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 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
289New |
$6.44K - $10.2K
|
289
$8.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
280New |
$6.24K - $9.9K
|
280
$8.36K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
5.55KNew |
$124K - $196K
|
5.55K
$166K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 24.32% |
$201 - $318
|
28
$836
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26New |
$580 - $919
|
26
$776
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
434+ 16.4% |
$9.51K - $12.7K
|
3.08K
$91.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-792- 4.73% |
$17.4K - $23.1K
|
15.9K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
13.5K+ 19.23% |
$295K - $393K
|
83.5K
$2.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
257New |
$5.63K - $7.5K
|
257
$7.67K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39New |
$855 - $1.14K
|
39
$1.16K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6KNew |
$131K - $175K
|
6K
$179K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$877 - $1.17K
|
40
$1.19K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-8.17KClosed |
$112K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13Closed |
$178 - $394
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-79.6KClosed |
$1.09M - $2.41M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
16.3K+ 34.98% |
$224K - $495K
|
63.1K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-2.29K- 42.63% |
$31.5K - $69.5K
|
3.09K
$92.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Point State Capital LP
New York, NY |
BUY
|
- |
457K+ 100.0% |
$6.27M - $13.8M
|
914K
$27.3M
|
|
|
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
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-21.8KClosed |
$299K - $660K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-18.5KClosed |
$253K - $560K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.19KNew |
$112K - $248K
|
8.19K
$245K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-143- 1.69% |
$1.96K - $4.33K
|
8.33K
$248K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-42Closed |
$576 - $1.27K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-50.3KClosed |
$691K - $1.53M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-71.2K- 70.95% |
$977K - $2.16M
|
29.2K
$870K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
923New |
$12.7K - $28K
|
923
$27.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-41Closed |
$563 - $1.24K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
359New |
$4.93K - $10.9K
|
359
$10.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9New |
$123 - $273
|
9
$269
|
|
| Q1 2022 | |||||||
|
Apr 05, 2024
Q1 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-253KClosed |
$5.95M - $10.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-9.57KClosed |
$225K - $411K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-39.1KClosed |
$920K - $1.68M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.94KClosed |
$116K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
867K+ 254.47% |
$20.4M - $37.2M
|
1.21M
$36M
|
|
|
May 13, 2022
Q1 2022
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-23KClosed |
$541K - $988K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-115Closed |
$2.7K - $4.94K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-9.79KClosed |
$230K - $421K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-47.3KClosed |
$1.11M - $2.03M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.03KClosed |
$118K - $216K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-341Closed |
$8.01K - $14.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-240Closed |
$5.64K - $10.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.47KNew |
$58K - $106K
|
2.47K
$73.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-90Closed |
$2.12K - $3.87K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-634- 96.94% |
$14.9K - $27.2K
|
20
$597
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
154New |
$3.62K - $6.62K
|
154
$4.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$2.35K - $4.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-200Closed |
$7.98K - $15K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7KClosed |
$279K - $524K
|
0
$0
|
|