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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
27New |
$3.49K - $4.49K
|
27
$11.8K
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$381K - $489K
|
2.94K
$1.29M
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
9.7KNew |
$1.25M - $1.61M
|
9.7K
$4.24M
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-15- 6.07% |
$1.94K - $2.49K
|
232
$101K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19KNew |
$2.45M - $3.16M
|
19K
$8.29M
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-47- 29.19% |
$6.08K - $7.82K
|
114
$49.8K
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-197K- 65.59% |
$25.5M - $32.8M
|
103K
$45.2M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$6.08K - $7.82K
|
47
$20.5K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$129 - $166
|
9
$3.93K
|
|
Q1 2023 | |||||||
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.41KNew |
$493K - $666K
|
4.41K
$1.93M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-391Closed |
$43.7K - $59.1K
|
0
$0
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.6K- 48.15% |
$291K - $393K
|
2.8K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.02K+ 198.1% |
$897K - $1.21M
|
12.1K
$5.27M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.03K- 99.9% |
$115K - $155K
|
1
$437
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
29.1K+ 66.14% |
$3.25M - $4.39M
|
73K
$31.9M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.45KNew |
$721K - $973K
|
6.45K
$2.82M
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
42New |
$4.7K - $6.34K
|
42
$18.3K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-990- 21.75% |
$111K - $150K
|
3.56K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
31New |
$3.47K - $4.68K
|
31
$13.5K
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.52K- 62.69% |
$282K - $381K
|
1.5K
$655K
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
95+ 0.33% |
$10.6K - $14.3K
|
28.6K
$12.5M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.32K- 51.46% |
$484K - $653K
|
4.08K
$1.78M
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.55KNew |
$173K - $234K
|
1.55K
$677K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
372KNew |
$41.6M - $56.2M
|
372K
$162M
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.88K+ 28.04% |
$210K - $284K
|
8.58K
$3.75M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.34KNew |
$933K - $1.26M
|
8.34K
$3.64M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$224 - $302
|
2
$874
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
35.2KNew |
$3.94M - $5.32M
|
35.2K
$15.4M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$158K - $213K
|
1.41K
$616K
|
|
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
$22.7M
|
|
Q4 2022 | |||||||
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.87% |
$101 - $127
|
116
$50.7K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-57Closed |
$5.74K - $7.23K
|
0
$0
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
312New |
$31.4K - $39.6K
|
312
$136K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18- 64.29% |
$1.81K - $2.28K
|
10
$4.37K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
77New |
$7.76K - $9.77K
|
77
$33.6K
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
12.7KNew |
$1.28M - $1.61M
|
12.7K
$5.53M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$177K - $223K
|
1.76K
$769K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-425- 25.0% |
$42.8K - $53.9K
|
1.28K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$327K - $411K
|
3.24K
$1.42M
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.04KNew |
$407K - $513K
|
4.04K
$1.76M
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-12.9K- 64.99% |
$1.3M - $1.64M
|
6.97K
$3.04M
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
10.4KNew |
$1.05M - $1.32M
|
10.4K
$4.54M
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.98K+ 86.09% |
$200K - $251K
|
4.28K
$1.87M
|
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
10.6KNew |
$1.07M - $1.35M
|
10.6K
$4.63M
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
1.75KNew |
$177K - $223K
|
1.75K
$766K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
443New |
$44.6K - $56.2K
|
443
$194K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.92KNew |
$193K - $244K
|
1.92K
$839K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26New |
$2.62K - $3.3K
|
26
$11.4K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.76K- 9.94% |
$378K - $477K
|
34K
$14.9M
|