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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 0.8% |
$216K - $309K
|
1.51M
$45M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.47K- 0.2% |
$44.6K - $63.7K
|
1.24M
$37.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.53K+ 4.45% |
$27.5K - $39.3K
|
35.8K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 4.76% |
$36.1 - $51.5
|
40
$1.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
143K+ 448.6% |
$2.58M - $3.69M
|
175K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.33K- 13.76% |
$60.1K - $85.8K
|
20.9K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.6KNew |
$462K - $659K
|
25.6K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.2K+ 8.39% |
$275K - $393K
|
197K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.3KNew |
$186K - $265K
|
10.3K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.16K- 69.95% |
$39K - $55.6K
|
928
$27.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215K+ 56.11% |
$3.88M - $5.53M
|
598K
$17.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
88.2K+ 407.58% |
$1.59M - $2.27M
|
110K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.58KNew |
$155K - $221K
|
8.58K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
61K+ 1.28% |
$1.1M - $1.57M
|
4.82M
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.8KNew |
$213K - $304K
|
11.8K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
37.1KNew |
$668K - $954K
|
37.1K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.31% |
$25.3K - $36.1K
|
108K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
97.5KNew |
$1.76M - $2.51M
|
97.5K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 4.39% |
$487 - $696
|
642
$19.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-10.3K- 15.3% |
$186K - $266K
|
57.1K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
21.2K+ 152.65% |
$382K - $545K
|
35K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.43K+ 17.32% |
$43.8K - $62.5K
|
16.4K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.01K+ 9.83% |
$36.2K - $51.7K
|
22.4K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.36K- 37.68% |
$24.5K - $35K
|
2.25K
$67.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31.2K+ 62.96% |
$563K - $804K
|
80.8K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80- 60.61% |
$1.44K - $2.06K
|
52
$1.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-29.2K- 93.35% |
$527K - $753K
|
2.08K
$62.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 35.29% |
$108 - $155
|
23
$686
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-15.1K- 12.82% |
$273K - $389K
|
103K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
19.8K+ 56.4% |
$357K - $510K
|
54.9K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
46.2K+ 10.33% |
$834K - $1.19M
|
493K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
228+ 1.45% |
$4.11K - $5.87K
|
15.9K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 16.67% |
$343 - $489
|
133
$3.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.1KNew |
$272K - $388K
|
15.1K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15KNew |
$271K - $386K
|
15K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.13K- 9.9% |
$20.4K - $29.1K
|
10.3K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-60.9K- 5.27% |
$1.1M - $1.57M
|
1.1M
$32.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.09K+ 154.59% |
$37.7K - $53.8K
|
3.44K
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 304.35% |
$1.26K - $1.8K
|
93
$2.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12- 0.28% |
$216 - $309
|
4.22K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$18 - $25.8
|
1
$29.8
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.35KNew |
$24.3K - $34.8K
|
1.35K
$40.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 33.33% |
$361 - $515
|
40
$1.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
91+ 32.73% |
$1.64K - $2.34K
|
369
$11K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.93K- 5.08% |
$88.9K - $127K
|
92.2K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 23.53% |
$43.3K - $61.8K
|
12.6K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.03KNew |
$54.6K - $77.9K
|
3.03K
$90.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-259- 2.2% |
$4.67K - $6.67K
|
11.5K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.53K+ 0.8% |
$45.7K - $65.2K
|
319K
$9.53M
|