Skip to content
Disclosery

FIX COMFORT SYS USA INC

Follow

Stock (common), issuer CIK 1035983

647 managers (665 13F filers) reported a position in FIX shares at 2024-12-31, 33,955,819 shares in all. 101 filers opened a position and 55 filers sold out during the quarter.

Managers
647
13F filers
665
New
101
Added
222
Reduced
236
Sold out
55
Shares held by filers
33,955,819

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SkyOak Wealth, LLC1,180$500K0.11%-9713F-HRTimeline
Portside Wealth Group, LLC1,165$494K0.08%-1,08913F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…1,164$493K0.01%new13F-HRTimeline
&PARTNERS1,073$481K0.01%+53413F-HRTimeline
Encompass More Asset Management1,127$478K0.16%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd1,105$469K0.18%new13F-HRTimeline
CIBC Asset Management Inc1,097$465K<0.01%+5413F-HRTimeline
Merit Financial Group, LLC1,079$458K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,080$457K0.01%-48013F-HRTimeline
Benchmark Investment Advisors LLC1,068$453K0.29%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,065$452K0.02%+41313F-HRTimeline
Amundiin group Amundi992$447K<0.01%-6013F-HRTimelineGroup
SCOTIA CAPITAL INC.1,052$446K<0.01%-2413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,049$445K0.04%-25113F-HRTimelineGroup
IBEX WEALTH ADVISORS1,044$443K0.05%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,030$437K<0.01%013F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC1,000$424K0.08%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC994$422K0.03%+6013F-HRTimeline
THOMPSON DAVIS & CO., INC.990$420K0.27%+9513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC990$420K0.01%-5,53513F-HRTimeline
SHERBROOKE PARK ADVISERS LLC990$420K0.13%new13F-HRTimeline
UMB Bank, n.a.981$416K0.01%+4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD PRIVATE CLIENT WEALTH LLC980$416K0.01%-10713F-HRTimeline
Precision Wealth Strategies, LLC972$412K0.32%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC968$410K0.05%-41813F-HRTimeline
Icon Wealth Advisors, LLC953$404K0.03%+7213F-HRTimeline
ANB BANK950$403K0.18%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/937$397K<0.01%+78613F-HRTimelineGroup
Moody Aldrich Partners LLC928$394K0.07%-213F-HRTimeline
EVOKE WEALTH, LLC919$390K0.01%+1213F-HRTimeline
Lifestyle Asset Management, Inc.918$389K0.21%-9413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management915$388K0.01%+10113F-HRTimelineGroup
L2 Asset Management, LLC913$387K0.08%-3513F-HRTimeline
Sunbelt Securities, Inc.895$384K0.03%+46613F-HRTimeline
Householder Group Estate & Retirement S…907$384K0.29%+12513F-HRTimeline
Knollwood Investment Advisory, LLC900$382K0.04%013F-HRTimeline
Bison Wealth, LLC898$381K0.05%13F-HRTimeline
SYON CAPITAL LLC898$381K0.03%-3313F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…896$380K0.12%+15013F-HRTimelineGroup
Impact Partnership Wealth, LLC893$379K0.08%-713F-HRTimeline
PROFUND ADVISORS LLC880$373K0.01%-14513F-HRTimeline
Applied Finance Capital Management, LLC876$371K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV875$371K<0.01%+28113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp875$371K<0.01%+25413F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co866$367K0.01%-913F-HRTimelineGroup
Farther Finance Advisors, LLC863$366K0.01%-26313F-HRTimeline
Blueshift Asset Management, LLC863$366K0.13%-29513F-HRTimeline
Gallacher Capital Management LLC855$363K0.18%+27613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC848$360K0.03%new13F-HRTimeline
Cresset Asset Management, LLC847$359K<0.01%-1,01013F-HRTimeline
ROYCE & ASSOCIATES LP845$358K<0.01%-5,57713F-HRTimeline
NewEdge Wealth, LLC840$356K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP831$352K0.01%+113F-HR/ATimelineGroup
Pinnacle Financial Partners Inc816$346K0.01%013F-HRTimeline
City Center Advisors, LLC811$344K0.39%-30213F-HRTimeline
Rafferty Asset Management, LLC810$343K<0.01%-1013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD800$339K0.05%new13F-HRTimelineGroup
Verdence Capital Advisors LLC799$339K0.03%-3113F-HRTimeline
IHT Wealth Management, LLC798$339K0.01%-5013F-HRTimeline
Plato Investment Management Ltd789$336K0.02%new13F-HRTimeline
