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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$2.97K - $5.36K
|
10
$5.51K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$2.08K - $3.75K
|
7
$3.85K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 4.0% |
$1.19K - $2.14K
|
104
$57.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
4New |
$1.19K - $2.14K
|
4
$2.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 5.13% |
$1.19K - $2.14K
|
82
$45.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$1.19K - $2.14K
|
4
$2.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 11.54% |
$890 - $1.61K
|
29
$16K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.11% |
$890 - $1.61K
|
2.62K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$593 - $1.07K
|
2
$1.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$297 - $536
|
1
$551
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 44.44% |
$1.19K - $2.14K
|
5
$2.75K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 0.36% |
$1.19K - $2.14K
|
1.09K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-5- 0.35% |
$1.48K - $2.68K
|
1.43K
$784K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-12- 1.85% |
$3.56K - $6.43K
|
637
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-26- 0.47% |
$7.71K - $13.9K
|
5.49K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-60- 35.71% |
$17.8K - $32.2K
|
108
$59.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-72- 3.26% |
$21.3K - $38.6K
|
2.13K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-143- 40.74% |
$42.4K - $76.7K
|
208
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-167- 14.24% |
$49.5K - $89.5K
|
1.01K
$554K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-210- 5.05% |
$62.3K - $113K
|
3.95K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-218- 11.8% |
$64.6K - $117K
|
1.63K
$897K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-263- 3.05% |
$78K - $141K
|
8.37K
$4.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-286- 23.14% |
$84.8K - $153K
|
950
$523K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-348- 30.58% |
$103K - $187K
|
790
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-394- 16.02% |
$117K - $211K
|
2.07K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-419- 24.85% |
$124K - $225K
|
1.27K
$697K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-421- 0.54% |
$125K - $226K
|
77K
$42.4M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 17.24% |
$148K - $268K
|
2.4K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-577- 9.05% |
$171K - $309K
|
5.8K
$3.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-602- 30.79% |
$178K - $323K
|
1.35K
$745K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-603- 40.5% |
$179K - $323K
|
886
$488K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.52K- 80.07% |
$449K - $812K
|
377
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-2.41K- 75.37% |
$715K - $1.29M
|
788
$434K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.41K- 4.37% |
$1.01M - $1.83M
|
74.6K
$41.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
SELL
|
- |
-5.87K- 63.71% |
$1.74M - $3.15M
|
3.34K
$1.84M
|