Purchases and Sales Made in Q2 2022 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.88K+ 57.91% |
$67K - $148K
|
13.3K
$264K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
3.47K+ 80.17% |
$47.5K - $105K
|
7.79K
$155K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.2K+ 33.12% |
$43.9K - $97.1K
|
12.9K
$256K
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.18KNew |
$43.6K - $96.2K
|
3.18K
$63.1K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.79K+ 16.55% |
$38.3K - $84.6K
|
19.6K
$390K
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.15K+ 3.56% |
$29.5K - $65.1K
|
62.4K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
2K+ 57.14% |
$27.4K - $60.6K
|
5.5K
$109K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.96K+ 71.87% |
$26.9K - $59.4K
|
4.69K
$93.1K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.94K+ 0.1% |
$26.5K - $58.6K
|
1.97M
$39.2M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 19.9% |
$26.5K - $58.5K
|
11.6K
$231K
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
1.7K+ 5.9% |
$23.3K - $51.5K
|
30.5K
$606K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.62K+ 17.31% |
$22.2K - $49.1K
|
11K
$218K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.59K+ 8.1% |
$21.7K - $48K
|
21.2K
$420K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4K+ 8.74% |
$19.3K - $42.6K
|
17.5K
$347K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.19K+ 10.69% |
$16.4K - $36.1K
|
12.3K
$245K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.05K+ 3.25% |
$14.4K - $31.8K
|
33.4K
$663K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
931+ 22.14% |
$12.8K - $28.2K
|
5.14K
$102K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
923New |
$12.7K - $28K
|
923
$18.3K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
866+ 154.64% |
$11.9K - $26.2K
|
1.43K
$28.3K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
815+ 6.58% |
$11.2K - $24.7K
|
13.2K
$262K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
717+ 37.15% |
$9.84K - $21.7K
|
2.65K
$52.6K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
574+ 911.11% |
$7.88K - $17.4K
|
637
$12.7K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
542+ 47.13% |
$7.44K - $16.4K
|
1.69K
$33.6K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
509+ 6.56% |
$6.98K - $15.4K
|
8.27K
$164K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
500+ 42.19% |
$6.86K - $15.2K
|
1.69K
$33.5K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
359New |
$4.93K - $10.9K
|
359
$7.13K
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
349+ 3.15% |
$4.79K - $10.6K
|
11.4K
$227K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
270+ 710.53% |
$3.7K - $8.18K
|
308
$6.12K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
205New |
$2.81K - $6.21K
|
205
$4.07K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
132+ 0.73% |
$1.81K - $4K
|
18.3K
$363K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90New |
$1.23K - $2.73K
|
90
$1.79K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
55+ 34.16% |
$755 - $1.67K
|
216
$4.29K
|
|
Aug 15, 2022
Q2 2022
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
46+ 0.05% |
$631 - $1.39K
|
84K
$1.67M
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
39New |
$535 - $1.18K
|
39
$775
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28New |
$384 - $849
|
28
$556
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28+ 2.81% |
$384 - $849
|
1.02K
$20.3K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
27New |
$370 - $818
|
27
$536
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23+ 38.33% |
$316 - $697
|
83
$1.65K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21New |
$288 - $637
|
21
$417
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
12New |
$165 - $364
|
12
$238
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9New |
$123 - $273
|
9
$179
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9New |
$123 - $273
|
9
$179
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 19.44% |
$96 - $212
|
43
$854
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 20.0% |
$27.4 - $60.6
|
8
$159
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13Closed |
$178 - $394
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27Closed |
$370 - $818
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 2.86% |
$494 - $1.09K
|
1.22K
$24.3K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-41Closed |
$563 - $1.24K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-42Closed |
$576 - $1.27K
|
0
$0
|