Purchases and Sales Made in Q1 2025 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
256+ 26.12% |
$80.2K - $141K
|
1.24K
$671K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
256+ 136.9% |
$80.2K - $141K
|
443
$241K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
256+ 6.92% |
$80.2K - $141K
|
3.96K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
250New |
$78.3K - $138K
|
250
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
244+ 20.94% |
$76.4K - $134K
|
1.41K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
241+ 22.46% |
$75.5K - $133K
|
1.31K
$713K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
240+ 44.44% |
$75.2K - $132K
|
780
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
239+ 27.69% |
$74.9K - $132K
|
1.1K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
231+ 29.39% |
$72.4K - $127K
|
1.02K
$552K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
228+ 48.51% |
$71.4K - $125K
|
698
$379K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
208+ 26.67% |
$65.2K - $114K
|
988
$536K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
202+ 70.14% |
$63.3K - $111K
|
490
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
190+ 9.42% |
$59.5K - $105K
|
2.21K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
186+ 2.2% |
$58.3K - $102K
|
8.63K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
167+ 19.35% |
$52.3K - $91.9K
|
1.03K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
166+ 30.86% |
$52K - $91.3K
|
704
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
159+ 21.14% |
$49.8K - $87.5K
|
911
$495K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
159+ 203.85% |
$49.8K - $87.5K
|
237
$129K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
158+ 1.36% |
$49.5K - $86.9K
|
11.8K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
158+ 2.32% |
$49.5K - $86.9K
|
6.96K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
157New |
$49.2K - $86.4K
|
157
$85.2K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
151+ 4.33% |
$47.3K - $83.1K
|
3.64K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
145+ 14.92% |
$45.4K - $79.8K
|
1.12K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
144+ 342.86% |
$45.1K - $79.2K
|
186
$101K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
140+ 37.23% |
$43.9K - $77K
|
516
$280K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
133+ 26.87% |
$41.7K - $73.2K
|
628
$341K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
130+ 72.63% |
$40.7K - $71.5K
|
309
$168K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
117+ 75.0% |
$36.7K - $64.4K
|
273
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
115+ 2.84% |
$36K - $63.3K
|
4.16K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
115+ 11.72% |
$36K - $63.3K
|
1.1K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
103+ 3.22% |
$32.3K - $56.7K
|
3.3K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
102+ 11.1% |
$32K - $56.1K
|
1.02K
$554K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
101+ 40.4% |
$31.6K - $55.6K
|
351
$191K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.02% |
$31.3K - $55K
|
9.9K
$5.38M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 1.23% |
$31.3K - $55K
|
8.2K
$4.45M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.19% |
$31.3K - $55K
|
8.5K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
96+ 9.01% |
$30.1K - $52.8K
|
1.16K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
96New |
$30.1K - $52.8K
|
96
$52.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
90+ 9.84% |
$28.2K - $49.5K
|
1.01K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
83+ 259.38% |
$26K - $45.7K
|
115
$62.4K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78+ 40.41% |
$24.4K - $42.9K
|
271
$147K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 257.14% |
$22.6K - $39.6K
|
100
$54.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
71+ 4.51% |
$22.2K - $39.1K
|
1.65K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
70+ 55.56% |
$21.9K - $38.5K
|
196
$106K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
70+ 3.71% |
$21.9K - $38.5K
|
1.96K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 5.15% |
$21.9K - $38.5K
|
1.43K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
69+ 0.95% |
$21.6K - $38K
|
7.3K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 106.9% |
$19.4K - $34.1K
|
120
$65.2K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60+ 4.01% |
$18.8K - $33K
|
1.56K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
56+ 7.61% |
$17.5K - $30.8K
|
792
$430K
|