First Trust Advisors LP Phreesia, Inc. Transaction History

First Trust Advisors LP

  • $118 Billion
  • Q2 2025

A detailed history of First Trust Advisors LP transactions in Phreesia, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 168,630 shares of PHR stock, worth $3.82 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
168,630
Previous 145,544 15.86%
Holding current value
$3.82 Million
Previous $3.72 Million 29.01%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$23.25 - $28.49 $536,749 - $657,720
23,086 Added 15.86%
168,630 $4.8 Million
Q1 2025

May 14, 2025
BUY
$21.97 - $30.01 $1.39 Million - $1.9 Million
63,476 Added 77.35%
145,544 $3.72 Million
Q4 2024

Feb 13, 2025
BUY
$18.04 - $25.76 $1.12 Million - $1.59 Million
61,898 Added 306.88%
82,068 $2.06 Million
Q3 2024

Nov 13, 2024
SELL
$18.82 - $26.01 $1.12 Million - $1.55 Million
-59,721 Reduced 74.75%
20,170 $459,000
Q2 2024

Aug 13, 2024
BUY
$18.54 - $24.31 $878,258 - $1.15 Million
47,371 Added 145.67%
79,891 $1.69 Million
Q1 2024

May 13, 2024
BUY
$22.04 - $28.86 $716,740 - $938,527
32,520 New
32,520 $778,000
Q3 2023

Nov 13, 2023
SELL
$17.64 - $34.52 $584,695 - $1.14 Million
-33,146 Reduced 45.24%
40,118 $749,000
Q2 2023

Aug 14, 2023
SELL
$28.01 - $34.23 $699,409 - $854,723
-24,970 Reduced 25.42%
73,264 $2.27 Million
Q1 2023

May 15, 2023
BUY
$30.66 - $39.48 $1.19 Million - $1.53 Million
38,844 Added 65.4%
98,234 $3.17 Million
Q4 2022

Feb 09, 2023
BUY
$22.29 - $35.34 $384,769 - $610,039
17,262 Added 40.98%
59,390 $1.92 Million
Q3 2022

Nov 14, 2022
BUY
$21.92 - $29.19 $641,335 - $854,041
29,258 Added 227.33%
42,128 $1.07 Million
Q2 2022

Aug 12, 2022
BUY
$13.72 - $30.31 $43,931 - $97,052
3,202 Added 33.12%
12,870 $322,000
Q1 2022

May 13, 2022
SELL
$23.5 - $42.96 $611,564 - $1.12 Million
-26,024 Reduced 72.91%
9,668 $255,000
Q4 2021

Feb 08, 2022
SELL
$39.92 - $74.89 $41,436 - $77,735
-1,038 Reduced 2.83%
35,692 $1.49 Million
Q3 2021

Nov 15, 2021
BUY
$60.65 - $72.12 $169,456 - $201,503
2,794 Added 8.23%
36,730 $2.27 Million
Q2 2021

Aug 16, 2021
SELL
$43.51 - $61.94 $1.85 Million - $2.64 Million
-42,560 Reduced 55.64%
33,936 $2.08 Million
Q1 2021

May 14, 2021
BUY
$50.85 - $80.61 $294,879 - $467,457
5,799 Added 8.2%
76,496 $3.99 Million
Q4 2020

Feb 02, 2021
BUY
$30.74 - $57.9 $2.17 Million - $4.09 Million
70,697 New
70,697 $3.84 Million

Others Institutions Holding PHR

# of Institutions
244
Shares Held
55.8M
Call Options Held
224K
Put Options Held
124K
View Full List

About Phreesia, Inc.

PHR Quotes by TradingView
  • Ticker PHR
  • Exchange NYSE
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 52,532,200
  • Market Cap $1.19B
  • Description
  • Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a ra...
More about PHR
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