Purchases and Sales Made in Q2 2023 in Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 27.78% |
$653 - $734
|
13
$1.78K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.24% |
$653 - $734
|
398
$54.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 33.33% |
$653 - $734
|
10
$1.37K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$783 - $881
|
2.75K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7- 0.29% |
$914 - $1.03K
|
2.41K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 0.53% |
$1.04K - $1.17K
|
1.49K
$204K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$1.31K - $1.47K
|
4K
$548K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.59% |
$1.31K - $1.47K
|
1.69K
$232K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-10- 1.67% |
$1.31K - $1.47K
|
590
$80.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12- 18.46% |
$1.57K - $1.76K
|
53
$7.27K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 13.0% |
$1.7K - $1.91K
|
87
$11.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-16- 0.83% |
$2.09K - $2.35K
|
1.9K
$261K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-17- 0.83% |
$2.22K - $2.5K
|
2.03K
$278K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17- 50.0% |
$2.22K - $2.5K
|
17
$2.33K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-20- 0.12% |
$2.61K - $2.94K
|
16.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-20- 9.57% |
$2.61K - $2.94K
|
189
$25.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-23- 0.47% |
$3K - $3.38K
|
4.84K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-24- 24.0% |
$3.13K - $3.52K
|
76
$10.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-25- 2.01% |
$3.26K - $3.67K
|
1.22K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 0.48% |
$3.26K - $3.67K
|
5.2K
$713K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-28- 2.62% |
$3.66K - $4.11K
|
1.04K
$143K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-30- 1.69% |
$3.92K - $4.41K
|
1.74K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 32.97% |
$3.92K - $4.41K
|
61
$8.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 1.23% |
$4.57K - $5.14K
|
2.81K
$385K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 6.65% |
$4.7K - $5.29K
|
505
$69.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-36- 87.8% |
$4.7K - $5.29K
|
5
$685
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 6.65% |
$4.7K - $5.29K
|
505
$69.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-37- 0.18% |
$4.83K - $5.43K
|
21K
$2.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-42- 2.67% |
$5.48K - $6.17K
|
1.53K
$210K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44- 3.95% |
$5.74K - $6.46K
|
1.07K
$147K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-44- 14.19% |
$5.74K - $6.46K
|
266
$36.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-45- 0.4% |
$5.88K - $6.61K
|
11.1K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 4.81% |
$5.88K - $6.61K
|
891
$122K
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-48- 2.68% |
$6.27K - $7.05K
|
1.74K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-49- 0.34% |
$6.4K - $7.2K
|
14.2K
$1.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-50- 2.05% |
$6.53K - $7.34K
|
2.39K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-50- 1.11% |
$6.53K - $7.34K
|
4.45K
$610K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-50- 3.04% |
$6.53K - $7.34K
|
1.6K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.29% |
$6.53K - $7.34K
|
2.13K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 3.57% |
$6.79K - $7.64K
|
1.4K
$192K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-54- 3.63% |
$7.05K - $7.93K
|
1.43K
$196K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-60- 3.64% |
$7.83K - $8.81K
|
1.59K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 1.11% |
$7.83K - $8.81K
|
5.34K
$731K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.29% |
$7.83K - $8.81K
|
2.56K
$351K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-65- 0.09% |
$8.49K - $9.54K
|
69.7K
$9.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-67- 8.56% |
$8.75K - $9.84K
|
716
$98.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-70- 32.26% |
$9.14K - $10.3K
|
147
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-70- 3.9% |
$9.14K - $10.3K
|
1.73K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80- 3.19% |
$10.4K - $11.7K
|
2.43K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-84- 1.69% |
$11K - $12.3K
|
4.88K
$669K
|