Purchases and Sales Made in Q4 2023 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q4 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 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
41+ 0.81% |
$6.24K - $8.58K
|
5.07K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
39+ 162.5% |
$5.93K - $8.16K
|
63
$27.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35New |
$5.32K - $7.32K
|
35
$15.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
30+ 65.22% |
$4.56K - $6.28K
|
76
$33.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 5.91% |
$4.41K - $6.07K
|
520
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
27New |
$4.11K - $5.65K
|
27
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26New |
$3.96K - $5.44K
|
26
$11.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 100.0% |
$3.96K - $5.44K
|
52
$22.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
26+ 0.15% |
$3.96K - $5.44K
|
17.1K
$7.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16New |
$2.43K - $3.35K
|
16
$6.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16New |
$2.43K - $3.35K
|
16
$6.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12+ 0.33% |
$1.83K - $2.51K
|
3.62K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
12+ 0.6% |
$1.83K - $2.51K
|
2.02K
$882K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 3.74% |
$1.83K - $2.51K
|
333
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$1.52K - $2.09K
|
10
$4.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3+ 1.23% |
$456 - $628
|
246
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$456 - $628
|
3
$1.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 50.0% |
$152 - $209
|
3
$1.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$152 - $209
|
5.97K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 2.78% |
$152 - $209
|
37
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 3.23% |
$152 - $209
|
32
$14K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.4% |
$152 - $209
|
252
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 3.7% |
$152 - $209
|
26
$11.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- 0.05% |
$761 - $1.05K
|
10.6K
$4.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 3.85% |
$913 - $1.26K
|
150
$65.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-9- 0.29% |
$1.37K - $1.88K
|
3.07K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12- 0.88% |
$1.83K - $2.51K
|
1.35K
$590K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 1.07% |
$1.98K - $2.72K
|
1.21K
$527K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 10.94% |
$2.13K - $2.93K
|
114
$49.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-14- 0.53% |
$2.13K - $2.93K
|
2.62K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-17- 1.27% |
$2.59K - $3.56K
|
1.33K
$579K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-21- 1.16% |
$3.19K - $4.39K
|
1.79K
$783K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-23- 0.68% |
$3.5K - $4.81K
|
3.36K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25- 1.81% |
$3.8K - $5.23K
|
1.35K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-25- 0.32% |
$3.8K - $5.23K
|
7.68K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34- 2.51% |
$5.17K - $7.11K
|
1.32K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-35- 3.52% |
$5.32K - $7.32K
|
959
$419K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-37- 2.05% |
$5.63K - $7.74K
|
1.77K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 1.66% |
$6.08K - $8.37K
|
2.36K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41- 1.68% |
$6.24K - $8.58K
|
2.4K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 77.42% |
$7.3K - $10K
|
14
$6.12K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-53- 36.55% |
$8.06K - $11.1K
|
92
$40.2K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-54- 3.58% |
$8.21K - $11.3K
|
1.46K
$636K
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-55- 0.57% |
$8.37K - $11.5K
|
9.56K
$4.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-58- 10.55% |
$8.82K - $12.1K
|
492
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-59- 0.41% |
$8.98K - $12.3K
|
14.4K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 3.14% |
$9.89K - $13.6K
|
2K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-66- 3.18% |
$10K - $13.8K
|
2.01K
$877K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-69- 2.83% |
$10.5K - $14.4K
|
2.37K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 17.83% |
$10.5K - $14.4K
|
318
$139K
|