Purchases and Sales Made in Q2 2025 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
60.6K+ 7675.16% |
$18M - $32.5M
|
61.3K
$33.8M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.21KNew |
$1.84M - $3.33M
|
6.21K
$3.42M
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
6.02K+ 162.53% |
$1.78M - $3.23M
|
9.72K
$5.35M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.75KNew |
$1.7M - $3.08M
|
5.75K
$3.16M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.44K+ 73.78% |
$1.61M - $2.92M
|
12.8K
$7.06M
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.13K+ 21.76% |
$1.52M - $2.75M
|
28.7K
$15.8M
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.01KNew |
$1.19M - $2.15M
|
4.01K
$2.21M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
3.88K+ 3.61% |
$1.15M - $2.08M
|
111K
$61.4M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.11K+ 17.01% |
$923K - $1.67M
|
21.4K
$11.8M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.94K+ 314.1% |
$872K - $1.58M
|
3.88K
$2.13M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85K+ 40.38% |
$549K - $992K
|
6.43K
$3.54M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.61K+ 4.21% |
$477K - $863K
|
39.9K
$21.9M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.36KNew |
$403K - $729K
|
1.36K
$749K
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.31KNew |
$387K - $700K
|
1.31K
$719K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.07KNew |
$316K - $572K
|
1.07K
$587K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
879New |
$261K - $471K
|
879
$484K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
809+ 19.23% |
$240K - $434K
|
5.02K
$2.76M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
807+ 12.59% |
$239K - $433K
|
7.22K
$3.97M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
747+ 5.76% |
$221K - $401K
|
13.7K
$7.55M
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
637New |
$189K - $342K
|
637
$351K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
555New |
$165K - $298K
|
555
$306K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
479New |
$142K - $257K
|
479
$264K
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
466New |
$138K - $250K
|
466
$257K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
449New |
$133K - $241K
|
449
$247K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
440New |
$130K - $236K
|
440
$242K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
429New |
$127K - $230K
|
429
$236K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
422New |
$125K - $226K
|
422
$232K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
412New |
$122K - $221K
|
412
$227K
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
410New |
$122K - $220K
|
410
$226K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
384New |
$114K - $206K
|
384
$211K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
374New |
$111K - $201K
|
374
$206K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
313+ 40.86% |
$92.8K - $168K
|
1.08K
$594K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
250+ 9.1% |
$74.1K - $134K
|
3K
$1.65M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
219+ 27.76% |
$64.9K - $117K
|
1.01K
$555K
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
133+ 11.91% |
$39.4K - $71.3K
|
1.25K
$688K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
119New |
$35.3K - $63.8K
|
119
$65.5K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 10.62% |
$34.7K - $62.7K
|
1.22K
$671K
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
109+ 12.65% |
$32.3K - $58.4K
|
971
$535K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
93+ 22.91% |
$27.6K - $49.9K
|
499
$275K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
86+ 1.1% |
$25.5K - $46.1K
|
7.92K
$4.36M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 18.89% |
$25.2K - $45.6K
|
535
$295K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 25.51% |
$14.8K - $26.8K
|
246
$135K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
41+ 4.37% |
$12.2K - $22K
|
979
$539K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
39+ 0.09% |
$11.6K - $20.9K
|
44.1K
$24.3M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35New |
$10.4K - $18.8K
|
35
$19.3K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 1.99% |
$10.1K - $18.2K
|
1.74K
$957K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 12.43% |
$6.52K - $11.8K
|
199
$110K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16New |
$4.74K - $8.58K
|
16
$8.81K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.64% |
$3.85K - $6.97K
|
2.05K
$1.13M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
12+ 1.89% |
$3.56K - $6.43K
|
646
$356K
|