Latest Institutional Transactions on Quest Diagnostics Inc (DGX)
This table provides information on the latest institutional transactions involving Quest Diagnostics Inc (DGX) 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
35+ 24.48% |
$4.33K - $4.97K
|
178
$24.4K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.27K- 15.19% |
$157K - $180K
|
7.08K
$970K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16New |
$1.98K - $2.27K
|
16
$2.19K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-22- 36.07% |
$2.72K - $3.13K
|
39
$5.35K
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
38+ 0.42% |
$4.7K - $5.4K
|
9.02K
$1.24M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
38+ 10.86% |
$4.7K - $5.4K
|
388
$53.2K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-50- 1.22% |
$6.19K - $7.11K
|
4.05K
$555K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3- 0.19% |
$371 - $426
|
1.57K
$216K
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
400New |
$49.5K - $56.8K
|
400
$54.8K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$24.8K - $28.4K
|
200
$27.4K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16KNew |
$1.97M - $2.27M
|
16K
$2.19M
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$6.19K - $7.11K
|
50
$6.85K
|
|
May 06, 2024
Q1 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
79.2K+ 13.14% |
$9.8M - $11.2M
|
682K
$93.4M
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
230New |
$28.5K - $32.7K
|
230
$31.5K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.38K- 82.35% |
$913K - $1.05M
|
1.58K
$217K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15KNew |
$266K - $305K
|
2.15K
$294K
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-14.6K- 46.06% |
$1.81M - $2.08M
|
17.1K
$2.35M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
74+ 4.3% |
$9.16K - $10.5K
|
1.8K
$246K
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2.2K- 34.21% |
$272K - $313K
|
4.23K
$580K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
379New |
$46.9K - $53.9K
|
379
$52K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-276- 96.5% |
$34.2K - $39.2K
|
10
$1.37K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$495 - $568
|
4
$548
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
45New |
$5.57K - $6.39K
|
45
$6.17K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-93- 13.29% |
$11.5K - $13.2K
|
607
$83.2K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20New |
$2.48K - $2.84K
|
20
$2.74K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
14.1KNew |
$1.75M - $2.01M
|
14.1K
$1.94M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.14K- 87.89% |
$141K - $162K
|
157
$21.5K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-11- 78.57% |
$1.36K - $1.56K
|
3
$411
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-80- 4.59% |
$9.9K - $11.4K
|
1.66K
$228K
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.82% |
$11.6K - $13.4K
|
5.06K
$694K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
100New |
$12.4K - $14.2K
|
100
$13.7K
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-2.4K- 88.9% |
$297K - $341K
|
300
$41.1K
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-250- 8.5% |
$30.9K - $35.5K
|
2.69K
$369K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 78.95% |
$5.57K - $6.39K
|
102
$14K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
145New |
$17.9K - $20.6K
|
145
$19.9K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2- 2.7% |
$248 - $284
|
72
$9.87K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.53% |
$12.9K - $14.8K
|
3.05K
$418K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.17K- 7.88% |
$392K - $450K
|
37.1K
$5.08M
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.84KNew |
$228K - $261K
|
1.84K
$252K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
248New |
$30.7K - $35.2K
|
248
$34K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30K+ 117.98% |
$3.71M - $4.26M
|
55.3K
$7.59M
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
BUY
|
- |
4.51KNew |
$558K - $640K
|
4.51K
$618K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
16New |
$1.98K - $2.27K
|
16
$2.19K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 9.92% |
$12.4K - $14.2K
|
908
$124K
|
|
Q4 2023 | |||||||
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-58Closed |
$7K - $8.18K
|
0
$0
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.89KNew |
$227K - $266K
|
1.89K
$259K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$241 - $282
|
2
$274
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
37New |
$4.46K - $5.22K
|
37
$5.07K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
226New |
$27.3K - $31.9K
|
226
$31K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
66New |
$7.96K - $9.31K
|
66
$9.05K
|