Purchases and Sales Made in Q4 2024 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
190New |
$70.4K - $95.8K
|
190
$67.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
188+ 3.04% |
$69.7K - $94.8K
|
6.37K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
187New |
$69.3K - $94.3K
|
187
$66.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
181+ 9.16% |
$67.1K - $91.2K
|
2.16K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
179+ 14.52% |
$66.4K - $90.2K
|
1.41K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
175+ 87.06% |
$64.9K - $88.2K
|
376
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
169+ 11.79% |
$62.6K - $85.2K
|
1.6K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
163New |
$60.4K - $82.2K
|
163
$58.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
161New |
$59.7K - $81.2K
|
161
$57.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
150+ 20.11% |
$55.6K - $75.6K
|
896
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 89.47% |
$50.4K - $68.6K
|
288
$103K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
125+ 0.56% |
$46.3K - $63K
|
22.4K
$8.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125+ 15.98% |
$46.3K - $63K
|
907
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
116+ 0.39% |
$43K - $58.5K
|
30.1K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
108+ 6.96% |
$40K - $54.4K
|
1.66K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
104+ 1300.0% |
$38.6K - $52.4K
|
112
$39.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
101+ 12.41% |
$37.4K - $50.9K
|
915
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101+ 1.82% |
$37.4K - $50.9K
|
5.65K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
98+ 8.28% |
$36.3K - $49.4K
|
1.28K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
96+ 0.56% |
$35.6K - $48.4K
|
17.3K
$6.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
95+ 2.71% |
$35.2K - $47.9K
|
3.61K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
95+ 10.61% |
$35.2K - $47.9K
|
990
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
86+ 16.76% |
$31.9K - $43.4K
|
599
$214K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
79+ 14.06% |
$29.3K - $39.8K
|
641
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 1925.0% |
$28.5K - $38.8K
|
81
$28.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
72+ 8.17% |
$26.7K - $36.3K
|
953
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
70New |
$25.9K - $35.3K
|
70
$25K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
70+ 0.72% |
$25.9K - $35.3K
|
9.75K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
68+ 0.66% |
$25.2K - $34.3K
|
10.4K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
67+ 352.63% |
$24.8K - $33.8K
|
86
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
61+ 2.95% |
$22.6K - $30.8K
|
2.13K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
61+ 67.03% |
$22.6K - $30.8K
|
152
$54.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 6.42% |
$22.2K - $30.2K
|
994
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
59+ 131.11% |
$21.9K - $29.7K
|
104
$37.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
58New |
$21.5K - $29.2K
|
58
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
55+ 183.33% |
$20.4K - $27.7K
|
85
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
55+ 1.45% |
$20.4K - $27.7K
|
3.85K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55New |
$20.4K - $27.7K
|
55
$19.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
54+ 5.18% |
$20K - $27.2K
|
1.1K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53+ 1.52% |
$19.6K - $26.7K
|
3.54K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 24.53% |
$19.3K - $26.2K
|
264
$94.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 15.2% |
$19.3K - $26.2K
|
394
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 10.75% |
$18.5K - $25.2K
|
515
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 7.07% |
$18.5K - $25.2K
|
757
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46+ 1.75% |
$17.1K - $23.2K
|
2.67K
$952K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 4.81% |
$16.7K - $22.7K
|
981
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43+ 2.41% |
$15.9K - $21.7K
|
1.83K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
41+ 32.54% |
$15.2K - $20.7K
|
167
$59.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
40+ 1.82% |
$14.8K - $20.2K
|
2.24K
$799K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$14.8K - $20.2K
|
40
$14.3K
|