Purchases and Sales Made in Q4 2024 in Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 4.81% |
$16.7K - $22.7K
|
981
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43+ 2.41% |
$15.9K - $21.7K
|
1.83K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
41+ 32.54% |
$15.2K - $20.7K
|
167
$91.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
40+ 1.82% |
$14.8K - $20.2K
|
2.24K
$1.23M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$14.8K - $20.2K
|
40
$22K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
39New |
$14.5K - $19.7K
|
39
$21.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
37+ 0.74% |
$13.7K - $18.7K
|
5.06K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
33+ 0.81% |
$12.2K - $16.6K
|
4.1K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 1.78% |
$11.9K - $16.1K
|
1.83K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
32New |
$11.9K - $16.1K
|
32
$17.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
31+ 41.33% |
$11.5K - $15.6K
|
106
$58.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
29+ 3.82% |
$10.7K - $14.6K
|
788
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
28+ 28.57% |
$10.4K - $14.1K
|
126
$69.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26+ 866.67% |
$9.64K - $13.1K
|
29
$16K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 15.65% |
$8.53K - $11.6K
|
170
$93.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$8.15K - $11.1K
|
22
$12.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21+ 12.21% |
$7.78K - $10.6K
|
193
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 13.87% |
$7.04K - $9.58K
|
156
$85.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.58% |
$6.67K - $9.07K
|
3.14K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17+ 188.89% |
$6.3K - $8.57K
|
26
$14.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 4.24% |
$5.93K - $8.07K
|
393
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
16New |
$5.93K - $8.07K
|
16
$8.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16+ 1.19% |
$5.93K - $8.07K
|
1.36K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15New |
$5.56K - $7.56K
|
15
$8.26K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15New |
$5.56K - $7.56K
|
15
$8.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 53.85% |
$5.19K - $7.06K
|
40
$22K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 1300.0% |
$4.82K - $6.55K
|
14
$7.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$4.45K - $6.05K
|
12
$6.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12+ 1.32% |
$4.45K - $6.05K
|
919
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11+ 1100.0% |
$4.08K - $5.55K
|
12
$6.61K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
10+ 0.76% |
$3.71K - $5.04K
|
1.33K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9New |
$3.34K - $4.54K
|
9
$4.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 1.17% |
$3.34K - $4.54K
|
780
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.14% |
$3.34K - $4.54K
|
6.45K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
9+ 52.94% |
$3.34K - $4.54K
|
26
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.05% |
$2.59K - $3.53K
|
12.8K
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7+ 4.07% |
$2.59K - $3.53K
|
179
$98.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 10.71% |
$2.22K - $3.02K
|
62
$34.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 4.65% |
$2.22K - $3.02K
|
135
$74.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$2.22K - $3.02K
|
6
$3.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$1.85K - $2.52K
|
5
$2.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
5+ 0.0% |
$1.85K - $2.52K
|
145K
$79.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.66% |
$1.48K - $2.02K
|
606
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
4+ 7.02% |
$1.48K - $2.02K
|
61
$33.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 20.0% |
$1.48K - $2.02K
|
24
$13.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$1.11K - $1.51K
|
3
$1.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3New |
$1.11K - $1.51K
|
3
$1.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$1.11K - $1.51K
|
3
$1.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$1.11K - $1.51K
|
3
$1.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 7.41% |
$741 - $1.01K
|
29
$16K
|