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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-243- 14.2% |
$90.1K - $123K
|
1.47K
$476K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130- 2.91% |
$48.2K - $65.5K
|
4.33K
$1.4M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-712- 29.58% |
$264K - $359K
|
1.7K
$549K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 6.42% |
$22.2K - $30.2K
|
994
$322K
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-301- 17.46% |
$112K - $152K
|
1.42K
$461K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 7.41% |
$741 - $1.01K
|
29
$9.4K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-15- 2.88% |
$5.56K - $7.56K
|
506
$164K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
730+ 22.12% |
$271K - $368K
|
4.03K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.6K- 6.3% |
$965K - $1.31M
|
38.7K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14- 0.34% |
$5.19K - $7.06K
|
4.16K
$1.35M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
86+ 16.76% |
$31.9K - $43.4K
|
599
$194K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
623New |
$231K - $314K
|
623
$202K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.51KNew |
$1.67M - $2.27M
|
4.51K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-91- 6.05% |
$33.7K - $45.9K
|
1.41K
$458K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-76- 0.61% |
$28.2K - $38.3K
|
12.4K
$4.02M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
738New |
$274K - $372K
|
738
$239K
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
191+ 5.77% |
$70.8K - $96.3K
|
3.5K
$1.13M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-34- 47.89% |
$12.6K - $17.1K
|
37
$12K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 1925.0% |
$28.5K - $38.8K
|
81
$26.3K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-184- 9.97% |
$68.2K - $92.8K
|
1.66K
$539K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-263- 23.36% |
$97.5K - $133K
|
863
$280K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$741 - $1.01K
|
2
$648
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.97% |
$19.3K - $26.2K
|
5.33K
$1.73M
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
515New |
$191K - $260K
|
515
$167K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 145.14% |
$387K - $527K
|
1.77K
$572K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.23K- 1.07% |
$1.2M - $1.63M
|
299K
$96.8M
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-369- 16.18% |
$137K - $186K
|
1.91K
$619K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-22.6K- 33.78% |
$8.39M - $11.4M
|
44.4K
$14.4M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7+ 4.07% |
$2.59K - $3.53K
|
179
$58K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-869- 29.2% |
$322K - $438K
|
2.11K
$683K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
68+ 0.66% |
$25.2K - $34.3K
|
10.4K
$3.36M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-31- 3.73% |
$11.5K - $15.6K
|
799
$259K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-512K- 99.76% |
$190M - $258M
|
1.21K
$392K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 20.0% |
$1.48K - $2.02K
|
24
$7.78K
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.42KNew |
$896K - $1.22M
|
2.42K
$783K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.1KNew |
$34.1M - $46.4M
|
92.1K
$29.8M
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
96+ 0.56% |
$35.6K - $48.4K
|
17.3K
$5.61M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 3.7% |
$1.11K - $1.51K
|
78
$25.3K
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
5.23K+ 36.28% |
$1.94M - $2.63M
|
19.6K
$6.36M
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-132- 2.97% |
$48.9K - $66.5K
|
4.32K
$1.4M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.66K+ 266.58% |
$3.21M - $4.37M
|
11.9K
$3.86M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
746New |
$277K - $376K
|
746
$242K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 2.03% |
$4.08K - $5.55K
|
532
$172K
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-296- 14.2% |
$110K - $149K
|
1.79K
$580K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 24.53% |
$19.3K - $26.2K
|
264
$85.6K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-48.2K- 19.91% |
$17.9M - $24.3M
|
194K
$62.9M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-335- 19.34% |
$124K - $169K
|
1.4K
$453K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
31+ 41.33% |
$11.5K - $15.6K
|
106
$34.4K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-478- 2.49% |
$177K - $241K
|
18.7K
$6.07M
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
1.57KNew |
$583K - $793K
|
1.57K
$510K
|