Cyndeo Wealth Partners, LLC790$335K0.02%013F-HRTimeline
Dakota Wealth Management788$334K0.01%+2913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC788$334K<0.01%013F-HRTimelineGroup
PharVision Advisers, LLC786$333K0.28%13F-HRTimeline
Caprock Group, LLC780$331K0.01%+913F-HRTimeline
MGO ONE SEVEN LLC780$331K0.01%-5413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.732$329K<0.01%-813F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC757$321K0.02%+5013F-HRTimeline
Blue Trust, Inc.752$319K<0.01%-4513F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC749$318K0.01%new13F-HRTimeline
Callan Family Office, LLC746$316K0.02%new13F-HRTimeline
Moors & Cabot, Inc.738$313K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC736$312K0.01%-94313F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC713$302K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …700$297K0.01%new13F-HRTimelineGroup
Naviter Wealth, LLC700$297K0.04%new13F-HRTimeline
Northstar Advisory Group, LLC693$294K0.15%-75813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…688$292K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC688$292K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc667$283K0.12%013F-HRTimeline
Shay Capital LLC658$279K0.07%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC652$276K0.02%-14813F-HRTimeline
CASTLEARK MANAGEMENT LLC650$276K0.01%013F-HRTimeline
OPTIMIZE FINANCIAL INC.650$276K0.21%13F-HRTimeline
GAMMA Investing LLC641$272K0.02%+7913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC640$271K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC631$268K0.01%-513F-HRTimeline
Strategic Blueprint, LLC627$266K0.02%-2913F-HRTimeline
PFG Advisors623$264K0.02%new13F-HRTimeline
Abel Hall, LLC619$263K0.17%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC616$261K0.08%new13F-HRTimeline
Balboa Wealth Partners612$260K0.06%new13F-HRTimeline
Claret Asset Management Corp606$257K0.04%+413F-HRTimeline
HOLDERNESS INVESTMENTS CO605$257K0.06%new13F-HRTimeline
Keebeck Wealth Management604$256K0.04%new13F-HRTimeline
AXS Investments LLC600$254K0.07%013F-HRTimeline
PIAR LLC600$254K0.25%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…599$254K0.13%+8613F-HRTimelineGroup
Indie Asset Partners, LLC595$252K0.2%013F-HRTimeline
Connecticut Wealth Management, LLC590$250K0.01%013F-HRTimeline
Private Advisor Group, LLC588$249K<0.01%-46713F-HRTimeline
Dynamic Advisor Solutions LLC573$243K0.01%-53713F-HRTimeline
NorthCoast Asset Management LLC571$242K<0.01%new13F-HR/ATimeline
Sterling Capital Management LLC568$241K<0.01%-7413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…567$240K0.02%-2813F-HRTimelineGroup
FLOW TRADERS U.S. LLC567$240K0.01%new13F-HRTimeline
R Squared Ltd540$229K0.22%13F-HRTimeline
Leeward Financial Partners, LLC539$229K0.08%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC538$228K0.01%-3313F-HRTimeline
Ashton Thomas Private Wealth, LLC532$226K0.01%-1113F-HRTimeline
Glenview Trust Co531$225K<0.01%-24913F-HRTimeline
Bravias Capital Group, LLC515$225K0.18%13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP529$224K<0.01%new13F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC525$223K0.08%013F-HRTimeline
Gibbs Wealth Management525$223K0.06%-1,26913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…523$221K<0.01%new13F-HRTimelineGroup
Nicholas Wealth, LLC.500$220K0.12%new13F-HRTimeline
Covestor Ltd515$218K0.14%+5013F-HRTimeline
Belpointe Asset Management LLC607$215K0.01%-113F-HRTimeline
Net Worth Advisory Group506$215K0.07%-1513F-HRTimeline
RETIREMENT GUYS FORMULA LLC504$214K0.11%-6013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC499$212K0.04%new13F-HRTimeline
denkapparat Operations GmbH496$210K0.31%13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC495$210K0.05%-3,91213F-HRTimelineGroup
Brendel Financial Advisors LLC488$207K0.13%new13F-HRTimeline
Farringdon Capital, Ltd.481$204K0.08%13F-HRTimeline
State of Wyoming470$199K0.03%-52513F-HRTimeline
Comprehensive Financial Planning, Inc./…463$196K0.17%13F-HRTimeline
Parallel Advisors, LLC394$167K<0.01%+5213F-HRTimeline
SIGNATUREFD, LLC393$167K<0.01%+1613F-HRTimeline
