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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03KNew |
$70.5K - $86.4K
|
3.03K
$66K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-185- 47.31% |
$4.3K - $5.27K
|
206
$4.48K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.47% |
$372 - $456
|
631
$13.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-12K- 56.91% |
$263K - $359K
|
9.05K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.1K- 17.21% |
$112K - $153K
|
24.5K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
34KNew |
$747K - $1.02M
|
34K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
80KNew |
$1.76M - $2.4M
|
80K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.36K+ 56.49% |
$140K - $191K
|
17.6K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
331+ 29.27% |
$7.27K - $9.93K
|
1.46K
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
PUT |
-24K- 65.75% |
$527K - $720K
|
12.5K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.42K- 10.29% |
$97.2K - $133K
|
38.6K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.76K+ 20.03% |
$38.8K - $52.9K
|
10.6K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-77.8K- 90.68% |
$1.71M - $2.33M
|
8K
$174K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-30K- 69.28% |
$659K - $900K
|
13.3K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
153KNew |
$3.37M - $4.6M
|
153K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
169KNew |
$3.71M - $5.06M
|
169K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
12.4KNew |
$271K - $371K
|
12.4K
$269K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-595K- 66.56% |
$13.1M - $17.9M
|
299K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-437- 1.29% |
$9.6K - $13.1K
|
33.4K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10KNew |
$221K - $302K
|
10K
$219K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
303+ 8.22% |
$6.66K - $9.09K
|
3.99K
$86.8K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
40.5K+ 207.69% |
$890K - $1.22M
|
60K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$40.6K - $55.5K
|
1.85K
$40.3K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.4KNew |
$273K - $373K
|
12.4K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.89KNew |
$173K - $237K
|
7.89K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$198 - $270
|
9
$196
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-45.5K- 56.39% |
$1M - $1.37M
|
35.2K
$767K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.29K - $7.23K
|
241
$5.25K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
62.4KNew |
$1.37M - $1.87M
|
62.4K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
106+ 5.85% |
$2.33K - $3.18K
|
1.92K
$41.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
41.5KNew |
$913K - $1.25M
|
41.5K
$904K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
150New |
$3.3K - $4.5K
|
150
$3.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$176 - $240
|
8
$174
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 5.8% |
$87.9 - $120
|
65
$1.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$615 - $840
|
28
$610
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$330 - $450
|
15
$327
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
827+ 8.04% |
$18.2K - $24.8K
|
11.1K
$242K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
548New |
$12K - $16.4K
|
548
$11.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
103K+ 77.09% |
$1.85M - $2.64M
|
236K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8K+ 11.85% |
$144K - $206K
|
75.5K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-66.3K- 67.79% |
$1.2M - $1.71M
|
31.5K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
697New |
$12.6K - $18K
|
697
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.8K- 5.01% |
$249K - $355K
|
262K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.09K+ 261.45% |
$19.6K - $27.9K
|
1.5K
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-300- 15.79% |
$5.41K - $7.73K
|
1.6K
$34.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
910+ 23.87% |
$16.4K - $23.4K
|
4.72K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-3.3K- 53.23% |
$59.5K - $85K
|
2.9K
$63.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
75KNew |
$1.35M - $1.93M
|
75K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$325 - $464
|
18
$392
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.36K- 37.68% |
$24.5K - $35K
|
2.25K
$48.9K
|
|