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 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4- 0.24% |
$49.6 - $96
|
1.69K
$34.3K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
46+ 117.95% |
$570 - $1.1K
|
85
$1.73K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29+ 31.18% |
$359 - $696
|
122
$2.48K
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.5KNew |
$130K - $251K
|
10.5K
$213K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.4KNew |
$240K - $465K
|
19.4K
$394K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-46- 71.88% |
$570 - $1.1K
|
18
$366
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
55New |
$681 - $1.32K
|
55
$1.12K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76+ 30.89% |
$942 - $1.82K
|
322
$6.55K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
354KNew |
$6.25M - $12.2M
|
354K
$7.2M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 2.69% |
$494 - $967
|
1.01K
$20.6K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$706 - $1.38K
|
40
$813
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
- |
-75K- 25.86% |
$1.32M - $2.59M
|
215K
$4.37M
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 16.5% |
$33.4K - $65.4K
|
13.4K
$272K
|
|
Nov 14, 2023
Q3 2023
|
Diker Management LLC
New York, NY |
BUY
|
- |
35K+ 233.33% |
$617K - $1.21M
|
50K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
126+ 4.46% |
$2.22K - $4.35K
|
2.95K
$60K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 50.0% |
$176 - $345
|
10
$203
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
29.5K+ 6.59% |
$520K - $1.02M
|
477K
$9.7M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.9K+ 45.68% |
$68.8K - $135K
|
12.4K
$253K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.89K- 3.79% |
$86.2K - $169K
|
124K
$2.52M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-96.3K- 10.56% |
$1.7M - $3.33M
|
816K
$16.6M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
70+ 63.64% |
$1.23K - $2.42K
|
180
$3.66K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
CALL |
25.5KNew |
$450K - $880K
|
25.5K
$518K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55New |
$970 - $1.9K
|
55
$1.12K
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.36KNew |
$130K - $254K
|
7.36K
$150K
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
463+ 3.94% |
$8.17K - $16K
|
12.2K
$248K
|
|
Q2 2023 | |||||||
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
37.8K+ 12.29% |
$1.06M - $1.29M
|
345K
$7.02M
|
|
Nov 13, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.03K- 17.5% |
$84.8K - $104K
|
14.3K
$290K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
10KNew |
$280K - $342K
|
10K
$203K
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-122K- 29.42% |
$3.43M - $4.19M
|
293K
$5.96M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 16.13% |
$420 - $513
|
78
$1.59K
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-93.9K- 86.5% |
$2.63M - $3.21M
|
14.6K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.14K+ 8.03% |
$88K - $108K
|
42.3K
$860K
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.66K+ 58.82% |
$74.5K - $91.1K
|
7.18K
$146K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65- 0.97% |
$1.82K - $2.22K
|
6.64K
$135K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-541- 8.26% |
$15.2K - $18.5K
|
6.01K
$122K
|
|
Aug 14, 2023
Q2 2023
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 48.15% |
$72.8K - $89K
|
2.8K
$56.9K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$7K - $8.56K
|
250
$5.08K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
9.25KNew |
$259K - $317K
|
9.25K
$188K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$295K - $360K
|
10.5K
$214K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.1K+ 11.11% |
$30.8K - $37.7K
|
11K
$224K
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-11.6K- 11.56% |
$325K - $397K
|
88.8K
$1.8M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23New |
$644 - $787
|
23
$468
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
14.8K+ 22.69% |
$413K - $505K
|
79.8K
$1.62M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-101- 1.14% |
$2.83K - $3.46K
|
8.78K
$178K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.87K+ 56.75% |
$108K - $132K
|
10.7K
$217K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 4.88% |
$280 - $342
|
195
$3.96K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-920- 7.42% |
$25.8K - $31.5K
|
11.5K
$233K
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
993+ 5.18% |
$27.8K - $34K
|
20.2K
$410K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-28- 70.0% |
$784 - $958
|
12
$244
|