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 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6K+ 6.18% |
$132K - $180K
|
103K
$2.93M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.23K- 0.29% |
$71K - $97K
|
1.09M
$31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 24.89% |
$63K - $86K
|
8.65K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
422KNew |
$9.27M - $12.7M
|
422K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 26.32% |
$769 - $1.05K
|
168
$4.77K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.29K - $7.23K
|
241
$6.84K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.06K- 5.99% |
$23.2K - $31.7K
|
16.5K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-89- 0.56% |
$1.96K - $2.67K
|
15.8K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-446- 33.06% |
$9.8K - $13.4K
|
903
$25.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.67K+ 994.85% |
$80.7K - $110K
|
4.04K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
96+ 6.4% |
$2.11K - $2.88K
|
1.6K
$45.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
615+ 0.67% |
$13.5K - $18.5K
|
92.8K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.82M- 32.6% |
$40.1M - $54.7M
|
3.77M
$107M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.33K+ 11.15% |
$51.1K - $69.8K
|
23.2K
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.07KNew |
$177K - $242K
|
8.07K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
63.5KNew |
$1.39M - $1.91M
|
63.5K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
62.4KNew |
$1.37M - $1.87M
|
62.4K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-28.2K- 8.83% |
$620K - $846K
|
291K
$8.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
106+ 5.85% |
$2.33K - $3.18K
|
1.92K
$54.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.9KNew |
$63.8K - $87.1K
|
2.9K
$82.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$3.84K - $5.25K
|
175
$4.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
41.5KNew |
$913K - $1.25M
|
41.5K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
20.3K+ 83.18% |
$445K - $608K
|
44.6K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
150New |
$3.3K - $4.5K
|
150
$4.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.98K+ 23.15% |
$197K - $269K
|
47.8K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$176 - $240
|
8
$227
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.01KNew |
$176K - $240K
|
8.01K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 5.8% |
$87.9 - $120
|
65
$1.85K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$615 - $840
|
28
$795
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.5K- 7.24% |
$1.09M - $1.49M
|
634K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-90- 0.12% |
$1.98K - $2.7K
|
77.5K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$330 - $450
|
15
$426
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
827+ 8.04% |
$18.2K - $24.8K
|
11.1K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.1KNew |
$397K - $542K
|
18.1K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.45K- 96.09% |
$120K - $164K
|
222
$6.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 62.5% |
$549 - $750
|
65
$1.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
548New |
$12K - $16.4K
|
548
$15.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.57K- 3.56% |
$78.3K - $107K
|
96.7K
$2.74M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.6K- 23.46% |
$317K - $452K
|
57.3K
$1.63M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 100.0% |
$72.2 - $103
|
8
$227
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.21K- 3.7% |
$58K - $82.8K
|
83.6K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-1.26K- 1.26% |
$22.7K - $32.5K
|
99K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
103K+ 77.09% |
$1.85M - $2.64M
|
236K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8K+ 11.85% |
$144K - $206K
|
75.5K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-66.3K- 67.79% |
$1.2M - $1.71M
|
31.5K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12KNew |
$216K - $309K
|
12K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
697New |
$12.6K - $18K
|
697
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.8K- 5.01% |
$249K - $355K
|
262K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-13.2K- 54.94% |
$239K - $341K
|
10.9K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-294- 2.77% |
$5.3K - $7.57K
|
10.3K
$293K
|
|