Latest Institutional Transactions on Comfort Systems Usa Inc (FIX)
This table provides information on the latest institutional transactions involving Comfort Systems Usa Inc (FIX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-577- 9.05% |
$171K - $309K
|
5.8K
$3.1M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
479New |
$142K - $257K
|
479
$256K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
41+ 4.37% |
$12.2K - $22K
|
979
$524K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.44K+ 73.78% |
$1.61M - $2.92M
|
12.8K
$6.86M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
809+ 19.23% |
$240K - $434K
|
5.02K
$2.68M
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
250+ 9.1% |
$74.1K - $134K
|
3K
$1.6M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-143- 40.74% |
$42.4K - $76.7K
|
208
$111K
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.94K+ 314.1% |
$872K - $1.58M
|
3.88K
$2.07M
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
313+ 40.86% |
$92.8K - $168K
|
1.08K
$577K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
39+ 0.09% |
$11.6K - $20.9K
|
44.1K
$23.6M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.64% |
$3.85K - $6.97K
|
2.05K
$1.1M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
412New |
$122K - $221K
|
412
$220K
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.31KNew |
$387K - $700K
|
1.31K
$699K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.11K+ 17.01% |
$923K - $1.67M
|
21.4K
$11.5M
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.41K- 4.37% |
$1.01M - $1.83M
|
74.6K
$39.9M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
429New |
$127K - $230K
|
429
$230K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
4New |
$1.19K - $2.14K
|
4
$2.14K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 5.13% |
$1.19K - $2.14K
|
82
$43.9K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$1.19K - $2.14K
|
4
$2.14K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 12.43% |
$6.52K - $11.8K
|
199
$106K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
555New |
$165K - $298K
|
555
$297K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 25.51% |
$14.8K - $26.8K
|
246
$132K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
86+ 1.1% |
$25.5K - $46.1K
|
7.92K
$4.24M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 4.0% |
$1.19K - $2.14K
|
104
$55.6K
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-602- 30.79% |
$178K - $323K
|
1.35K
$724K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 18.89% |
$25.2K - $45.6K
|
535
$286K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-348- 30.58% |
$103K - $187K
|
790
$423K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
384New |
$114K - $206K
|
384
$205K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-12- 1.85% |
$3.56K - $6.43K
|
637
$341K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.52K- 80.07% |
$449K - $812K
|
377
$202K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
440New |
$130K - $236K
|
440
$235K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35New |
$10.4K - $18.8K
|
35
$18.7K
|
|
Q1 2025 | |||||||
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-93- 1.77% |
$29.1K - $51.2K
|
5.16K
$2.76M
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
256+ 13.45% |
$80.2K - $141K
|
2.16K
$1.16M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$627 - $1.1K
|
2
$1.07K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-833K- 99.96% |
$261M - $458M
|
335
$179K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
133+ 26.87% |
$41.7K - $73.2K
|
628
$336K
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-17.8K- 99.06% |
$5.56M - $9.77M
|
169
$90.4K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.57K+ 21.18% |
$2.68M - $4.72M
|
49K
$26.2M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-17.7K- 11.13% |
$5.56M - $9.77M
|
142K
$75.8M
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-778- 98.61% |
$244K - $428K
|
11
$5.89K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
31.3K+ 1155.22% |
$9.8M - $17.2M
|
34K
$18.2M
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$313 - $550
|
1
$535
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.99KNew |
$1.88M - $3.3M
|
5.99K
$3.2M
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.54% |
$8.14K - $14.3K
|
4.82K
$2.58M
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
661New |
$207K - $364K
|
661
$354K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.14K+ 125.15% |
$982K - $1.73M
|
5.64K
$3.02M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
241+ 22.46% |
$75.5K - $133K
|
1.31K
$703K
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
33+ 0.09% |
$10.3K - $18.2K
|
35.7K
$19.1M
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
456+ 34.94% |
$143K - $251K
|
1.76K
$942K
|