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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
74+ 3.55% |
$11.8K - $14K
|
2.16K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
72New |
$11.5K - $13.6K
|
72
$25.7K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
60+ 0.6% |
$9.59K - $11.3K
|
10.1K
$3.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.63K - $10.2K
|
54
$19.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53+ 1.1% |
$8.47K - $10K
|
4.89K
$1.74M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 15.87% |
$8.47K - $10K
|
387
$138K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
49+ 2.91% |
$7.83K - $9.24K
|
1.73K
$618K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 820.0% |
$6.55K - $7.73K
|
46
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41+ 1.71% |
$6.55K - $7.73K
|
2.44K
$871K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 820.0% |
$6.55K - $7.73K
|
46
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 820.0% |
$6.55K - $7.73K
|
46
$16.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
39+ 0.86% |
$6.23K - $7.36K
|
4.57K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
36New |
$5.75K - $6.79K
|
36
$12.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
31New |
$4.95K - $5.85K
|
31
$11.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29New |
$4.63K - $5.47K
|
29
$10.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28New |
$4.47K - $5.28K
|
28
$9.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
28+ 0.16% |
$4.47K - $5.28K
|
17.1K
$6.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$3.83K - $4.53K
|
24
$8.56K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
20New |
$3.2K - $3.77K
|
20
$7.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
16New |
$2.56K - $3.02K
|
16
$5.71K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13New |
$2.08K - $2.45K
|
13
$4.64K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11New |
$1.76K - $2.08K
|
11
$3.92K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5+ 20.0% |
$799 - $943
|
30
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4+ 0.16% |
$639 - $755
|
2.47K
$879K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 5.08% |
$479 - $566
|
62
$22.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.15% |
$479 - $566
|
2.07K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$320 - $377
|
3.66K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 15.38% |
$320 - $377
|
15
$5.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.99% |
$160 - $189
|
102
$36.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 3.85% |
$160 - $189
|
27
$9.63K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.65% |
$160 - $189
|
156
$55.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$160 - $189
|
1
$357
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.79% |
$160 - $189
|
128
$45.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.04% |
$160 - $189
|
2.4K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 8.11% |
$479 - $566
|
34
$12.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 10.71% |
$479 - $566
|
25
$8.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 2.06% |
$639 - $755
|
190
$67.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 9.26% |
$799 - $943
|
49
$17.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$799 - $943
|
5.97K
$2.13M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5- 26.32% |
$799 - $943
|
14
$4.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 14.0% |
$1.12K - $1.32K
|
43
$15.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-9- 3.56% |
$1.44K - $1.7K
|
244
$87K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9- 0.59% |
$1.44K - $1.7K
|
1.51K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 2.72% |
$2.24K - $2.64K
|
500
$178K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 9.62% |
$2.4K - $2.83K
|
141
$50.3K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.85% |
$2.4K - $2.83K
|
1.74K
$621K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 65.63% |
$3.36K - $3.96K
|
11
$3.92K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 5.15% |
$3.36K - $3.96K
|
387
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-25- 34.25% |
$3.99K - $4.72K
|
48
$17.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-33- 2.36% |
$5.27K - $6.23K
|
1.37K
$488K
|