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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.03K- 17.5% |
$84.8K - $104K
|
14.3K
$426K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
10KNew |
$280K - $342K
|
10K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 16.13% |
$420 - $513
|
78
$2.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-93.9K- 86.5% |
$2.63M - $3.21M
|
14.6K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.66K+ 58.82% |
$74.5K - $91.1K
|
7.18K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
9.25KNew |
$259K - $317K
|
9.25K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$7K - $8.56K
|
250
$7.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 48.15% |
$72.8K - $89K
|
2.8K
$83.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-541- 8.26% |
$15.2K - $18.5K
|
6.01K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65- 0.97% |
$1.82K - $2.22K
|
6.64K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-122K- 29.42% |
$3.43M - $4.19M
|
293K
$8.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$295K - $360K
|
10.5K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.1K+ 11.11% |
$30.8K - $37.7K
|
11K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-11.6K- 11.56% |
$325K - $397K
|
88.8K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23New |
$644 - $787
|
23
$686
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-101- 1.14% |
$2.83K - $3.46K
|
8.78K
$262K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
14.8K+ 22.69% |
$413K - $505K
|
79.8K
$2.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.87K+ 56.75% |
$108K - $132K
|
10.7K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-920- 7.42% |
$25.8K - $31.5K
|
11.5K
$342K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 4.88% |
$280 - $342
|
195
$5.82K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
993+ 5.18% |
$27.8K - $34K
|
20.2K
$602K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.98K- 38.31% |
$122K - $157K
|
6.42K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
395New |
$12.1K - $15.6K
|
395
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
7.4KNew |
$227K - $292K
|
7.4K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$399K - $513K
|
13K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.5K- 16.93% |
$353K - $455K
|
56.5K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.2M - $1.54M
|
39K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.71KNew |
$236K - $304K
|
7.71K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.53KNew |
$200K - $258K
|
6.53K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
325KNew |
$9.96M - $12.8M
|
325K
$9.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
913+ 14.14% |
$28K - $36K
|
7.37K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
9.19KNew |
$282K - $363K
|
9.19K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.54K- 19.32% |
$139K - $179K
|
19K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-30K- 20.0% |
$920K - $1.18M
|
120K
$3.58M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
152KNew |
$4.65M - $5.99M
|
152K
$4.53M
|
|
|
May 05, 2023
Q1 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
25.6KNew |
$784K - $1.01M
|
25.6K
$763K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-75- 72.12% |
$2.3K - $2.96K
|
29
$865
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
45.9KNew |
$1.41M - $1.81M
|
45.9K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$9.2K - $11.8K
|
300
$8.95K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$276 - $355
|
30.7K
$916K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$4.6K - $5.92K
|
150
$4.48K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
171New |
$5.24K - $6.75K
|
171
$5.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Silverarc Capital Management, LLC
|
BUY
|
- |
2.09K+ 2.5% |
$46.5K - $73.7K
|
85.4K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
45.8K+ 72.29% |
$1.02M - $1.62M
|
109K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
35.5K+ 82.34% |
$792K - $1.25M
|
78.6K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$4.48M - $7.11M
|
201K
$6M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
73New |
$1.63K - $2.58K
|
73
$2.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$475K - $753K
|
21.3K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.34K+ 79.18% |
$186K - $295K
|
18.9K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
19New |
$424 - $671
|
19
$567
|
|