Purchases and Sales Made in Q1 2024 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q1 2024. The information is specifically focused on institutions that hold shares of COMFORT SYSTEMS USA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.66% |
$1.76K - $2.91K
|
1.36K
$598K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 76.92% |
$1.96K - $3.23K
|
3
$1.32K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-14- 22.22% |
$2.74K - $4.53K
|
49
$21.5K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-15- 1.26% |
$2.94K - $4.85K
|
1.18K
$518K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-17- 18.48% |
$3.33K - $5.5K
|
75
$32.9K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-19- 1.98% |
$3.72K - $6.14K
|
940
$413K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 38.46% |
$3.92K - $6.47K
|
32
$14K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-21- 1.22% |
$4.11K - $6.79K
|
1.7K
$746K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-24- 1.59% |
$4.7K - $7.76K
|
1.49K
$653K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 97.14% |
$6.66K - $11K
|
1
$439
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-34- 1.7% |
$6.66K - $11K
|
1.97K
$864K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 52.63% |
$7.84K - $12.9K
|
36
$15.8K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-42- 10.5% |
$8.23K - $13.6K
|
358
$157K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 8.2% |
$9.01K - $14.9K
|
515
$226K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-46- 18.7% |
$9.01K - $14.9K
|
200
$87.8K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-51- 50.0% |
$9.99K - $16.5K
|
51
$22.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53- 3.57% |
$10.4K - $17.1K
|
1.43K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-53- 0.46% |
$10.4K - $17.1K
|
11.4K
$5.01M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-56- 4.64% |
$11K - $18.1K
|
1.15K
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58- 1.18% |
$11.4K - $18.8K
|
4.84K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-60- 1.16% |
$11.8K - $19.4K
|
5.11K
$2.24M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-65- 2.55% |
$12.7K - $21K
|
2.49K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-67- 6.22% |
$13.1K - $21.7K
|
1.01K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-80- 4.61% |
$15.7K - $25.9K
|
1.66K
$726K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-93- 8.05% |
$18.2K - $30.1K
|
1.06K
$466K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-94- 5.95% |
$18.4K - $30.4K
|
1.49K
$653K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 2.3% |
$19.6K - $32.3K
|
4.24K
$1.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.32% |
$19.6K - $32.3K
|
2.91K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-102- 6.62% |
$20K - $33K
|
1.44K
$631K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-112- 6.33% |
$21.9K - $36.2K
|
1.66K
$727K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-115- 5.57% |
$22.5K - $37.2K
|
1.95K
$856K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-128- 11.3% |
$25.1K - $41.4K
|
1.01K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-134- 7.9% |
$26.2K - $43.3K
|
1.56K
$686K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-140- 6.63% |
$27.4K - $45.3K
|
1.97K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-149- 7.42% |
$29.2K - $48.2K
|
1.86K
$816K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-150- 6.07% |
$29.4K - $48.5K
|
2.32K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-163- 4.78% |
$31.9K - $52.7K
|
3.25K
$1.43M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-168- 17.67% |
$32.9K - $54.3K
|
783
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-171- 11.44% |
$33.5K - $55.3K
|
1.32K
$581K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-184- 1.84% |
$36K - $59.5K
|
9.82K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-189- 8.96% |
$37K - $61.1K
|
1.92K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-210- 6.02% |
$41.1K - $67.9K
|
3.28K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-215- 14.9% |
$42.1K - $69.5K
|
1.23K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-228- 17.21% |
$44.7K - $73.7K
|
1.1K
$481K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-255- 10.44% |
$50K - $82.4K
|
2.19K
$960K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-269- 4.7% |
$52.7K - $87K
|
5.45K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-271- 85.22% |
$53.1K - $87.6K
|
47
$20.6K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-282- 25.07% |
$55.2K - $91.2K
|
843
$370K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-306- 30.33% |
$59.9K - $98.9K
|
703
$309K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-332- 31.92% |
$65K - $107K
|
708
$311K
|