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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 16.67% |
$1.25K - $2.2K
|
28
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$1.25K - $2.2K
|
4
$2.17K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.04% |
$940 - $1.65K
|
7.89K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3New |
$940 - $1.65K
|
3
$1.63K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2New |
$627 - $1.1K
|
2
$1.09K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$627 - $1.1K
|
2
$1.09K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.24% |
$627 - $1.1K
|
833
$452K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 7.69% |
$627 - $1.1K
|
28
$15.2K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$627 - $1.1K
|
2
$1.09K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 11.11% |
$313 - $550
|
10
$5.43K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$313 - $550
|
1
$543
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 14.29% |
$313 - $550
|
8
$4.34K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1New |
$313 - $550
|
1
$543
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $550
|
1.91K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.6% |
$313 - $550
|
168
$91.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$313 - $550
|
1
$543
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1+ 33.33% |
$313 - $550
|
4
$2.17K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$313 - $550
|
1
$543
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$313 - $550
|
1
$543
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$313 - $550
|
1
$543
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.29% |
$313 - $550
|
341
$185K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.19% |
$313 - $550
|
514
$279K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.05% |
$627 - $1.1K
|
4.31K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 50.0% |
$940 - $1.65K
|
3
$1.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3- 2.83% |
$940 - $1.65K
|
103
$55.9K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4- 0.54% |
$1.25K - $2.2K
|
742
$403K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 19.23% |
$1.57K - $2.75K
|
21
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.36% |
$1.57K - $2.75K
|
1.39K
$756K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.19% |
$1.57K - $2.75K
|
2.61K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.22% |
$2.19K - $3.85K
|
3.13K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8- 0.11% |
$2.51K - $4.4K
|
7.19K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-9- 0.2% |
$2.82K - $4.95K
|
4.43K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-10Closed |
$3.13K - $5.5K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11- 0.91% |
$3.45K - $6.05K
|
1.2K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-11- 1.0% |
$3.45K - $6.05K
|
1.09K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-12- 1.36% |
$3.76K - $6.6K
|
868
$471K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-13- 1.07% |
$4.07K - $7.15K
|
1.2K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-13- 92.86% |
$4.07K - $7.15K
|
1
$543
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14- 13.46% |
$4.39K - $7.7K
|
90
$48.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 2.01% |
$5.01K - $8.8K
|
782
$425K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-16- 1.85% |
$5.01K - $8.8K
|
850
$462K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-17- 0.1% |
$5.33K - $9.35K
|
17K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-19- 0.96% |
$5.95K - $10.5K
|
1.96K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-25- 0.56% |
$7.83K - $13.8K
|
4.42K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 23.08% |
$9.4K - $16.5K
|
100
$54.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 42.86% |
$9.4K - $16.5K
|
40
$21.7K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-39- 25.66% |
$12.2K - $21.5K
|
113
$61.4K
|