Purchases and Sales Made in Q3 2023 in Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.11% |
$244 - $290
|
1.76K
$241K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.15% |
$122 - $145
|
665
$91.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $145
|
3.8K
$521K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$122 - $145
|
3.13K
$430K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$122 - $145
|
4
$548
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 20.0% |
$122 - $145
|
4
$548
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 2.0% |
$244 - $290
|
98
$13.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2- 0.83% |
$244 - $290
|
239
$32.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 5.56% |
$244 - $290
|
34
$4.66K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 66.67% |
$487 - $580
|
2
$274
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-4- 0.22% |
$487 - $580
|
1.79K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 21.74% |
$609 - $725
|
18
$2.47K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 1.02% |
$731 - $870
|
583
$79.9K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-6- 0.44% |
$731 - $870
|
1.35K
$185K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 7.87% |
$853 - $1.01K
|
82
$11.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 13.11% |
$975 - $1.16K
|
53
$7.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 11.76% |
$975 - $1.16K
|
60
$8.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-8- 0.17% |
$975 - $1.16K
|
4.65K
$637K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.27% |
$1.22K - $1.45K
|
3.73K
$511K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-12- 13.79% |
$1.46K - $1.74K
|
75
$10.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.8% |
$1.58K - $1.88K
|
1.61K
$221K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 24.14% |
$1.71K - $2.03K
|
44
$6.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14- 3.85% |
$1.71K - $2.03K
|
350
$48K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15- 0.15% |
$1.83K - $2.17K
|
10.2K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 7.76% |
$2.07K - $2.46K
|
202
$27.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 4.52% |
$2.19K - $2.61K
|
380
$52.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-21- 1.05% |
$2.56K - $3.04K
|
1.97K
$271K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 26.97% |
$2.92K - $3.48K
|
65
$8.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-25- 0.76% |
$3.05K - $3.62K
|
3.26K
$446K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25- 9.4% |
$3.05K - $3.62K
|
241
$33K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-28- 0.82% |
$3.41K - $4.06K
|
3.37K
$463K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 2.13% |
$3.78K - $4.49K
|
1.42K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-32- 1.81% |
$3.9K - $4.64K
|
1.74K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-37- 1.81% |
$4.51K - $5.36K
|
2.01K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-41- 0.37% |
$5K - $5.94K
|
11.1K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-43- 18.53% |
$5.24K - $6.23K
|
189
$25.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-45- 19.31% |
$5.48K - $6.52K
|
188
$25.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-45- 1.24% |
$5.48K - $6.52K
|
3.58K
$491K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 40.68% |
$5.85K - $6.96K
|
70
$9.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 40.68% |
$5.85K - $6.96K
|
70
$9.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-50- 10.37% |
$6.09K - $7.25K
|
432
$59.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 0.96% |
$6.09K - $7.25K
|
5.15K
$706K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-50- 0.33% |
$6.09K - $7.25K
|
15.3K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-50- 2.84% |
$6.09K - $7.25K
|
1.71K
$235K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 2.54% |
$6.09K - $7.25K
|
1.92K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 16.35% |
$6.21K - $7.39K
|
261
$35.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 3.13% |
$7.31K - $8.7K
|
1.86K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-63- 0.36% |
$7.68K - $9.13K
|
17.6K
$2.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-65- 3.57% |
$7.92K - $9.42K
|
1.76K
$241K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-67- 2.16% |
$8.16K - $9.71K
|
3.04K
$417K
|