Purchases and Sales Made in Q3 2024 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
40+ 2.38% |
$11.7K - $15.9K
|
1.72K
$753K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39New |
$11.4K - $15.5K
|
39
$17K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 650.0% |
$11.4K - $15.5K
|
45
$19.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
35+ 3.47% |
$10.2K - $13.9K
|
1.04K
$456K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34+ 1.81% |
$9.93K - $13.5K
|
1.91K
$835K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.77% |
$9.35K - $12.7K
|
4.18K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 9.28% |
$9.35K - $12.7K
|
377
$165K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 7.14% |
$9.06K - $12.3K
|
465
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30New |
$8.76K - $11.9K
|
30
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
30New |
$8.76K - $11.9K
|
30
$13.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 58.82% |
$8.76K - $11.9K
|
81
$35.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
28New |
$8.18K - $11.1K
|
28
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 5.74% |
$6.43K - $8.73K
|
405
$177K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22+ 2.41% |
$6.43K - $8.73K
|
936
$409K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
19+ 25.33% |
$5.55K - $7.54K
|
94
$41.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 51.35% |
$5.55K - $7.54K
|
56
$24.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
17+ 0.19% |
$4.97K - $6.75K
|
8.79K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
17New |
$4.97K - $6.75K
|
17
$7.43K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.18% |
$4.97K - $6.75K
|
797
$348K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14+ 8.86% |
$4.09K - $5.56K
|
172
$75.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14New |
$4.09K - $5.56K
|
14
$6.12K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
13+ 0.67% |
$3.8K - $5.16K
|
1.96K
$857K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 5.47% |
$3.21K - $4.37K
|
212
$92.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 9.32% |
$3.21K - $4.37K
|
129
$56.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 20.83% |
$2.92K - $3.97K
|
58
$25.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10+ 1.52% |
$2.92K - $3.97K
|
667
$291K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9+ 0.43% |
$2.63K - $3.57K
|
2.1K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$2.63K - $3.57K
|
9
$3.93K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 52.94% |
$2.63K - $3.57K
|
26
$11.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8New |
$2.34K - $3.17K
|
8
$3.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7+ 0.59% |
$2.04K - $2.78K
|
1.2K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 0.78% |
$2.04K - $2.78K
|
907
$396K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 300.0% |
$1.75K - $2.38K
|
8
$3.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 4.26% |
$1.75K - $2.38K
|
147
$64.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 25.0% |
$1.17K - $1.59K
|
20
$8.74K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4New |
$1.17K - $1.59K
|
4
$1.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3New |
$876 - $1.19K
|
3
$1.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$876 - $1.19K
|
3
$1.31K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$876 - $1.19K
|
3
$1.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3New |
$876 - $1.19K
|
3
$1.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$876 - $1.19K
|
3
$1.31K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2New |
$584 - $794
|
2
$874
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2+ 8.0% |
$584 - $794
|
27
$11.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 8.0% |
$584 - $794
|
27
$11.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2+ 0.26% |
$584 - $794
|
759
$332K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2+ 0.02% |
$584 - $794
|
8.81K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
2+ 3.64% |
$584 - $794
|
57
$24.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$584 - $794
|
2
$874
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2+ 0.11% |
$584 - $794
|
1.8K
$784K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.03% |
$292 - $397
|
34
$14.9K
|