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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
56+ 14.21% |
$17.5K - $30.8K
|
450
$244K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
52+ 0.27% |
$16.3K - $28.6K
|
19.1K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
52+ 3.49% |
$16.3K - $28.6K
|
1.54K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
52+ 6.94% |
$16.3K - $28.6K
|
801
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$15.7K - $27.5K
|
50
$27.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
45+ 7.22% |
$14.1K - $24.8K
|
668
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
43New |
$13.5K - $23.7K
|
43
$23.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
43+ 36.75% |
$13.5K - $23.7K
|
160
$86.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
42+ 0.05% |
$13.2K - $23.1K
|
78K
$42.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 31.11% |
$13.2K - $23.1K
|
177
$96.1K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
40+ 1.88% |
$12.5K - $22K
|
2.17K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37New |
$11.6K - $20.4K
|
37
$20.1K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
37+ 54.41% |
$11.6K - $20.4K
|
105
$57K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
34+ 0.91% |
$10.7K - $18.7K
|
3.77K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
33+ 0.09% |
$10.3K - $18.2K
|
35.7K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
33+ 82.5% |
$10.3K - $18.2K
|
73
$39.6K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$9.4K - $16.5K
|
30
$16.3K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$9.4K - $16.5K
|
30
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
30New |
$9.4K - $16.5K
|
30
$16.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27+ 49.09% |
$8.46K - $14.9K
|
82
$44.5K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.54% |
$8.14K - $14.3K
|
4.82K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
23New |
$7.2K - $12.7K
|
23
$12.5K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.49% |
$7.2K - $12.7K
|
4.67K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21+ 1.91% |
$6.58K - $11.6K
|
1.12K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 24.69% |
$6.27K - $11K
|
101
$54.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 1.27% |
$5.64K - $9.9K
|
1.43K
$777K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
18+ 1.96% |
$5.64K - $9.9K
|
936
$508K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
18+ 2.0% |
$5.64K - $9.9K
|
916
$497K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16+ 0.03% |
$5.01K - $8.8K
|
49.1K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 7.62% |
$5.01K - $8.8K
|
226
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16+ 1.04% |
$5.01K - $8.8K
|
1.56K
$844K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15+ 0.14% |
$4.7K - $8.25K
|
10.4K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 3.31% |
$4.07K - $7.15K
|
406
$220K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
13New |
$4.07K - $7.15K
|
13
$7.06K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 85.71% |
$3.76K - $6.6K
|
26
$14.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 133.33% |
$3.76K - $6.6K
|
21
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$3.45K - $6.05K
|
15.8K
$8.58M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$3.45K - $6.05K
|
11
$5.97K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10+ 0.57% |
$3.13K - $5.5K
|
1.78K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10+ 1.12% |
$3.13K - $5.5K
|
906
$492K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 5.59% |
$2.82K - $4.95K
|
170
$92.3K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
9New |
$2.82K - $4.95K
|
9
$4.89K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9+ 0.87% |
$2.82K - $4.95K
|
1.04K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 133.33% |
$2.51K - $4.4K
|
14
$7.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 350.0% |
$2.19K - $3.85K
|
9
$4.89K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$1.88K - $3.3K
|
6
$3.26K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.7% |
$1.57K - $2.75K
|
718
$390K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$1.57K - $2.75K
|
8
$4.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 6.67% |
$1.57K - $2.75K
|
80
$43.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.25K - $2.2K
|
4
$2.17K
|