Latest Institutional Transactions on Phreesia, Inc. (PHR)
This table provides information on the latest institutional transactions involving Phreesia, Inc. (PHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.72K+ 3.92% |
$170K - $232K
|
205K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
303+ 8.22% |
$6.66K - $9.09K
|
3.99K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$40.6K - $55.5K
|
1.85K
$52.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
891+ 3.08% |
$19.6K - $26.7K
|
29.8K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.4KNew |
$273K - $373K
|
12.4K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 256.52% |
$1.3K - $1.77K
|
82
$2.33K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.58K+ 0.37% |
$123K - $167K
|
1.52M
$43M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21New |
$461 - $630
|
21
$596
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
51.7K+ 35.4% |
$1.14M - $1.55M
|
198K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.19K- 2.11% |
$70K - $95.6K
|
148K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
331KNew |
$7.27M - $9.93M
|
331K
$9.4M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
171K+ 34.44% |
$3.75M - $5.12M
|
666K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
958K+ 3741.86% |
$21M - $28.7M
|
983K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
44.8K+ 3.61% |
$985K - $1.35M
|
1.29M
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
78.8K+ 101.26% |
$1.73M - $2.37M
|
157K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.57K- 0.62% |
$78.4K - $107K
|
568K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 26.82% |
$655K - $895K
|
81.4K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.38K- 9.18% |
$30.4K - $41.5K
|
13.7K
$388K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.84K- 12.4% |
$40.4K - $55.2K
|
13K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83New |
$1.82K - $2.49K
|
83
$2.36K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.6K- 54.62% |
$1.75M - $2.39M
|
66.1K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.65K- 7.73% |
$80.2K - $110K
|
43.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-900- 0.83% |
$19.8K - $27K
|
107K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-21- 30.0% |
$461 - $630
|
49
$1.39K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
52.4K+ 141.31% |
$1.15M - $1.57M
|
89.4K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
150K+ 5.79% |
$3.3M - $4.51M
|
2.74M
$77.9M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
91.8K+ 228.03% |
$2.02M - $2.75M
|
132K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.89KNew |
$173K - $237K
|
7.89K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
556KNew |
$12.2M - $16.7M
|
556K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-8.05K- 14.09% |
$177K - $241K
|
49.1K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
6.2KNew |
$136K - $186K
|
6.2K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 13.37% |
$66K - $90.1K
|
19.4K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21K- 14.47% |
$462K - $632K
|
124K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$198 - $270
|
9
$256
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12KNew |
$265K - $361K
|
12K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.4K+ 0.4% |
$52.8K - $72.1K
|
600K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
113K+ 2.35% |
$2.49M - $3.4M
|
4.94M
$140M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.9K+ 5.86% |
$636K - $868K
|
522K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
85.5K+ 87.69% |
$1.88M - $2.57M
|
183K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$439 - $600
|
20
$568
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-45.5K- 56.39% |
$1M - $1.37M
|
35.2K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.45K- 22.16% |
$75.9K - $104K
|
12.1K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
225+ 5.33% |
$4.94K - $6.75K
|
4.44K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-170- 1.06% |
$3.73K - $5.1K
|
15.9K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-814- 0.79% |
$17.9K - $24.4K
|
102K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.2KNew |
$356K - $486K
|
16.2K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-250- 2.92% |
$5.49K - $7.5K
|
8.33K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.24KNew |
$181K - $247K
|
8.24K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
8.79K+ 28.56% |
$193K - $264K
|
39.6K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.04KNew |
$177K - $241K
|
8.04K
$228K
|