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 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
32+ 0.37% |
$3.86K - $4.52K
|
8.67K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 1.52% |
$3.74K - $4.37K
|
2.08K
$285K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
30New |
$3.62K - $4.23K
|
30
$4.11K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$3.62K - $4.23K
|
30
$4.11K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
29+ 90.63% |
$3.5K - $4.09K
|
61
$8.36K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
28New |
$3.38K - $3.95K
|
28
$3.84K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27New |
$3.26K - $3.81K
|
27
$3.7K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 49.06% |
$3.14K - $3.67K
|
79
$10.8K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 35.71% |
$3.02K - $3.53K
|
95
$13K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25+ 0.14% |
$3.02K - $3.53K
|
17.6K
$2.42M
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 35.71% |
$3.02K - $3.53K
|
95
$13K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
25+ 1.85% |
$3.02K - $3.53K
|
1.38K
$189K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25+ 69.44% |
$3.02K - $3.53K
|
61
$8.36K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
24+ 0.1% |
$2.89K - $3.39K
|
23.2K
$3.18M
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 109.09% |
$2.89K - $3.39K
|
46
$6.31K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
23+ 1.31% |
$2.77K - $3.25K
|
1.79K
$245K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22New |
$2.65K - $3.1K
|
22
$3.02K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 2.86% |
$2.65K - $3.1K
|
791
$108K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 0.68% |
$2.53K - $2.96K
|
3.13K
$429K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
19+ 28.36% |
$2.29K - $2.68K
|
86
$11.8K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
18New |
$2.17K - $2.54K
|
18
$2.47K
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
17+ 0.2% |
$2.05K - $2.4K
|
8.68K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.45% |
$1.93K - $2.26K
|
3.56K
$488K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16+ 27.59% |
$1.93K - $2.26K
|
74
$10.1K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.56% |
$1.81K - $2.12K
|
2.68K
$368K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15+ 0.74% |
$1.81K - $2.12K
|
2.04K
$280K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$1.81K - $2.12K
|
15
$2.06K
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
14+ 0.61% |
$1.69K - $1.98K
|
2.3K
$315K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 17.33% |
$1.57K - $1.83K
|
88
$12.1K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$1.45K - $1.69K
|
3.81K
$522K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 12.24% |
$1.45K - $1.69K
|
110
$15.1K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.75% |
$1.45K - $1.69K
|
1.62K
$222K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12New |
$1.45K - $1.69K
|
12
$1.65K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 2.01% |
$1.33K - $1.55K
|
559
$76.6K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$1.33K - $1.55K
|
11
$1.51K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 22.73% |
$1.21K - $1.41K
|
54
$7.4K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.35% |
$1.21K - $1.41K
|
2.85K
$390K
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
9+ 6.72% |
$1.09K - $1.27K
|
143
$19.6K
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$965 - $1.13K
|
3.38K
$464K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$844 - $988
|
7
$960
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 2.07% |
$603 - $706
|
246
$33.7K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$603 - $706
|
5
$685
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5+ 0.23% |
$603 - $706
|
2.2K
$302K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.65% |
$603 - $706
|
194
$26.6K
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4+ 0.0% |
$482 - $564
|
186K
$25.5M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.1% |
$482 - $564
|
4.08K
$559K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 5.97% |
$482 - $564
|
71
$9.73K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$482 - $564
|
2.65K
$363K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.15% |
$362 - $423
|
264
$36.2K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3New |
$362 - $423
|
3
$411
|