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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-181K- 54.39% |
$27.6M - $37.9M
|
152K
$81.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.19K- 22.75% |
$181K - $249K
|
4.04K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-6.27K- 24.39% |
$954K - $1.31M
|
19.4K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.41KNew |
$367K - $505K
|
2.41K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$183K - $251K
|
1.2K
$643K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50New |
$7.61K - $10.5K
|
50
$26.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16New |
$2.43K - $3.35K
|
16
$8.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.63K- 82.49% |
$856K - $1.18M
|
1.2K
$639K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
349New |
$53.1K - $73K
|
349
$187K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$12.3K - $16.9K
|
81
$43.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.08KNew |
$165K - $227K
|
1.08K
$580K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
118+ 6.69% |
$18K - $24.7K
|
1.88K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16New |
$2.43K - $3.35K
|
16
$8.56K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-28.5K- 21.91% |
$4.33M - $5.95M
|
101K
$54.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
200+ 8.7% |
$30.4K - $41.8K
|
2.5K
$1.34M
|
|
| Q3 2023 | |||||||
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.19KNew |
$189K - $224K
|
1.19K
$635K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5- 26.32% |
$799 - $943
|
14
$7.49K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-19.3K- 30.36% |
$3.08M - $3.64M
|
44.2K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29New |
$4.63K - $5.47K
|
29
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 820.0% |
$6.55K - $7.73K
|
46
$24.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
72New |
$11.5K - $13.6K
|
72
$38.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
947+ 32.35% |
$151K - $179K
|
3.87K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.72KNew |
$435K - $513K
|
2.72K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 14.0% |
$1.12K - $1.32K
|
43
$23K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 9.62% |
$2.4K - $2.83K
|
141
$75.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
16New |
$2.56K - $3.02K
|
16
$8.56K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.06K- 7.27% |
$169K - $200K
|
13.5K
$7.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
90New |
$14.4K - $17K
|
90
$48.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.41K+ 73.65% |
$226K - $267K
|
3.33K
$1.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.63K - $10.2K
|
54
$28.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.19KNew |
$189K - $224K
|
1.19K
$635K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 5.08% |
$479 - $566
|
62
$33.2K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34Closed |
$4.4K - $5.65K
|
0
$0
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$186K - $239K
|
1.44K
$770K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-946- 16.65% |
$122K - $157K
|
4.74K
$2.53M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-20Closed |
$2.59K - $3.33K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$2.72K - $3.49K
|
21
$11.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
27New |
$3.49K - $4.49K
|
27
$14.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
43KNew |
$5.55M - $7.14M
|
43K
$23M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$381K - $489K
|
2.94K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
9.7KNew |
$1.25M - $1.61M
|
9.7K
$5.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-15- 6.07% |
$1.94K - $2.49K
|
232
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19KNew |
$2.45M - $3.16M
|
19K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-197K- 65.59% |
$25.5M - $32.8M
|
103K
$55.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$6.08K - $7.82K
|
47
$25.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$129 - $166
|
9
$4.82K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.41KNew |
$493K - $666K
|
4.41K
$2.36M
|
|
|
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
$1.5M
|
|