Headlands Technologies LLC393$167K0.02%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…294$162K0.01%-53413F-HRTimeline
Quarry LP376$159K0.03%+17513F-HRTimeline
Castleview Partners, LLC349$150K0.08%013F-HR/ATimeline
GLOBEFLEX CAPITAL L P347$147K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc342$145K0.01%-13913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.288$122K0.03%+13613F-HRTimeline
Parkside Financial Bank & Trust264$112K0.01%+5213F-HRTimeline
Reyes Financial Architecture, Inc.250$106K0.08%13F-HRTimeline
Coston, McIsaac & Partners232$98K0.03%013F-HRTimeline
AlphaCentric Advisors LLC214$90.7K0.09%-3713F-HRTimeline
HARBOUR INVESTMENTS, INC.210$89.2K<0.01%+113F-HRTimeline
OARSMAN CAPITAL, INC.207$87.9K0.02%-213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK193$81.8K<0.01%+2113F-HRTimelineGroup
Financial Life Planners190$80.6K0.07%13F-HRTimeline
SBI Securities Co., Ltd.187$79.3K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC179$75.9K<0.01%+713F-HRTimelineGroup
IFP Advisors, Inc170$72.1K<0.01%+2313F-HRTimeline
V-Square Quantitative Management LLC167$70.8K0.01%+4113F-HRTimeline
Altshuler Shaham Ltd163$69.1K<0.01%new13F-HRTimeline
Transce3nd, LLC161$68.4K0.02%13F-HRTimeline
True Wealth Design, LLC156$66.2K0.03%+1913F-HRTimeline
Smartleaf Asset Management LLC152$65.3K0.01%+6113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO147$62.3K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC141$59.6K<0.01%-513F-HRTimeline
Rise Advisors, LLC138$58.7K0.03%013F-HRTimeline
GeoWealth Management, LLC137$58.1K<0.01%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB135$57.2K<0.01%+613F-HRTimeline
Byrne Asset Management LLC130$55.1K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…126$53.4K0.01%+2813F-HRTimeline
Rakuten Securities, Inc.117$49.6K0.02%-16913F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)112$48.1K<0.01%+10413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.104$45.4K<0.01%+5913F-HRTimelineGroup
PRIVATE TRUST CO NA106$45K<0.01%+3113F-HRTimeline
Anchor Investment Management, LLC94$39.9K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors86$36.5K0.01%+6713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC85$36K<0.01%+5513F-HRTimeline
Solstein Capital, LLC84$35.6K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…81$34.3K<0.01%+7713F-HRTimelineGroup
Lindbrook Capital, LLC78$33.1K<0.01%-313F-HRTimeline
BARRETT & COMPANY, INC.75$31.8K0.01%013F-HRTimeline
MAI Capital Management70$29.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$28.8K<0.01%013F-HRTimeline
LGT Financial Advisors LLC62$26.3K0.06%+613F-HRTimeline
Matrix Trust Co61$26K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC58$24.6K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC57$24.2K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC55$23.3K0.01%new13F-HRTimeline
Allworth Financial LP40$22K<0.01%+1413F-HRTimeline
Riggs Asset Managment Co. Inc.51$21.8K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.50$21.2K0.01%013F-HRTimeline
Eagle Bay Advisors LLC49$20.8K0.01%-913F-HRTimeline
Clearstead Advisors, LLC42$17.8K<0.01%-36313F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC42$17.8K0.02%013F-HRTimeline
Princeton Global Asset Management LLC40$17K<0.01%013F-HRTimeline
Park Square Financial Group, LLC40$17K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB39$16.5K<0.01%013F-HRTimeline
Twin Tree Management, LP39$16.5K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37$15.7K<0.01%-3413F-HRTimeline
Larson Financial Group LLC35$14.8K<0.01%-1613F-HRTimeline
JFS WEALTH ADVISORS, LLC34$14.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC33$14K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group32$13.6K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC30$12.7K<0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29$12.5K<0.01%+2613F-HRTimelineGroup
Bell Investment Advisors, Inc29$12.3K<0.01%+213F-HRTimeline
Versant Capital Management, Inc28$11.9K<0.01%+213F-HRTimeline
Coppell Advisory Solutions LLC27$11.6K<0.01%-3313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC27$11.4K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.26$11K<0.01%+1713F-HRTimelineGroup