Purchases and Sales Made in Q2 2023 in Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX) during Q2 2023. The information is specifically focused on institutions that hold shares of QUEST DIAGNOSTICS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
155+ 10.74% |
$20.2K - $22.8K
|
1.6K
$219K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
146+ 1.01% |
$19.1K - $21.4K
|
14.5K
$1.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
139New |
$18.1K - $20.4K
|
139
$19.1K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
138+ 1.67% |
$18K - $20.3K
|
8.39K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
130+ 4.31% |
$17K - $19.1K
|
3.15K
$431K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
121+ 1.98% |
$15.8K - $17.8K
|
6.24K
$856K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
118+ 2.43% |
$15.4K - $17.3K
|
4.97K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
116+ 0.54% |
$15.1K - $17K
|
21.5K
$2.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
115+ 0.57% |
$15K - $16.9K
|
20.4K
$2.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$14.2K - $16K
|
109
$14.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
107+ 5.73% |
$14K - $15.7K
|
1.97K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 1.89% |
$13.1K - $14.7K
|
5.4K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
93+ 2.1% |
$12.1K - $13.7K
|
4.53K
$620K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
89+ 1.44% |
$11.6K - $13.1K
|
6.27K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
85+ 0.2% |
$11.1K - $12.5K
|
41.7K
$5.71M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
82+ 2.22% |
$10.7K - $12K
|
3.78K
$519K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
80+ 73.39% |
$10.4K - $11.7K
|
189
$25.9K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77+ 334.78% |
$10.1K - $11.3K
|
100
$13.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
75+ 1.81% |
$9.79K - $11K
|
4.22K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
71+ 1.8% |
$9.27K - $10.4K
|
4.02K
$551K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
63+ 2.8% |
$8.23K - $9.25K
|
2.31K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
62+ 3.64% |
$8.09K - $9.1K
|
1.77K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
60New |
$7.83K - $8.81K
|
60
$8.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59+ 3.04% |
$7.7K - $8.66K
|
2K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
56+ 0.36% |
$7.31K - $8.22K
|
15.8K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
52New |
$6.79K - $7.64K
|
52
$7.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50New |
$6.53K - $7.34K
|
50
$6.85K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
49+ 0.38% |
$6.4K - $7.2K
|
12.9K
$1.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
48+ 20.0% |
$6.27K - $7.05K
|
288
$39.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
47+ 2.16% |
$6.14K - $6.9K
|
2.22K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 1.32% |
$6.01K - $6.75K
|
3.53K
$484K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 16.42% |
$5.74K - $6.46K
|
312
$42.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42+ 1.48% |
$5.48K - $6.17K
|
2.88K
$394K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
41New |
$5.35K - $6.02K
|
41
$5.62K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
39+ 0.79% |
$5.09K - $5.73K
|
4.99K
$684K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
38+ 1.24% |
$4.96K - $5.58K
|
3.11K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35New |
$4.57K - $5.14K
|
35
$4.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
34+ 0.14% |
$4.44K - $4.99K
|
24.3K
$3.33M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
33+ 1.04% |
$4.31K - $4.85K
|
3.21K
$441K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 1.77% |
$4.18K - $4.7K
|
1.84K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
30+ 1.55% |
$3.92K - $4.41K
|
1.97K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
29+ 0.29% |
$3.79K - $4.26K
|
10.2K
$1.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29+ 1.5% |
$3.79K - $4.26K
|
1.97K
$269K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 36.92% |
$3.13K - $3.52K
|
89
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 17.02% |
$3.13K - $3.52K
|
165
$22.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
23+ 0.35% |
$3K - $3.38K
|
6.63K
$909K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
21+ 1.49% |
$2.74K - $3.08K
|
1.43K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21+ 1.01% |
$2.74K - $3.08K
|
2.09K
$287K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 19.19% |
$2.48K - $2.79K
|
118
$16.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 19.19% |
$2.48K - $2.79K
|
118
$16.2K
|