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 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
456+ 2.88% |
$10.6K - $13K
|
16.3K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
426+ 0.95% |
$9.9K - $12.1K
|
45K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
389+ 231.55% |
$9.04K - $11.1K
|
557
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
375+ 2.74% |
$8.72K - $10.7K
|
14K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
225+ 1.66% |
$5.23K - $6.41K
|
13.8K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
206+ 0.04% |
$4.79K - $5.87K
|
539K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
204New |
$4.74K - $5.81K
|
204
$5.68K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
200New |
$4.65K - $5.7K
|
200
$5.57K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
137+ 1.67% |
$3.19K - $3.9K
|
8.35K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 3125.0% |
$2.91K - $3.56K
|
129
$3.59K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
88+ 191.3% |
$2.05K - $2.51K
|
134
$3.73K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
78+ 132.2% |
$1.81K - $2.22K
|
137
$3.82K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 405.56% |
$1.7K - $2.08K
|
91
$2.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
69+ 6.48% |
$1.6K - $1.97K
|
1.13K
$31.6K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
68+ 323.81% |
$1.58K - $1.94K
|
89
$2.48K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
64+ 4.01% |
$1.49K - $1.82K
|
1.66K
$46.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 76.92% |
$1.16K - $1.42K
|
115
$3.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46New |
$1.07K - $1.31K
|
46
$1.28K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 220.0% |
$1.02K - $1.25K
|
64
$1.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28New |
$651 - $798
|
28
$780
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
27+ 3.48% |
$628 - $769
|
802
$22.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$488 - $598
|
21
$585
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13+ 0.77% |
$302 - $370
|
1.7K
$47.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$93 - $114
|
4
$111
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 7.89% |
$69.8 - $85.5
|
41
$1.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2New |
$46.5 - $57
|
2
$55.7
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1- 6.25% |
$23.3 - $28.5
|
15
$418
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6- 2.7% |
$140 - $171
|
216
$6.02K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.47% |
$372 - $456
|
631
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 19.83% |
$535 - $655
|
93
$2.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24- 0.3% |
$558 - $684
|
8.02K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 87.76% |
$1K - $1.23K
|
6
$167
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-185- 47.31% |
$4.3K - $5.27K
|
206
$5.74K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-199- 0.42% |
$4.63K - $5.67K
|
47.6K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-261- 6.46% |
$6.07K - $7.44K
|
3.78K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-456- 5.54% |
$10.6K - $13K
|
7.78K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-492- 3.19% |
$11.4K - $14K
|
14.9K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-510- 0.99% |
$11.9K - $14.5K
|
50.8K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-538- 4.43% |
$12.5K - $15.3K
|
11.6K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-552- 44.81% |
$12.8K - $15.7K
|
680
$18.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-565- 2.34% |
$13.1K - $16.1K
|
23.6K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-577- 21.03% |
$13.4K - $16.4K
|
2.17K
$60.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-590- 3.71% |
$13.7K - $16.8K
|
15.3K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-694- 0.68% |
$16.1K - $19.8K
|
101K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-697- 15.68% |
$16.2K - $19.9K
|
3.75K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-953- 8.51% |
$22.2K - $27.2K
|
10.3K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.02K- 35.23% |
$23.8K - $29.1K
|
1.88K
$52.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.2K- 4.27% |
$27.9K - $34.1K
|
26.8K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 11.54% |
$34.9K - $42.7K
|
11.5K
$320K
|