Purchases and Sales Made in Q1 2023 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q1 2023. The information is specifically focused on institutions that hold shares of COMFORT SYSTEMS USA INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.86KNew |
$208K - $281K
|
1.86K
$814K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.84KNew |
$206K - $278K
|
1.84K
$804K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.82KNew |
$203K - $274K
|
1.82K
$793K
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.8KNew |
$201K - $271K
|
1.8K
$784K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.78KNew |
$199K - $268K
|
1.78K
$776K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69KNew |
$189K - $255K
|
1.69K
$737K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.62KNew |
$181K - $245K
|
1.62K
$708K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.57KNew |
$176K - $237K
|
1.57K
$686K
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.55KNew |
$173K - $234K
|
1.55K
$677K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.53KNew |
$171K - $232K
|
1.53K
$670K
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.5KNew |
$168K - $227K
|
1.5K
$655K
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.48KNew |
$166K - $224K
|
1.48K
$648K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.48KNew |
$165K - $223K
|
1.48K
$645K
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.43K+ 26.85% |
$160K - $215K
|
6.74K
$2.94M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$158K - $213K
|
1.41K
$616K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$154K - $208K
|
1.38K
$602K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.27K+ 6.6% |
$142K - $192K
|
20.5K
$8.95M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22K+ 19.26% |
$137K - $185K
|
7.58K
$3.31M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 14.43% |
$130K - $175K
|
9.2K
$4.02M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
965+ 61.27% |
$108K - $146K
|
2.54K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
959+ 1.27% |
$107K - $145K
|
76.7K
$33.5M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
941+ 8.16% |
$105K - $142K
|
12.5K
$5.45M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
900+ 7.71% |
$101K - $136K
|
12.6K
$5.49M
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
883+ 34.57% |
$98.8K - $133K
|
3.44K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
878+ 1.25% |
$98.2K - $133K
|
71.2K
$31.1M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
766+ 23.48% |
$85.7K - $116K
|
4.03K
$1.76M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
760+ 93.94% |
$85K - $115K
|
1.57K
$685K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
711New |
$79.5K - $107K
|
711
$311K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
709+ 0.82% |
$79.3K - $107K
|
87.1K
$38.1M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
708+ 4.37% |
$79.2K - $107K
|
16.9K
$7.39M
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
602+ 18.98% |
$67.3K - $90.9K
|
3.77K
$1.65M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
550New |
$61.5K - $83.1K
|
550
$240K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
533+ 0.51% |
$59.6K - $80.5K
|
105K
$45.8M
|
|
Apr 13, 2023
Q1 2023
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
530+ 5.22% |
$59.3K - $80.1K
|
10.7K
$4.67M
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
514+ 5.65% |
$57.5K - $77.6K
|
9.61K
$4.2M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
480+ 2.2% |
$53.7K - $72.5K
|
22.3K
$9.76M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
411+ 13.31% |
$46K - $62.1K
|
3.5K
$1.53M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
372+ 144.19% |
$41.6K - $56.2K
|
630
$275K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
367+ 10.24% |
$41.1K - $55.4K
|
3.95K
$1.73M
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
337+ 12.77% |
$37.7K - $50.9K
|
2.98K
$1.3M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
300+ 2.86% |
$33.6K - $45.3K
|
10.8K
$4.72M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
266+ 2.63% |
$29.8K - $40.2K
|
10.4K
$4.53M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
256+ 1.69% |
$28.6K - $38.7K
|
15.4K
$6.72M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
249+ 3.88% |
$27.9K - $37.6K
|
6.67K
$2.91M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
242+ 56.28% |
$27.1K - $36.6K
|
672
$294K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
235+ 113.53% |
$26.3K - $35.5K
|
442
$193K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
222+ 4.39% |
$24.8K - $33.5K
|
5.28K
$2.31M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
217+ 1.17% |
$24.3K - $32.8K
|
18.8K
$8.2M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
209+ 2.56% |
$23.4K - $31.6K
|
8.38K
$3.66M
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
209+ 2.91% |
$23.4K - $31.6K
|
7.38K
$3.23M
|