Purchases and Sales Made in Q4 2023 in Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.66KNew |
$200K - $234K
|
1.66K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.65KNew |
$199K - $233K
|
1.65K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63KNew |
$197K - $230K
|
1.63K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$196K - $229K
|
1.62K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.61KNew |
$194K - $227K
|
1.61K
$220K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.6KNew |
$193K - $226K
|
1.6K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$181K - $212K
|
1.5K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.48KNew |
$179K - $209K
|
1.48K
$203K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.48K+ 30.96% |
$179K - $209K
|
6.26K
$858K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.48KNew |
$178K - $208K
|
1.48K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.47KNew |
$177K - $208K
|
1.47K
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.46KNew |
$176K - $205K
|
1.46K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 14.42% |
$166K - $194K
|
10.9K
$1.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.24K+ 2.36% |
$150K - $176K
|
54K
$7.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.15K+ 7.61% |
$139K - $162K
|
16.3K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 12.69% |
$129K - $151K
|
9.51K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.06K+ 13.4% |
$128K - $150K
|
8.99K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.04K+ 2.27% |
$125K - $146K
|
46.8K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1K+ 45.0% |
$121K - $141K
|
3.22K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1K+ 19.23% |
$121K - $141K
|
6.2K
$850K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
981+ 10.04% |
$118K - $138K
|
10.7K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
981+ 1509.23% |
$118K - $138K
|
1.05K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
977+ 2.75% |
$118K - $138K
|
36.5K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
970+ 31.61% |
$117K - $137K
|
4.04K
$554K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
950New |
$115K - $134K
|
950
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
915+ 11.32% |
$110K - $129K
|
9K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
913+ 4.05% |
$110K - $129K
|
23.5K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
904+ 32.8% |
$109K - $128K
|
3.66K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
897New |
$108K - $127K
|
897
$123K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
893+ 2.71% |
$108K - $126K
|
33.8K
$4.63M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
878+ 94.51% |
$106K - $124K
|
1.81K
$248K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
860+ 23.45% |
$104K - $121K
|
4.53K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
822+ 30.03% |
$99.1K - $116K
|
3.56K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
817+ 6.21% |
$98.5K - $115K
|
14K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
801+ 3.2% |
$96.6K - $113K
|
25.8K
$3.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
798+ 47.42% |
$96.3K - $113K
|
2.48K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
785+ 21.79% |
$94.7K - $111K
|
4.39K
$602K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
775+ 45.64% |
$93.5K - $109K
|
2.47K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
770+ 2.2% |
$92.9K - $109K
|
35.7K
$4.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
757+ 198.17% |
$91.3K - $107K
|
1.14K
$156K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
727+ 17.56% |
$87.7K - $103K
|
4.87K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
700New |
$84.4K - $98.8K
|
700
$96K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
699+ 13.74% |
$84.3K - $98.6K
|
5.79K
$793K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
685+ 10.46% |
$82.6K - $96.7K
|
7.23K
$991K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
664New |
$80.1K - $93.7K
|
664
$91K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
664+ 7.06% |
$80.1K - $93.7K
|
10.1K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
641+ 15.8% |
$77.3K - $90.5K
|
4.7K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
633+ 2.12% |
$76.4K - $89.3K
|
30.4K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
569+ 32.18% |
$68.6K - $80.3K
|
2.34K
$320K
|