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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$7K - $8.56K
|
250
$7.1K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$295K - $360K
|
10.5K
$299K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.1K+ 11.11% |
$30.8K - $37.7K
|
11K
$313K
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-11.6K- 11.56% |
$325K - $397K
|
88.8K
$2.52M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23New |
$644 - $787
|
23
$653
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
14.8K+ 22.69% |
$413K - $505K
|
79.8K
$2.27M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.87K+ 56.75% |
$108K - $132K
|
10.7K
$303K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 4.88% |
$280 - $342
|
195
$5.54K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-920- 7.42% |
$25.8K - $31.5K
|
11.5K
$326K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$399K - $513K
|
13K
$369K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.98K- 38.31% |
$122K - $157K
|
6.42K
$182K
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
325KNew |
$9.96M - $12.8M
|
325K
$9.23M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
395New |
$12.1K - $15.6K
|
395
$11.2K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.53KNew |
$200K - $258K
|
6.53K
$185K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.71KNew |
$236K - $304K
|
7.71K
$219K
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.2M - $1.54M
|
39K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
7.4KNew |
$227K - $292K
|
7.4K
$210K
|
|
May 12, 2023
Q1 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
9.19KNew |
$282K - $363K
|
9.19K
$261K
|
|
May 11, 2023
Q1 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-30K- 20.0% |
$920K - $1.18M
|
120K
$3.41M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-75- 72.12% |
$2.3K - $2.96K
|
29
$823
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$9.2K - $11.8K
|
300
$8.52K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$276 - $355
|
30.7K
$872K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$4.6K - $5.92K
|
150
$4.26K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
171New |
$5.24K - $6.75K
|
171
$4.85K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
45.8K+ 72.29% |
$1.02M - $1.62M
|
109K
$3.1M
|
|
Feb 14, 2023
Q4 2022
|
Silverarc Capital Management, LLC
|
BUY
|
- |
2.09K+ 2.5% |
$46.5K - $73.7K
|
85.4K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
35.5K+ 82.34% |
$792K - $1.25M
|
78.6K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$4.48M - $7.11M
|
201K
$5.71M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
73New |
$1.63K - $2.58K
|
73
$2.07K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
289New |
$6.44K - $10.2K
|
289
$8.2K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
19New |
$424 - $671
|
19
$539
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.34K+ 79.18% |
$186K - $295K
|
18.9K
$536K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$475K - $753K
|
21.3K
$605K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
280New |
$6.24K - $9.9K
|
280
$7.95K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 24.32% |
$201 - $318
|
28
$795
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26New |
$580 - $919
|
26
$738
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
434+ 16.4% |
$9.51K - $12.7K
|
3.08K
$87.5K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
13.5K+ 19.23% |
$295K - $393K
|
83.5K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-792- 4.73% |
$17.4K - $23.1K
|
15.9K
$452K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
257New |
$5.63K - $7.5K
|
257
$7.3K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39New |
$855 - $1.14K
|
39
$1.11K
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6KNew |
$131K - $175K
|
6K
$170K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$877 - $1.17K
|
40
$1.14K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13Closed |
$178 - $394
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
16.3K+ 34.98% |
$224K - $495K
|
63.1K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-79.6KClosed |
$1.09M - $2.41M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-2.29K- 42.63% |
$31.5K - $69.5K
|
3.09K
$87.6K
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-8.17KClosed |
$112K - $248K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-37.7KClosed |
$517K - $1.14M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-25.1KClosed |
$344K - $761K
|
0
$0
|