Purchases and Sales Made in Q1 2023 in Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25+ 1.52% |
$3.29K - $3.89K
|
1.67K
$228K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23New |
$3.03K - $3.58K
|
23
$3.15K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
21+ 0.14% |
$2.76K - $3.27K
|
14.8K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19+ 0.84% |
$2.5K - $2.96K
|
2.27K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
18+ 0.47% |
$2.37K - $2.8K
|
3.89K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17+ 0.04% |
$2.24K - $2.65K
|
44.8K
$6.14M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
17+ 0.54% |
$2.24K - $2.65K
|
3.18K
$436K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
15+ 0.17% |
$1.97K - $2.34K
|
8.59K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 0.23% |
$1.97K - $2.34K
|
6.65K
$912K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13New |
$1.71K - $2.02K
|
13
$1.78K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 16.67% |
$1.71K - $2.02K
|
91
$12.5K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 3.82% |
$1.58K - $1.87K
|
326
$44.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.82% |
$1.58K - $1.87K
|
1.47K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 36.67% |
$1.45K - $1.71K
|
41
$5.62K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11New |
$1.45K - $1.71K
|
11
$1.51K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 1.04% |
$1.45K - $1.71K
|
1.07K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11+ 0.46% |
$1.45K - $1.71K
|
2.42K
$332K
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 0.14% |
$1.32K - $1.56K
|
6.99K
$958K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.35% |
$1.32K - $1.56K
|
2.83K
$389K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10+ 0.44% |
$1.32K - $1.56K
|
2.26K
$310K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9New |
$1.18K - $1.4K
|
9
$1.23K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 9.76% |
$1.05K - $1.25K
|
90
$12.3K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 266.67% |
$1.05K - $1.25K
|
11
$1.51K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8+ 2.65% |
$1.05K - $1.25K
|
310
$42.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
8+ 0.26% |
$1.05K - $1.25K
|
3.12K
$428K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7New |
$921 - $1.09K
|
7
$960
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.1% |
$658 - $779
|
5.07K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
4+ 0.28% |
$526 - $623
|
1.44K
$198K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.15% |
$395 - $467
|
2.05K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$395 - $467
|
5.53K
$758K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$395 - $467
|
3
$411
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 4.76% |
$395 - $467
|
66
$9.05K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3+ 0.12% |
$395 - $467
|
2.54K
$348K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$395 - $467
|
2.76K
$378K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$263 - $312
|
2
$274
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.62% |
$263 - $312
|
325
$44.6K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.1% |
$263 - $312
|
1.94K
$265K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 8.0% |
$263 - $312
|
27
$3.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$263 - $312
|
2
$274
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$263 - $312
|
4.51K
$619K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$132 - $156
|
3.8K
$520K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.06% |
$132 - $156
|
1.8K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.6% |
$132 - $156
|
169
$23.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$132 - $156
|
12.9K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$132 - $156
|
1.65K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 7.14% |
$132 - $156
|
15
$2.06K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1- 0.74% |
$132 - $156
|
134
$18.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 7.14% |
$132 - $156
|
13
$1.78K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2- 0.12% |
$263 - $312
|
1.65K
$226K
|