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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-6.46K- 57.54% |
$844K - $949K
|
4.77K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7- 0.29% |
$914 - $1.03K
|
2.41K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$392 - $441
|
3
$411
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13New |
$1.7K - $1.91K
|
13
$1.78K
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-48- 2.68% |
$6.27K - $7.05K
|
1.74K
$239K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-26.8K- 92.58% |
$3.5M - $3.94M
|
2.15K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
80+ 73.39% |
$10.4K - $11.7K
|
189
$25.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.75KNew |
$228K - $256K
|
1.75K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
52New |
$6.79K - $7.64K
|
52
$7.13K
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-8.2K- 39.81% |
$1.07M - $1.2M
|
12.4K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-900- 60.0% |
$118K - $132K
|
600
$82.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.1KNew |
$3.02M - $3.39M
|
23.1K
$3.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.78KNew |
$1.28M - $1.44M
|
9.78K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$1.31K - $1.47K
|
4K
$548K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-331- 97.07% |
$43.2K - $48.6K
|
10
$1.37K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
15New |
$1.96K - $2.2K
|
15
$2.06K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.13K- 69.35% |
$669K - $753K
|
2.27K
$311K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44- 3.95% |
$5.74K - $6.46K
|
1.07K
$147K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1.47KNew |
$191K - $215K
|
1.47K
$201K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.29% |
$7.83K - $8.81K
|
2.56K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.35K- 41.38% |
$177K - $199K
|
1.92K
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-100- 23.81% |
$13.1K - $14.7K
|
320
$43.9K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$522 - $587
|
4
$548
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3- 0.12% |
$392 - $441
|
2.54K
$348K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-298- 9.43% |
$38.9K - $43.8K
|
2.86K
$392K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
6.14KNew |
$802K - $902K
|
6.14K
$842K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 27.78% |
$653 - $734
|
13
$1.78K
|
|
| Q1 2023 | |||||||
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
944+ 13485.71% |
$124K - $147K
|
951
$130K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
14.3KNew |
$1.88M - $2.23M
|
14.3K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11KNew |
$1.45M - $1.71M
|
11K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
377+ 25.59% |
$49.6K - $58.7K
|
1.85K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-327- 13.81% |
$43K - $50.9K
|
2.04K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.76KNew |
$231K - $274K
|
1.76K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
500+ 9.09% |
$65.8K - $77.9K
|
6K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-197- 11.87% |
$25.9K - $30.7K
|
1.46K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
389+ 6.89% |
$51.2K - $60.6K
|
6.04K
$828K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
477+ 1.65% |
$62.7K - $74.3K
|
29.3K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
27.4K+ 360.18% |
$3.6M - $4.27M
|
35K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.43KNew |
$188K - $222K
|
1.43K
$195K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.92K+ 145.89% |
$1.04M - $1.23M
|
13.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-103K- 24.24% |
$13.5M - $16M
|
322K
$44.1M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-7.41K- 1.47% |
$974K - $1.15M
|
498K
$68.3M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.3KNew |
$1.09M - $1.29M
|
8.3K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
162New |
$21.3K - $25.2K
|
162
$22.2K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.44KNew |
$190K - $225K
|
1.44K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
744+ 57.76% |
$97.9K - $116K
|
2.03K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.91K+ 103.4% |
$252K - $298K
|
3.77K
$516K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-29- 1.1% |
$3.81K - $4.52K
|
2.61K
$357K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-3.15K- 64.29% |
$414K - $491K
|
1.75K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.1KNew |
$276K - $327K
|
2.1K
$288K
|
|