Purchases and Sales Made in Q1 2024 in Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
60+ 6.22% |
$7.43K - $8.53K
|
1.02K
$140K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
57+ 4.57% |
$7.06K - $8.1K
|
1.3K
$179K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
56+ 1.1% |
$6.93K - $7.96K
|
5.16K
$707K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55+ 2.22% |
$6.81K - $7.82K
|
2.54K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
50+ 3.44% |
$6.19K - $7.11K
|
1.51K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50+ 1.16% |
$6.19K - $7.11K
|
4.34K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50+ 3.08% |
$6.19K - $7.11K
|
1.67K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$6.19K - $7.11K
|
50
$6.85K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
47+ 16.32% |
$5.82K - $6.68K
|
335
$45.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
46+ 1.32% |
$5.69K - $6.54K
|
3.54K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 1.49% |
$5.69K - $6.54K
|
3.13K
$429K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
45New |
$5.57K - $6.39K
|
45
$6.17K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 78.95% |
$5.57K - $6.39K
|
102
$14K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
43+ 2150.0% |
$5.32K - $6.11K
|
45
$6.17K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 4.12% |
$4.95K - $5.68K
|
1.01K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
39+ 5.42% |
$4.83K - $5.54K
|
759
$104K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
38+ 0.42% |
$4.7K - $5.4K
|
9.02K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
38+ 10.86% |
$4.7K - $5.4K
|
388
$53.2K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
35+ 24.48% |
$4.33K - $4.97K
|
178
$24.4K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
35+ 1.54% |
$4.33K - $4.97K
|
2.32K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35+ 700.0% |
$4.33K - $4.97K
|
40
$5.48K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
34+ 22.82% |
$4.21K - $4.83K
|
183
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
34+ 1.91% |
$4.21K - $4.83K
|
1.81K
$248K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
31+ 1.84% |
$3.84K - $4.41K
|
1.71K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$3.71K - $4.26K
|
30
$4.11K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
29+ 1.1% |
$3.59K - $4.12K
|
2.66K
$365K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 2.78% |
$3.47K - $3.98K
|
1.04K
$142K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23+ 1.39% |
$2.85K - $3.27K
|
1.68K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23+ 8.98% |
$2.85K - $3.27K
|
279
$38.2K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 62.86% |
$2.72K - $3.13K
|
57
$7.81K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 100.0% |
$2.72K - $3.13K
|
44
$6.03K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20New |
$2.48K - $2.84K
|
20
$2.74K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
20+ 0.45% |
$2.48K - $2.84K
|
4.45K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 1.03% |
$2.35K - $2.7K
|
1.86K
$254K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 1.9% |
$2.35K - $2.7K
|
1.02K
$140K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
16New |
$1.98K - $2.27K
|
16
$2.19K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
16+ 0.14% |
$1.98K - $2.27K
|
11.5K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16New |
$1.98K - $2.27K
|
16
$2.19K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 6.1% |
$1.86K - $2.13K
|
261
$35.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$1.49K - $1.71K
|
5.21K
$714K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$1.49K - $1.71K
|
2.31K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
11New |
$1.36K - $1.56K
|
11
$1.51K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 90.91% |
$1.24K - $1.42K
|
21
$2.88K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 4.07% |
$1.24K - $1.42K
|
256
$35.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 12.33% |
$1.11K - $1.28K
|
82
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 11.27% |
$990 - $1.14K
|
79
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.34% |
$866 - $995
|
2.05K
$280K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$866 - $995
|
7
$960
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 6.32% |
$743 - $853
|
101
$13.8K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.24% |
$495 - $568
|
1.7K
$233K
|