Latest Institutional Purchases of Comfort Systems Usa Inc (FIX)
This list provides information on the latest institutional transactions involving Comfort Systems Usa Inc (FIX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$9.4K - $16.5K
|
30
$16.5K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$9.4K - $16.5K
|
30
$16.5K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27+ 49.09% |
$8.46K - $14.9K
|
82
$45.1K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.54% |
$8.14K - $14.3K
|
4.82K
$2.65M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.49% |
$7.2K - $12.7K
|
4.67K
$2.57M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
23New |
$7.2K - $12.7K
|
23
$12.7K
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21+ 1.91% |
$6.58K - $11.6K
|
1.12K
$615K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 24.69% |
$6.27K - $11K
|
101
$55.6K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
18+ 2.0% |
$5.64K - $9.9K
|
916
$504K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 1.27% |
$5.64K - $9.9K
|
1.43K
$788K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 7.62% |
$5.01K - $8.8K
|
226
$124K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16+ 1.04% |
$5.01K - $8.8K
|
1.56K
$856K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15+ 0.14% |
$4.7K - $8.25K
|
10.4K
$5.73M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
13New |
$4.07K - $7.15K
|
13
$7.16K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 133.33% |
$3.76K - $6.6K
|
21
$11.6K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$3.45K - $6.05K
|
15.8K
$8.7M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$3.45K - $6.05K
|
11
$6.06K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10+ 0.57% |
$3.13K - $5.5K
|
1.78K
$979K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10+ 1.12% |
$3.13K - $5.5K
|
906
$499K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
9New |
$2.82K - $4.95K
|
9
$4.95K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 5.59% |
$2.82K - $4.95K
|
170
$93.6K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9+ 0.87% |
$2.82K - $4.95K
|
1.04K
$572K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 133.33% |
$2.51K - $4.4K
|
14
$7.71K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 350.0% |
$2.19K - $3.85K
|
9
$4.95K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$1.88K - $3.3K
|
6
$3.3K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.7% |
$1.57K - $2.75K
|
718
$395K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 6.67% |
$1.57K - $2.75K
|
80
$44K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$1.57K - $2.75K
|
8
$4.4K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$1.25K - $2.2K
|
4
$2.2K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 16.67% |
$1.25K - $2.2K
|
28
$15.4K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.25K - $2.2K
|
4
$2.2K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.04% |
$940 - $1.65K
|
7.89K
$4.34M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3New |
$940 - $1.65K
|
3
$1.65K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$627 - $1.1K
|
2
$1.1K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 7.69% |
$627 - $1.1K
|
28
$15.4K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$627 - $1.1K
|
2
$1.1K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2New |
$627 - $1.1K
|
2
$1.1K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.24% |
$627 - $1.1K
|
833
$459K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$627 - $1.1K
|
2
$1.1K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$313 - $550
|
1
$551
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1+ 33.33% |
$313 - $550
|
4
$2.2K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$313 - $550
|
1
$551
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1New |
$313 - $550
|
1
$551
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 11.11% |
$313 - $550
|
10
$5.51K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$313 - $550
|
1
$551
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $550
|
1.91K
$1.05M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$313 - $550
|
1
$551
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 14.29% |
$313 - $550
|
8
$4.4K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$313 - $550
|
1
$551
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|