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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.91K+ 21.81% |
$3.08M - $4.88M
|
33K
$30M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
88+ 22.86% |
$45.9K - $72.6K
|
473
$430K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
119+ 5.58% |
$62.1K - $98.2K
|
2.25K
$2.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-184- 40.98% |
$96K - $152K
|
265
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67+ 2.05% |
$35K - $55.3K
|
3.34K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-168- 39.07% |
$87.6K - $139K
|
262
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
526New |
$274K - $434K
|
526
$478K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
227+ 3.13% |
$118K - $187K
|
7.48K
$6.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 7.82% |
$20.3K - $32.2K
|
538
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
300New |
$156K - $248K
|
300
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
505New |
$263K - $417K
|
505
$459K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
303New |
$158K - $250K
|
303
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
174+ 125.18% |
$90.8K - $144K
|
313
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
225+ 3.4% |
$117K - $186K
|
6.83K
$6.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-47- 3.86% |
$24.5K - $38.8K
|
1.17K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-208- 3.79% |
$109K - $172K
|
5.28K
$4.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$806K - $1.28M
|
1.55K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$522 - $825
|
638
$580K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
6+ 150.0% |
$3.13K - $4.95K
|
10
$9.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.85KNew |
$966K - $1.53M
|
1.85K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-900- 10.32% |
$469K - $743K
|
7.82K
$7.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
187+ 17.33% |
$97.6K - $154K
|
1.27K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
143+ 21.67% |
$74.6K - $118K
|
803
$730K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
745+ 8.94% |
$389K - $615K
|
9.08K
$8.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
431+ 9.92% |
$225K - $356K
|
4.77K
$4.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
278New |
$145K - $229K
|
278
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
605New |
$316K - $499K
|
605
$550K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-28- 2.09% |
$14.6K - $23.1K
|
1.31K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 3.35% |
$52.2K - $82.5K
|
3.09K
$2.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
284New |
$148K - $234K
|
284
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29New |
$15.1K - $23.9K
|
29
$26.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147New |
$76.7K - $121K
|
147
$134K
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-26.1K- 34.96% |
$13.6M - $21.5M
|
48.5K
$44.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-2.44K- 49.13% |
$1.27M - $2.01M
|
2.53K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-115- 26.5% |
$60K - $94.9K
|
319
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
621New |
$324K - $512K
|
621
$565K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
263New |
$137K - $217K
|
263
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-168- 10.31% |
$87.6K - $139K
|
1.46K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$1.56K - $2.48K
|
3
$2.73K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
917New |
$478K - $757K
|
917
$834K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
104+ 12.61% |
$54.3K - $85.8K
|
929
$845K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 12.5% |
$1.04K - $1.65K
|
14
$12.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-459- 25.9% |
$239K - $379K
|
1.31K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-399- 29.34% |
$208K - $329K
|
961
$874K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-519- 25.98% |
$271K - $428K
|
1.48K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-357- 5.84% |
$186K - $295K
|
5.76K
$5.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 6.9% |
$1.04K - $1.65K
|
31
$28.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
259New |
$135K - $214K
|
259
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 12.5% |
$1.04K - $1.65K
|
18
$16.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-129- 16.45% |
$67.3K - $106K
|
655
$596K
|
|