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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$371 - $504
|
1
$357
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.48% |
$371 - $504
|
210
$74.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.12% |
$371 - $504
|
831
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 12.5% |
$371 - $504
|
7
$2.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.16% |
$371 - $504
|
607
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 6.67% |
$371 - $504
|
14
$4.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.96% |
$741 - $1.01K
|
207
$73.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 25.0% |
$741 - $1.01K
|
6
$2.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 0.11% |
$741 - $1.01K
|
1.77K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$741 - $1.01K
|
5.43K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2- 0.22% |
$741 - $1.01K
|
928
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 50.0% |
$1.11K - $1.51K
|
3
$1.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3- 0.04% |
$1.11K - $1.51K
|
7.84K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 3.7% |
$1.11K - $1.51K
|
78
$27.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-4- 14.81% |
$1.48K - $2.02K
|
23
$8.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5- 0.79% |
$1.85K - $2.52K
|
631
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 35.71% |
$1.85K - $2.52K
|
9
$3.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5- 0.06% |
$1.85K - $2.52K
|
7.89K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 3.42% |
$1.85K - $2.52K
|
141
$50.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.22% |
$1.85K - $2.52K
|
2.25K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-6- 0.3% |
$2.22K - $3.02K
|
1.97K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7- 0.78% |
$2.59K - $3.53K
|
893
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8- 1.08% |
$2.97K - $4.03K
|
732
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8- 0.1% |
$2.97K - $4.03K
|
8.35K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 1.03% |
$3.34K - $4.54K
|
866
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 15.52% |
$3.34K - $4.54K
|
49
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-10- 62.5% |
$3.71K - $5.04K
|
6
$2.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-10- 1.22% |
$3.71K - $5.04K
|
810
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 2.03% |
$4.08K - $5.55K
|
532
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-11- 84.62% |
$4.08K - $5.55K
|
2
$713
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.02% |
$4.82K - $6.55K
|
1.26K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14- 0.34% |
$5.19K - $7.06K
|
4.16K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-15- 2.88% |
$5.56K - $7.56K
|
506
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16- 31.37% |
$5.93K - $8.07K
|
35
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 11.56% |
$6.3K - $8.57K
|
130
$46.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 0.87% |
$6.67K - $9.07K
|
2.06K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-18- 4.55% |
$6.67K - $9.07K
|
378
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-24- 2.23% |
$8.9K - $12.1K
|
1.05K
$375K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-28- 4.71% |
$10.4K - $14.1K
|
567
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29- 4.42% |
$10.7K - $14.6K
|
627
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-30- 0.54% |
$11.1K - $15.1K
|
5.48K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-31- 3.73% |
$11.5K - $15.6K
|
799
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-33- 3.54% |
$12.2K - $16.6K
|
898
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-33- 5.78% |
$12.2K - $16.6K
|
538
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33- 55.0% |
$12.2K - $16.6K
|
27
$9.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-34- 47.89% |
$12.6K - $17.1K
|
37
$13.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-34- 2.26% |
$12.6K - $17.1K
|
1.47K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-35- 3.69% |
$13K - $17.6K
|
913
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-37- 14.74% |
$13.7K - $18.7K
|
214
$76.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-48- 2.54% |
$17.8K - $24.2K
|
1.84K
$656K
|