Raymond James Financial Services Advisors, Inc. Phreesia, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$22.04 - $28.86 $19,307 - $25,281	876 Added 4.89%	18,803 $449,000
Q4 2023 Jan 16, 2024	BUY	$12.39 - $24.0 $34,753 - $67,320	2,805 Added 18.55%	17,927 $415,000
Q3 2023 Oct 24, 2023	BUY	$17.64 - $34.52 $40,801 - $79,844	2,313 Added 18.06%	15,122 $282,000
Q2 2023 Jul 25, 2023	SELL	$28.01 - $34.23 $728 - $889	-26 Reduced 0.2%	12,809 $397,000
Q1 2023 Apr 14, 2023	SELL	$30.66 - $39.48 $12,754 - $16,423	-416 Reduced 3.14%	12,835 $414,000
Q4 2022 Feb 08, 2023	SELL	$22.29 - $35.34 $4,368 - $6,926	-196 Reduced 1.46%	13,251 $428,000
Q3 2022 Oct 25, 2022	BUY	$21.92 - $29.19 $3,068 - $4,086	140 Added 1.05%	13,447 $343,000
Q2 2022 Aug 12, 2022	BUY	$13.72 - $30.31 $66,953 - $147,912	4,880 Added 57.91%	13,307 $333,000
Q1 2022 May 11, 2022	BUY	$23.5 - $42.96 $34,004 - $62,163	1,447 Added 20.73%	8,427 $222,000
Q4 2021 Feb 08, 2022	BUY	$39.92 - $74.89 $1,796 - $3,370	45 Added 0.65%	6,980 $291,000
Q3 2021 Nov 02, 2021	BUY	$60.65 - $72.12 $12,190 - $14,496	201 Added 2.98%	6,935 $428,000
Q2 2021 Aug 11, 2021	SELL	$43.51 - $61.94 $99,985 - $142,338	-2,298 Reduced 25.44%	6,734 $413,000
Q1 2021 May 14, 2021	BUY	$50.85 - $80.61 $118,938 - $188,546	2,339 Added 34.95%	9,032 $471,000
Q4 2020 Feb 12, 2021	SELL	$30.74 - $57.9 $91,021 - $171,441	-2,961 Reduced 30.67%	6,693 $363,000
Q3 2020 Nov 04, 2020	BUY	$27.0 - $33.05 $260,658 - $319,064	9,654 New	9,654 $310,000

Others Institutions Holding PHR

# of Institutions

214

Shares Held

49.9M

Call Options Held

424K

Put Options Held

641K

Brown Advisory Inc

5.69M
Shares

$113 Million
0.17% of portfolio
Black Rock Inc. New York, NY

5.1M
Shares

$101 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

4.76M
Shares

$94.6 Million
0.0% of portfolio
Capital International Investors Los Angeles, CA

2.59M
Shares

$51.5 Million
0.01% of portfolio
Champlain Investment Partners, LLC Burlington, VT

2.5M
Shares

$49.8 Million
0.36% of portfolio

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $1.04B
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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