Latest Institutional Transactions on Comfort Systems Usa Inc (FIX)
This table provides information on the latest institutional transactions involving Comfort Systems Usa Inc (FIX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-128- 11.3% |
$25.1K - $41.4K
|
1.01K
$350K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
4New |
$784 - $1.29K
|
4
$1.39K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.1KNew |
$216K - $356K
|
1.1K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
790New |
$155K - $255K
|
790
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
57New |
$11.2K - $18.4K
|
57
$19.8K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
16New |
$3.13K - $5.17K
|
16
$5.57K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
784New |
$154K - $253K
|
784
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.5KNew |
$294K - $485K
|
1.5K
$522K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
138New |
$27K - $44.6K
|
138
$48K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15New |
$2.94K - $4.85K
|
15
$5.22K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.29KNew |
$197K - $270K
|
1.29K
$450K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
55New |
$8.37K - $11.5K
|
55
$19.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$167K - $230K
|
1.1K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
7.5KNew |
$1.14M - $1.57M
|
7.5K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-115- 9.5% |
$17.5K - $24.1K
|
1.1K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
16.2K+ 10.89% |
$2.46M - $3.39M
|
165K
$57.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
64+ 3.73% |
$9.74K - $13.4K
|
1.78K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
1KNew |
$152K - $209K
|
1K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.7K+ 23.77% |
$411K - $566K
|
14.1K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
10KNew |
$1.52M - $2.09M
|
10K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
27New |
$4.11K - $5.65K
|
27
$9.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3KNew |
$456K - $628K
|
3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.41KNew |
$518K - $713K
|
3.41K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-181K- 54.39% |
$27.6M - $37.9M
|
152K
$52.9M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.19K- 22.75% |
$181K - $249K
|
4.04K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-6.27K- 24.39% |
$954K - $1.31M
|
19.4K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.41KNew |
$367K - $505K
|
2.41K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$183K - $251K
|
1.2K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50New |
$7.61K - $10.5K
|
50
$17.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16New |
$2.43K - $3.35K
|
16
$5.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.68KNew |
$408K - $561K
|
2.68K
$932K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.63K- 82.49% |
$856K - $1.18M
|
1.2K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
349New |
$53.1K - $73K
|
349
$121K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$12.3K - $16.9K
|
81
$28.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.08KNew |
$165K - $227K
|
1.08K
$377K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
72New |
$11K - $15.1K
|
72
$25.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-58- 10.55% |
$8.82K - $12.1K
|
492
$171K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
118+ 6.69% |
$18K - $24.7K
|
1.88K
$654K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75New |
$11.4K - $15.7K
|
75
$26.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16New |
$2.43K - $3.35K
|
16
$5.57K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-28.5K- 21.91% |
$4.33M - $5.95M
|
101K
$35.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
200+ 8.7% |
$30.4K - $41.8K
|
2.5K
$870K
|
|
| Q3 2023 | |||||||
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.19KNew |
$189K - $224K
|
1.19K
$413K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
349New |
$55.8K - $65.8K
|
349
$121K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5- 26.32% |
$799 - $943
|
14
$4.87K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-19.3K- 30.36% |
$3.08M - $3.64M
|
44.2K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29New |
$4.63K - $5.47K
|
29
$10.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 820.0% |
$6.55K - $7.73K
|
46
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
72New |
$11.5K - $13.6K
|
72
$25.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
947+ 32.35% |
$151K - $179K
|
3.87K
$1.35M
|
|