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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
106+ 40.46% |
$83.8K - $107K
|
368
$335K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-161- 5.9% |
$127K - $163K
|
2.57K
$2.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-30- 7.98% |
$23.7K - $30.3K
|
346
$315K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 33.33% |
$791 - $1.01K
|
4
$3.64K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
235New |
$186K - $238K
|
235
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 1.01% |
$1.58K - $2.02K
|
197
$179K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-24- 9.2% |
$19K - $24.3K
|
237
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
157+ 49.53% |
$124K - $159K
|
474
$431K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-714- 27.3% |
$565K - $722K
|
1.9K
$1.73M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.03KNew |
$815K - $1.04M
|
1.03K
$938K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.8K- 37.45% |
$1.42M - $1.82M
|
3.01K
$2.74M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.75K- 21.31% |
$1.38M - $1.77M
|
6.45K
$5.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-90- 2.49% |
$71.2K - $91K
|
3.53K
$3.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-4.13K- 41.69% |
$3.27M - $4.18M
|
5.78K
$5.26M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.17K- 27.81% |
$1.71M - $2.19M
|
5.62K
$5.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 13.8% |
$122K - $156K
|
1.27K
$1.16M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-516- 20.65% |
$269K - $426K
|
1.98K
$1.8M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$2.09K - $3.3K
|
4
$3.64K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.4KNew |
$1.25M - $1.98M
|
2.4K
$2.18M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.68KNew |
$874K - $1.38M
|
1.68K
$1.52M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
811New |
$423K - $669K
|
811
$738K
|
|
|
Dec 03, 2025
Q3 2025
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
17.7K+ 47.82% |
$9.23M - $14.6M
|
54.7K
$49.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 32.0% |
$79.3K - $125K
|
627
$570K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 26.6% |
$669K - $1.06M
|
3.54K
$3.22M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
205New |
$107K - $169K
|
205
$186K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-20- 66.67% |
$10.4K - $16.5K
|
10
$9.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 3.33% |
$522 - $825
|
31
$28.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
450New |
$235K - $371K
|
450
$409K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.31K- 40.87% |
$3.29M - $5.21M
|
9.13K
$8.31M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
271New |
$141K - $224K
|
271
$247K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18+ 0.86% |
$9.39K - $14.9K
|
2.12K
$1.93M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5+ 0.6% |
$2.61K - $4.13K
|
832
$757K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-149- 9.33% |
$77.7K - $123K
|
1.45K
$1.32M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 1.85% |
$18.8K - $29.7K
|
1.98K
$1.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
965+ 17.75% |
$503K - $796K
|
6.4K
$5.82M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
676+ 75.53% |
$353K - $558K
|
1.57K
$1.43M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
929New |
$485K - $767K
|
929
$845K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-318- 6.07% |
$166K - $262K
|
4.92K
$4.48M
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
7.95KNew |
$4.15M - $6.56M
|
7.95K
$7.23M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
136+ 4.3% |
$70.9K - $112K
|
3.3K
$3M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
368+ 1.4% |
$192K - $304K
|
26.7K
$24.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.96K- 59.22% |
$1.54M - $2.44M
|
2.04K
$1.85M
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-28.1K- 9.35% |
$14.7M - $23.2M
|
272K
$248M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-152- 25.46% |
$79.3K - $125K
|
445
$405K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1- 0.24% |
$522 - $825
|
424
$386K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-16- 3.25% |
$8.35K - $13.2K
|
477
$434K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
20+ 0.72% |
$10.4K - $16.5K
|
2.81K
$2.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
454New |
$237K - $375K
|
454
$413K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
921+ 91.73% |
$480K - $760K
|
1.93K
$1.75M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
5+ 1.28% |
$2.61K - $4.13K
|
395
$359K
|
|