Purchases and Sales Made in Q2 2023 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
206+ 13.95% |
$26.6K - $34.3K
|
1.68K
$573K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
178+ 7.79% |
$23K - $29.6K
|
2.46K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
157+ 1.11% |
$20.3K - $26.1K
|
14.3K
$4.86M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
128+ 2.97% |
$16.6K - $21.3K
|
4.44K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
114+ 0.61% |
$14.7K - $19K
|
18.7K
$6.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
111+ 5.96% |
$14.4K - $18.5K
|
1.97K
$672K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
110New |
$14.2K - $18.3K
|
110
$37.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 32.47% |
$12.9K - $16.6K
|
408
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
83+ 592.86% |
$10.7K - $13.8K
|
97
$33K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
78+ 2.74% |
$10.1K - $13K
|
2.93K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
73New |
$9.44K - $12.1K
|
73
$24.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
72+ 16.29% |
$9.31K - $12K
|
514
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
61+ 129.79% |
$7.89K - $10.1K
|
108
$36.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
59New |
$7.63K - $9.81K
|
59
$20.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$6.08K - $7.82K
|
47
$16K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
45+ 6.7% |
$5.82K - $7.48K
|
717
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
37+ 23.57% |
$4.78K - $6.15K
|
194
$66K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
29+ 1.55% |
$3.75K - $4.82K
|
1.9K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
29+ 1.51% |
$3.75K - $4.82K
|
1.94K
$662K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
28+ 1.36% |
$3.62K - $4.66K
|
2.08K
$709K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 22.05% |
$3.62K - $4.66K
|
155
$52.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
27New |
$3.49K - $4.49K
|
27
$9.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27+ 1.57% |
$3.49K - $4.49K
|
1.74K
$593K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
22+ 1.6% |
$2.84K - $3.66K
|
1.4K
$476K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$2.72K - $3.49K
|
21
$7.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.9% |
$2.59K - $3.33K
|
2.25K
$767K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
19New |
$2.46K - $3.16K
|
19
$6.47K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 13.39% |
$1.94K - $2.49K
|
127
$43.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11+ 0.61% |
$1.42K - $1.83K
|
1.81K
$615K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$776 - $998
|
6
$2.04K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$517 - $665
|
4
$1.36K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.04% |
$517 - $665
|
9.2K
$3.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 8.33% |
$259 - $333
|
26
$8.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$259 - $333
|
2
$681
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $166
|
3.14K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$129 - $166
|
2.11K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.94% |
$129 - $166
|
33
$11.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$129 - $166
|
9
$3.06K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 9.09% |
$129 - $166
|
10
$3.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 13.33% |
$259 - $333
|
13
$4.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-4- 0.01% |
$517 - $665
|
46K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6- 0.15% |
$776 - $998
|
4.02K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6- 0.2% |
$776 - $998
|
2.97K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-9- 0.02% |
$1.16K - $1.5K
|
36.7K
$12.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-15- 6.07% |
$1.94K - $2.49K
|
232
$79K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-19- 0.68% |
$2.46K - $3.16K
|
2.79K
$950K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-20- 30.3% |
$2.59K - $3.33K
|
46
$15.7K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-20Closed |
$2.59K - $3.33K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-22- 1.13% |
$2.84K - $3.66K
|
1.92K
$653K
|