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 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
19.8K+ 56.4% |
$357K - $510K
|
54.9K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15KNew |
$271K - $386K
|
15K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 23.53% |
$43.3K - $61.8K
|
12.6K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.03KNew |
$54.6K - $77.9K
|
3.03K
$65.9K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.2KNew |
$21.6K - $30.9K
|
1.2K
$26.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
120+ 210.53% |
$2.16K - $3.09K
|
177
$3.85K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
65.8K+ 146.5% |
$1.24M - $1.71M
|
111K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2KNew |
$37.6K - $52K
|
2K
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
249+ 1.82% |
$4.69K - $6.48K
|
14K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
80.5K+ 35.4% |
$1.51M - $2.09M
|
308K
$6.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
18.7KNew |
$352K - $486K
|
18.7K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
28.3KNew |
$533K - $737K
|
28.3K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-15.4K- 31.79% |
$289K - $400K
|
33K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
13.3KNew |
$251K - $347K
|
13.3K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-114K- 62.84% |
$2.15M - $2.97M
|
67.5K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.6KNew |
$256K - $354K
|
13.6K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-13.2K- 74.52% |
$249K - $344K
|
4.52K
$98.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.94K- 57.83% |
$92.9K - $128K
|
3.6K
$78.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
600+ 3.11% |
$11.3K - $15.6K
|
19.9K
$433K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-23.9K- 60.75% |
$450K - $622K
|
15.5K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
19.4K+ 2.28% |
$365K - $504K
|
868K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
31New |
$583 - $806
|
31
$675
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 2179.69% |
$26.3K - $36.3K
|
1.46K
$31.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.58K+ 78.9% |
$143K - $197K
|
17.2K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
607+ 3.51% |
$11.4K - $15.8K
|
17.9K
$389K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
142KNew |
$2.64M - $3.46M
|
142K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
9.51KNew |
$176K - $231K
|
9.51K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
85.1KNew |
$1.58M - $2.07M
|
85.1K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-36.9K- 81.9% |
$683K - $896K
|
8.15K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.4KNew |
$192K - $252K
|
10.4K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
2.03K+ 14.66% |
$37.6K - $49.3K
|
15.9K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
9.88KNew |
$183K - $240K
|
9.88K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
939K+ 22.59% |
$17.4M - $22.8M
|
5.1M
$111M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
56New |
$1.04K - $1.36K
|
56
$1.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-681- 8.27% |
$12.6K - $16.6K
|
7.55K
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
14New |
$260 - $340
|
14
$305
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-3.98K- 21.27% |
$73.8K - $96.8K
|
14.7K
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-30.2K- 99.33% |
$559K - $733K
|
203
$4.42K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
1.55K+ 5.22% |
$28.8K - $37.7K
|
31.3K
$681K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3K+ 76.47% |
$24.1K - $31.6K
|
3K
$65.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
147+ 175.0% |
$2.73K - $3.57K
|
231
$5.03K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-200K- 66.67% |
$4.41M - $5.77M
|
100K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-23.6K- 70.55% |
$520K - $680K
|
9.84K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
160K+ 28.93% |
$3.53M - $4.62M
|
713K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-8.32K- 40.01% |
$183K - $240K
|
12.5K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
202KNew |
$4.44M - $5.82M
|
202K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$462K - $605K
|
21K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
224KNew |
$4.95M - $6.48M
|
224K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.43KNew |
$186K - $243K
|
8.43K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.07KNew |
$156K - $204K
|
7.07K
$154K
|
|