $6.35K
|
5.55K
$139K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.24K+ 0.99% |
$44.9K - $51.9K
|
127K
$3.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
21.4K+ 43.65% |
$774K - $895K
|
70.5K
$1.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
14.6KNew |
$526K - $609K
|
14.6K
$366K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.86KNew |
$248K - $287K
|
6.86K
$172K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-264- 3.51% |
$9.54K - $11K
|
7.26K
$182K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-351- 0.53% |
$12.7K - $14.7K
|
66K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
12+ 0.21% |
$433 - $501
|
5.78K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$557K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-836- 3.91% |
$30.2K - $34.9K
|
20.5K
$515K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
514+ 2.37% |
$18.6K - $21.5K
|
22.2K
$557K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.3KNew |
$47K - $54.3K
|
1.3K
$32.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.8KNew |
$209K - $242K
|
5.8K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-16.7K- 31.27% |
$605K - $700K
|
36.8K
$923K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85+ 1.18% |
$3.07K - $3.55K
|
7.29K
$183K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$361 - $418
|
6.79K
$170K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-52- 0.66% |
$1.88K - $2.17K
|
7.87K
$197K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.01K- 24.58% |
$72.5K - $83.9K
|
6.16K
$154K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 1.04% |
$361 - $418
|
968
$24.3K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-38- 5.96% |
$1.37K - $1.59K
|
600
$15K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-31K- 96.77% |
$1.12M - $1.3M
|
1.03K
$25.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-800- 11.86% |
$28.9K - $33.4K
|
5.95K
$149K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5.84K- 26.94% |
$211K - $244K
|
15.8K
$397K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-300- 4.09% |
$10.8K - $12.5K
|
7.04K
$176K
|
|