Purchases and Sales Made in Q2 2025 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
15.5KNew |
$360K - $441K
|
15.5K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.3K+ 2.92% |
$355K - $435K
|
538K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 148.79% |
$288K - $353K
|
20.7K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.3KNew |
$285K - $349K
|
12.3K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.8KNew |
$274K - $336K
|
11.8K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
11.7K+ 11.83% |
$272K - $334K
|
111K
$3.08M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
11.6KNew |
$269K - $330K
|
11.6K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.3KNew |
$264K - $323K
|
11.3K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 46.84% |
$252K - $309K
|
34K
$948K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.5KNew |
$243K - $298K
|
10.5K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.06K+ 0.6% |
$211K - $258K
|
1.52M
$42.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.64KNew |
$201K - $246K
|
8.64K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.57K+ 15.11% |
$199K - $244K
|
65.3K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.45KNew |
$197K - $241K
|
8.45K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.71KNew |
$179K - $220K
|
7.71K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
7.47K+ 15.22% |
$174K - $213K
|
56.5K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$172K - $211K
|
7.4K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.35KNew |
$171K - $209K
|
7.35K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
7.31K+ 8.69% |
$170K - $208K
|
91.4K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.2K+ 13.16% |
$167K - $205K
|
61.9K
$1.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.49K+ 80.37% |
$151K - $185K
|
14.6K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.33K+ 21.23% |
$147K - $180K
|
36.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.78K+ 43.29% |
$134K - $165K
|
19.1K
$533K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.75K+ 6.62% |
$134K - $164K
|
92.6K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.47K+ 38.41% |
$127K - $156K
|
19.7K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.89K+ 39.43% |
$114K - $139K
|
17.3K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.73K+ 0.47% |
$110K - $135K
|
1.01M
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.34K+ 0.76% |
$101K - $124K
|
573K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.31K+ 332.54% |
$100K - $123K
|
5.61K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
3.87K+ 62.31% |
$89.9K - $110K
|
10.1K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.74K+ 7.36% |
$87K - $107K
|
54.6K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.36K+ 5.8% |
$78.1K - $95.7K
|
61.3K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.2K+ 881.54% |
$74.4K - $91.2K
|
3.56K
$99.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03KNew |
$70.5K - $86.4K
|
3.03K
$84.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 9375.0% |
$69.8K - $85.5K
|
3.03K
$84.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.88KNew |
$66.8K - $81.9K
|
2.88K
$80.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
2.7KNew |
$62.8K - $77K
|
2.7K
$75.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.42K+ 3.58% |
$56.2K - $68.8K
|
69.9K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.1K+ 20.39% |
$48.8K - $59.8K
|
12.4K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.9K+ 11.19% |
$44.2K - $54.1K
|
18.9K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.41K+ 0.29% |
$32.8K - $40.2K
|
486K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.17K+ 9.7% |
$27.2K - $33.3K
|
13.2K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.03K+ 8.75% |
$24K - $29.5K
|
12.8K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
950+ 9.2% |
$22.1K - $27.1K
|
11.3K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
942+ 10.89% |
$21.9K - $26.8K
|
9.59K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
800+ 7.55% |
$18.6K - $22.8K
|
11.4K
$317K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
792+ 9.89% |
$18.4K - $22.6K
|
8.8K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700New |
$16.3K - $19.9K
|
700
$19.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
540+ 2.78% |
$12.6K - $15.4K
|
20K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
526+ 641.46% |
$12.2K - $15K
|
608
$16.9K
|