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 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
67+ 5.36% |
$35K - $55.3K
|
1.32K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-690- 50.11% |
$360K - $569K
|
687
$625K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
115+ 13.01% |
$60K - $94.9K
|
999
$909K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-120- 7.71% |
$62.6K - $99K
|
1.44K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-18- 3.63% |
$9.39K - $14.9K
|
478
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.06K- 25.44% |
$554K - $876K
|
3.11K
$2.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-551- 38.67% |
$287K - $455K
|
874
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
2.17KNew |
$1.13M - $1.79M
|
2.17K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 19.51% |
$8.35K - $13.2K
|
66
$60K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-245- 16.01% |
$128K - $202K
|
1.29K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-614- 29.72% |
$320K - $507K
|
1.45K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-34.8K- 78.94% |
$18.2M - $28.7M
|
9.29K
$8.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.26KNew |
$4.83M - $7.64M
|
9.26K
$8.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-500- 28.23% |
$261K - $413K
|
1.27K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.62K+ 52.01% |
$845K - $1.34M
|
4.73K
$4.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3New |
$1.56K - $2.48K
|
3
$2.73K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.61K+ 50.84% |
$4.49M - $7.1M
|
25.5K
$23.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.41K+ 35.24% |
$738K - $1.17M
|
5.43K
$4.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
888+ 36.19% |
$463K - $733K
|
3.34K
$3.04M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-572- 37.41% |
$298K - $472K
|
957
$870K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
368New |
$192K - $304K
|
368
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
53+ 5.46% |
$27.6K - $43.7K
|
1.02K
$931K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
279New |
$146K - $230K
|
279
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
140+ 25.64% |
$73K - $116K
|
686
$624K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
706+ 57.92% |
$368K - $583K
|
1.93K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-795- 6.63% |
$415K - $656K
|
11.2K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-4- 1.03% |
$2.09K - $3.3K
|
384
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-249- 3.68% |
$130K - $205K
|
6.52K
$5.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-19- 3.41% |
$9.91K - $15.7K
|
538
$489K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-15.6K- 13.97% |
$8.12M - $12.8M
|
95.9K
$87.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
72+ 7.16% |
$37.6K - $59.4K
|
1.08K
$981K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
317New |
$165K - $262K
|
317
$288K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
26New |
$13.6K - $21.5K
|
26
$23.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$522 - $825
|
4
$3.64K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-79.7K- 26.84% |
$41.6M - $65.7M
|
217K
$197M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25+ 9.09% |
$13K - $20.6K
|
300
$273K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-250- 4.98% |
$130K - $206K
|
4.77K
$4.34M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.93KNew |
$2.57M - $4.06M
|
4.93K
$4.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$15.6K - $24.8K
|
30
$27.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.42K- 24.51% |
$742K - $1.17M
|
4.38K
$3.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-505- 13.03% |
$263K - $417K
|
3.37K
$3.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 4.4% |
$7.82K - $12.4K
|
326
$297K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
18+ 3.76% |
$9.39K - $14.9K
|
497
$452K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
262+ 2620.0% |
$137K - $216K
|
272
$247K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
519New |
$271K - $428K
|
519
$472K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-27.9K- 45.47% |
$14.6M - $23M
|
33.5K
$30.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-183- 42.66% |
$95.5K - $151K
|
246
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-1- 0.27% |
$522 - $825
|
373
$339K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
159+ 38.59% |
$82.9K - $131K
|
571
$519K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
995+ 17.32% |
$519K - $821K
|
6.74K
$6.13M
|
|