Purchases and Sales Made in Q4 2023 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
863New |
$131K - $181K
|
863
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
775+ 6.43% |
$118K - $162K
|
12.8K
$7.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
757+ 4.34% |
$115K - $158K
|
18.2K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
743New |
$113K - $155K
|
743
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
632+ 8.75% |
$96.1K - $132K
|
7.85K
$4.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
608New |
$92.5K - $127K
|
608
$335K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
576+ 10.55% |
$87.6K - $121K
|
6.04K
$3.32M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
565+ 2.95% |
$85.9K - $118K
|
19.7K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
565New |
$85.9K - $118K
|
565
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
498+ 26.39% |
$75.8K - $104K
|
2.39K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
474+ 1.56% |
$72.1K - $99.2K
|
30.9K
$17M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
461+ 6.21% |
$70.1K - $96.5K
|
7.88K
$4.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
455+ 8.16% |
$69.2K - $95.2K
|
6.03K
$3.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
448+ 5.61% |
$68.1K - $93.7K
|
8.44K
$4.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
448+ 30.62% |
$68.1K - $93.7K
|
1.91K
$1.05M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
398+ 71.97% |
$60.5K - $83.3K
|
951
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
389New |
$59.2K - $81.4K
|
389
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
368New |
$56K - $77K
|
368
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
349New |
$53.1K - $73K
|
349
$192K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
325+ 8.09% |
$49.4K - $68K
|
4.34K
$2.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
315+ 14.6% |
$47.9K - $65.9K
|
2.47K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
310+ 14.54% |
$47.2K - $64.9K
|
2.44K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
307+ 28.85% |
$46.7K - $64.2K
|
1.37K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
301New |
$45.8K - $63K
|
301
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300New |
$45.6K - $62.8K
|
300
$165K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
281New |
$42.7K - $58.8K
|
281
$155K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
200+ 8.7% |
$30.4K - $41.8K
|
2.5K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
194+ 1763.64% |
$29.5K - $40.6K
|
205
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
190+ 0.16% |
$28.9K - $39.8K
|
122K
$67.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
169+ 12.85% |
$25.7K - $35.4K
|
1.48K
$817K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
145+ 3.17% |
$22.1K - $30.3K
|
4.71K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
124New |
$18.9K - $25.9K
|
124
$68.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
124New |
$18.9K - $25.9K
|
124
$68.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
119New |
$18.1K - $24.9K
|
119
$65.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
118+ 6.69% |
$18K - $24.7K
|
1.88K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$12.3K - $16.9K
|
81
$44.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75New |
$11.4K - $15.7K
|
75
$41.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
72New |
$11K - $15.1K
|
72
$39.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 147.83% |
$10.3K - $14.2K
|
114
$62.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 13.79% |
$10.3K - $14.2K
|
561
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68+ 17.57% |
$10.3K - $14.2K
|
455
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
67+ 2.23% |
$10.2K - $14K
|
3.08K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
64+ 3.73% |
$9.74K - $13.4K
|
1.78K
$979K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
63New |
$9.58K - $13.2K
|
63
$34.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
60+ 3.34% |
$9.13K - $12.6K
|
1.86K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
57New |
$8.67K - $11.9K
|
57
$31.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
55New |
$8.37K - $11.5K
|
55
$30.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50New |
$7.61K - $10.5K
|
50
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47New |
$7.15K - $9.83K
|
47
$25.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44+ 2.64% |
$6.69K - $9.21K
|
1.71K
$943K
|