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 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
10+ 55.56% |
$841 - $1.08K
|
28
$15K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2New |
$168 - $217
|
2
$1.07K
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-39- 6.72% |
$3.28K - $4.23K
|
541
$289K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-15Closed |
$1.13K - $1.39K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-178Closed |
$13.4K - $16.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-295- 7.29% |
$22.2K - $27.3K
|
3.75K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 0.86% |
$37.7K - $46.3K
|
58.5K
$31.3M
|
|
Aug 12, 2022
Q2 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-3.29KClosed |
$248K - $305K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-289- 7.91% |
$21.8K - $26.7K
|
3.36K
$1.8M
|
|
Aug 10, 2022
Q2 2022
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-70- 0.55% |
$5.27K - $6.48K
|
12.6K
$6.71M
|
|
Aug 09, 2022
Q2 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-11.4KClosed |
$855K - $1.05M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-90Closed |
$6.78K - $8.33K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3Closed |
$226 - $278
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-19Closed |
$1.43K - $1.76K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 26.45% |
$2.41K - $2.96K
|
89
$47.6K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
57New |
$4.29K - $5.28K
|
57
$30.5K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16New |
$1.21K - $1.48K
|
16
$8.56K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.12% |
$75.3 - $92.6
|
832
$445K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-252- 8.64% |
$19K - $23.3K
|
2.67K
$1.43M
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-15Closed |
$1.13K - $1.39K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
25KNew |
$1.89M - $2.32M
|
25K
$13.4M
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.51KClosed |
$189K - $232K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
80New |
$6.03K - $7.4K
|
80
$42.8K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-50Closed |
$3.77K - $4.63K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-137Closed |
$10.3K - $12.7K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-2.39KClosed |
$180K - $221K
|
0
$0
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
10K+ 3.13% |
$827K - $993K
|
330K
$177M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13Closed |
$1.07K - $1.29K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-5.6KClosed |
$463K - $556K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-33KClosed |
$2.73M - $3.28M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$24.8K - $29.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6.66KClosed |
$551K - $661K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-5.37KClosed |
$444K - $533K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100Closed |
$8.27K - $9.93K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-144Closed |
$11.9K - $14.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-15KClosed |
$1.24M - $1.49M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-40Closed |
$3.31K - $3.97K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
513+ 4.62% |
$42.4K - $50.9K
|
11.6K
$6.21M
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-451KClosed |
$37.3M - $44.8M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-15Closed |
$1.24K - $1.49K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$1.32K - $1.59K
|
16
$8.56K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143Closed |
$11.8K - $14.2K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-264Closed |
$19.6K - $27.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-175Closed |
$13K - $18K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-8.3KClosed |
$615K - $853K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-162- 77.14% |
$12K - $16.7K
|
48
$25.7K
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-525Closed |
$38.9K - $54K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470Closed |
$34.8K - $48.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-44.5KClosed |
$3.29M - $4.57M
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-50Closed |
$3.7K - $5.14K
|
0
$0
|