Institutional Ownership Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX). We have compiled data on the 625 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
900
shares
|
$394,965
0.08% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
900
shares
|
$394,965
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
895
shares
|
$392,770
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
875
shares
|
$383,993
0.01% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
869
shares
|
$381,360
0.02% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
848
shares
|
$372,144
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
834
shares
|
$366,000
0.01% of portfolio
|
Q3 2024
Reduced 39.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
832
shares
|
$365,123
0.05% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
830
shares
|
$364,245
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
830
shares
|
$364,245
0.03% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
828
shares
|
$363,367
0.02% of portfolio
|
Q3 2024
Added 181.63%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
820
shares
|
$359,857
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
816
shares
|
$358,101
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
814
shares
|
$357,223
0.01% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
800
shares
|
$351,080
0.02% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
797
shares
|
$349,763
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
790
shares
|
$346,691
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
788
shares
|
$345,813
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
782
shares
|
$343,180
0.09% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
780
shares
|
$342,303
0.01% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
777
shares
|
$340,986
0.06% of portfolio
|
Q3 2024
Reduced 62.34%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
776
shares
|
$340,547
0.01% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
771
shares
|
$338,353
0.01% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
759
shares
|
$333,087
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
746
shares
|
$327,382
0.09% of portfolio
|
Q3 2024
New holding
|