Latest Institutional Purchases of Phreesia, Inc. (PHR)
This list provides information on the latest institutional transactions involving Phreesia, Inc. (PHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
860+ 3.17% |
$18.9K - $25.8K
|
28K
$812K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
827+ 8.04% |
$18.2K - $24.8K
|
11.1K
$322K
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
615+ 0.67% |
$13.5K - $18.5K
|
92.8K
$2.69M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
548New |
$12K - $16.4K
|
548
$15.9K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
331+ 29.27% |
$7.27K - $9.93K
|
1.46K
$42.3K
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
303+ 8.22% |
$6.66K - $9.09K
|
3.99K
$115K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
271+ 294.57% |
$5.95K - $8.13K
|
363
$10.5K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.29K - $7.23K
|
241
$6.98K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
225+ 5.33% |
$4.94K - $6.75K
|
4.44K
$129K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$3.84K - $5.25K
|
175
$5.07K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
150New |
$3.3K - $4.5K
|
150
$4.34K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
106+ 5.85% |
$2.33K - $3.18K
|
1.92K
$55.5K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
96+ 6.4% |
$2.11K - $2.88K
|
1.6K
$46.2K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83New |
$1.82K - $2.49K
|
83
$2.4K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 256.52% |
$1.3K - $1.77K
|
82
$2.37K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 26.32% |
$769 - $1.05K
|
168
$4.87K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$615 - $840
|
28
$811
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 62.5% |
$549 - $750
|
65
$1.88K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 24.73% |
$505 - $690
|
116
$3.36K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21New |
$461 - $630
|
21
$608
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$439 - $600
|
20
$579
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$330 - $450
|
15
$434
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$198 - $270
|
9
$261
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$176 - $240
|
8
$232
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
143K+ 448.6% |
$2.58M - $3.69M
|
175K
$5.07M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
103K+ 77.09% |
$1.85M - $2.64M
|
236K
$6.83M
|
|
Feb 13, 2025
Q4 2024
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
75KNew |
$1.35M - $1.93M
|
75K
$2.17M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
20K+ 76.92% |
$361K - $515K
|
46K
$1.33M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
19.8K+ 56.4% |
$357K - $510K
|
54.9K
$1.59M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15KNew |
$271K - $386K
|
15K
$434K
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12KNew |
$216K - $309K
|
12K
$348K
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.8KNew |
$213K - $304K
|
11.8K
$342K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.3KNew |
$186K - $265K
|
10.3K
$298K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.1KNew |
$181K - $259K
|
10.1K
$291K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.29K+ 76.45% |
$150K - $214K
|
19.1K
$554K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8K+ 11.85% |
$144K - $206K
|
75.5K
$2.19M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.03KNew |
$54.6K - $77.9K
|
3.03K
$87.6K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.43K+ 17.32% |
$43.8K - $62.5K
|
16.4K
$476K
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 23.53% |
$43.3K - $61.8K
|
12.6K
$365K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.2KNew |
$21.6K - $30.9K
|
1.2K
$34.8K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.09K+ 261.45% |
$19.6K - $27.9K
|
1.5K
$43.4K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
910+ 23.87% |
$16.4K - $23.4K
|
4.72K
$137K
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
697New |
$12.6K - $18K
|
697
$20.2K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
235+ 28.35% |
$4.24K - $6.05K
|
1.06K
$30.8K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
120+ 210.53% |
$2.16K - $3.09K
|
177
$5.13K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$830 - $1.18K
|
46
$1.33K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$325 - $464
|
18
$521
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 100.0% |
$72.2 - $103
|
8
$232
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 1.72% |
$18 - $25.8
|
59
$1.71K
|