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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.52K- 62.69% |
$282K - $381K
|
1.5K
$453K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$447 - $604
|
4
$1.21K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-70- 33.18% |
$7.83K - $10.6K
|
141
$42.6K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.32K- 51.46% |
$484K - $653K
|
4.08K
$1.23M
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.55KNew |
$173K - $234K
|
1.55K
$469K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
372KNew |
$41.6M - $56.2M
|
372K
$112M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 15.0% |
$336 - $453
|
17
$5.14K
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.88K+ 28.04% |
$210K - $284K
|
8.58K
$2.59M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.34KNew |
$933K - $1.26M
|
8.34K
$2.52M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$224 - $302
|
2
$605
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$158K - $213K
|
1.41K
$426K
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
35.2KNew |
$3.94M - $5.32M
|
35.2K
$10.6M
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
5K+ 10.64% |
$559K - $755K
|
52K
$15.7M
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.04K+ 11.03% |
$228K - $308K
|
20.5K
$6.2M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
22New |
$2.46K - $3.32K
|
22
$6.65K
|
|
Q4 2022 | |||||||
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-57Closed |
$5.74K - $7.23K
|
0
$0
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.87KNew |
$188K - $237K
|
1.87K
$564K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
312New |
$31.4K - $39.6K
|
312
$94.3K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18- 64.29% |
$1.81K - $2.28K
|
10
$3.02K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
77New |
$7.76K - $9.77K
|
77
$23.3K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.46KNew |
$248K - $313K
|
2.46K
$745K
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
12.7KNew |
$1.28M - $1.61M
|
12.7K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$327K - $411K
|
3.24K
$980K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12New |
$1.21K - $1.52K
|
12
$3.63K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-425- 25.0% |
$42.8K - $53.9K
|
1.28K
$385K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$177K - $223K
|
1.76K
$532K
|
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
10.6KNew |
$1.07M - $1.35M
|
10.6K
$3.21M
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.04KNew |
$407K - $513K
|
4.04K
$1.22M
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.98K+ 86.09% |
$200K - $251K
|
4.28K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-12.9K- 64.99% |
$1.3M - $1.64M
|
6.97K
$2.11M
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
10.4KNew |
$1.05M - $1.32M
|
10.4K
$3.14M
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
1.75KNew |
$177K - $223K
|
1.75K
$530K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
443New |
$44.6K - $56.2K
|
443
$134K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.92KNew |
$193K - $244K
|
1.92K
$580K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25New |
$2.52K - $3.17K
|
25
$7.56K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26New |
$2.62K - $3.3K
|
26
$7.86K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.76K- 9.94% |
$378K - $477K
|
34K
$10.3M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 7.69% |
$101 - $127
|
14
$4.23K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$202 - $254
|
2
$605
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.91K - $2.41K
|
19
$5.74K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.68KNew |
$471K - $593K
|
4.68K
$1.41M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34New |
$3.43K - $4.32K
|
34
$10.3K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
22New |
$2.22K - $2.79K
|
22
$6.65K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
35+ 109.38% |
$2.94K - $3.8K
|
67
$20.3K
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
6.25KNew |
$526K - $678K
|
6.25K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-61- 0.08% |
$5.13K - $6.61K
|
74.2K
$22.4M
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
9.64K+ 58.47% |
$811K - $1.05M
|
26.1K
$7.9M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.08K- 10.38% |
$90.6K - $117K
|
9.3K
$2.81M
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
800New |
$67.3K - $86.8K
|
800
$242K
|