Purchases and Sales Made in Q3 2023 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q3 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.19KNew |
$189K - $224K
|
1.19K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.18KNew |
$188K - $222K
|
1.18K
$419K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.18K+ 18.81% |
$188K - $222K
|
7.42K
$2.65M
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
996+ 4.22% |
$159K - $188K
|
24.6K
$8.77M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
947+ 32.35% |
$151K - $179K
|
3.87K
$1.38M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
946+ 19.98% |
$151K - $178K
|
5.68K
$2.03M
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 1.16% |
$144K - $170K
|
78.7K
$28.1M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
865+ 10.05% |
$138K - $163K
|
9.47K
$3.38M
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
741+ 2.95% |
$118K - $140K
|
25.8K
$9.21M
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
717+ 0.26% |
$115K - $135K
|
275K
$97.9M
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
700New |
$112K - $132K
|
700
$250K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
698+ 20.24% |
$112K - $132K
|
4.15K
$1.48M
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
629+ 18.55% |
$100K - $119K
|
4.02K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
626+ 21.4% |
$100K - $118K
|
3.55K
$1.27M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
565+ 3.35% |
$90.3K - $107K
|
17.4K
$6.22M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
542+ 48.09% |
$86.6K - $102K
|
1.67K
$595K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
539+ 41.08% |
$86.1K - $102K
|
1.85K
$660K
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
477+ 1.19% |
$76.2K - $90K
|
40.6K
$14.5M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
472+ 15.03% |
$75.4K - $89K
|
3.61K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
460+ 13.21% |
$73.5K - $86.8K
|
3.94K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
452+ 4.08% |
$72.2K - $85.3K
|
11.5K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
446+ 14.92% |
$71.3K - $84.1K
|
3.44K
$1.23M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
416+ 5.49% |
$66.5K - $78.5K
|
7.99K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
411+ 2.16% |
$65.7K - $77.5K
|
19.5K
$6.94M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
410+ 506.17% |
$65.5K - $77.3K
|
491
$175K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
375+ 0.8% |
$59.9K - $70.7K
|
47.3K
$16.9M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
349New |
$55.8K - $65.8K
|
349
$124K
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
317+ 2.02% |
$50.6K - $59.8K
|
16K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
315+ 1.97% |
$50.3K - $59.4K
|
16.3K
$5.8M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
311+ 22.17% |
$49.7K - $58.7K
|
1.71K
$611K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
311+ 6.59% |
$49.7K - $58.7K
|
5.03K
$1.79M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
282+ 2.74% |
$45.1K - $53.2K
|
10.6K
$3.77M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
268+ 2.52% |
$42.8K - $50.6K
|
10.9K
$3.89M
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
244+ 14.85% |
$39K - $46K
|
1.89K
$673K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
244+ 14.14% |
$39K - $46K
|
1.97K
$702K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
241+ 2410.0% |
$38.5K - $45.5K
|
251
$89.5K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
221+ 26.22% |
$35.3K - $41.7K
|
1.06K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
194+ 11.13% |
$31K - $36.6K
|
1.94K
$691K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
147+ 1.46% |
$23.5K - $27.7K
|
10.2K
$3.63M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
130+ 6.69% |
$20.8K - $24.5K
|
2.07K
$740K
|
|
Nov 08, 2023
Q3 2023
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
120+ 22.9% |
$19.2K - $22.6K
|
644
$230K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
118+ 2.06% |
$18.9K - $22.3K
|
5.86K
$2.09M
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
114+ 0.61% |
$18.2K - $21.5K
|
18.7K
$6.65M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
109+ 1.99% |
$17.4K - $20.6K
|
5.58K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
108+ 7.2% |
$17.3K - $20.4K
|
1.61K
$573K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
106+ 2.0% |
$16.9K - $20K
|
5.42K
$1.93M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
101+ 7.42% |
$16.1K - $19.1K
|
1.46K
$522K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
90New |
$14.4K - $17K
|
90
$32.1K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
88+ 5.25% |
$14.1K - $16.6K
|
1.76K
$629K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
75+ 5.52% |
$12K - $14.1K
|
1.43K
$511K
|