Purchases and Sales Made in Q1 2025 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q1 2025. The information is specifically focused on institutions that hold shares of Phreesia, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
303+ 8.22% |
$6.66K - $9.09K
|
3.99K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
271+ 294.57% |
$5.95K - $8.13K
|
363
$10.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.29K - $7.23K
|
241
$6.84K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
225+ 5.33% |
$4.94K - $6.75K
|
4.44K
$126K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
185+ 89.81% |
$4.06K - $5.55K
|
391
$11.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$3.84K - $5.25K
|
175
$4.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
150New |
$3.3K - $4.5K
|
150
$4.26K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
132+ 0.23% |
$2.9K - $3.96K
|
56.7K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
122+ 0.06% |
$2.68K - $3.66K
|
197K
$5.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
106+ 5.85% |
$2.33K - $3.18K
|
1.92K
$54.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
96+ 6.4% |
$2.11K - $2.88K
|
1.6K
$45.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83New |
$1.82K - $2.49K
|
83
$2.36K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 256.52% |
$1.3K - $1.77K
|
82
$2.33K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 26.32% |
$769 - $1.05K
|
168
$4.77K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$615 - $840
|
28
$795
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 62.5% |
$549 - $750
|
65
$1.85K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 24.73% |
$505 - $690
|
116
$3.29K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21New |
$461 - $630
|
21
$596
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$439 - $600
|
20
$568
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$330 - $450
|
15
$426
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$198 - $270
|
9
$256
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$176 - $240
|
8
$227
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$110 - $150
|
647
$18.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 5.0% |
$43.9 - $60
|
38
$1.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 5.8% |
$87.9 - $120
|
65
$1.85K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-21- 30.0% |
$461 - $630
|
49
$1.39K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48- 92.31% |
$1.05K - $1.44K
|
4
$114
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-66- 7.85% |
$1.45K - $1.98K
|
775
$22K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-89- 0.56% |
$1.96K - $2.67K
|
15.8K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-90- 0.12% |
$1.98K - $2.7K
|
77.5K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-91- 3.21% |
$2K - $2.73K
|
2.74K
$77.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-170- 1.06% |
$3.73K - $5.1K
|
15.9K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-250- 2.92% |
$5.49K - $7.5K
|
8.33K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-437- 1.29% |
$9.6K - $13.1K
|
33.4K
$949K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-446- 33.06% |
$9.8K - $13.4K
|
903
$25.6K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-814- 0.79% |
$17.9K - $24.4K
|
102K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-900- 0.83% |
$19.8K - $27K
|
107K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.06K- 5.99% |
$23.2K - $31.7K
|
16.5K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.38K- 9.18% |
$30.4K - $41.5K
|
13.7K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.63K- 11.61% |
$35.8K - $48.9K
|
12.4K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.8K- 3.19% |
$39.5K - $54K
|
54.7K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.84K- 12.4% |
$40.4K - $55.2K
|
13K
$369K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.38K- 14.91% |
$52.3K - $71.5K
|
13.6K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.65K- 14.74% |
$58.1K - $79.4K
|
15.3K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 24.89% |
$63K - $86K
|
8.65K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 13.37% |
$66K - $90.1K
|
19.4K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.19K- 2.11% |
$70K - $95.6K
|
148K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.23K- 0.29% |
$71K - $97K
|
1.09M
$31M
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-3.38K- 28.19% |
$74.3K - $102K
|
8.62K
$245K
|