Purchases and Sales Made in Q3 2023 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.09K+ 11.65% |
$89.9K - $176K
|
48.8K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.77KNew |
$84.2K - $165K
|
4.77K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
4.28K+ 40.19% |
$75.5K - $148K
|
14.9K
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.25K+ 1.08% |
$74.9K - $147K
|
397K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.9K+ 45.68% |
$68.8K - $135K
|
12.4K
$361K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.83K+ 16.29% |
$67.6K - $132K
|
27.3K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.68K+ 9.4% |
$64.9K - $127K
|
42.8K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.52K+ 44.45% |
$62.1K - $121K
|
11.4K
$331K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.1K+ 6.96% |
$54.7K - $107K
|
47.7K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$50.6K - $98.9K
|
2.87K
$83.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.8K+ 14.84% |
$49.4K - $96.7K
|
21.7K
$628K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.77K+ 0.09% |
$48.9K - $95.7K
|
3.23M
$93.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 18.08% |
$43K - $84.1K
|
15.9K
$461K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.31K+ 18.06% |
$40.8K - $79.8K
|
15.1K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.24K+ 0.05% |
$39.5K - $77.4K
|
4.43M
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.23KNew |
$39.3K - $76.9K
|
2.23K
$64.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.1K+ 17.66% |
$37.1K - $72.6K
|
14K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.9K+ 1.72% |
$33.5K - $65.6K
|
112K
$3.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 16.5% |
$33.4K - $65.4K
|
13.4K
$388K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.25K+ 179.89% |
$22.1K - $43.2K
|
1.95K
$56.5K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.16K+ 4.73% |
$20.5K - $40.1K
|
25.8K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.09K+ 27.22% |
$19.2K - $37.5K
|
5.08K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.08K+ 157.18% |
$19.1K - $37.4K
|
1.77K
$51.4K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
930+ 48.49% |
$16.4K - $32.1K
|
2.85K
$82.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
888+ 2.47% |
$15.7K - $30.7K
|
36.8K
$1.07M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
867New |
$15.3K - $29.9K
|
867
$25.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
825+ 180.53% |
$14.6K - $28.5K
|
1.28K
$37.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
463+ 3.94% |
$8.17K - $16K
|
12.2K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
305+ 1.48% |
$5.38K - $10.5K
|
20.9K
$605K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
305+ 1.48% |
$5.38K - $10.5K
|
20.9K
$605K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
302+ 2.12% |
$5.33K - $10.4K
|
14.5K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
230+ 1.59% |
$4.06K - $7.94K
|
14.7K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
126+ 4.46% |
$2.22K - $4.35K
|
2.95K
$85.5K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71New |
$1.25K - $2.45K
|
71
$2.06K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
70+ 63.64% |
$1.23K - $2.42K
|
180
$5.22K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55New |
$970 - $1.9K
|
55
$1.59K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$706 - $1.38K
|
40
$1.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
24+ 0.06% |
$423 - $828
|
41.2K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12+ 21.05% |
$212 - $414
|
69
$2K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4+ 0.24% |
$70.6 - $138
|
1.69K
$49K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 16.67% |
$17.6 - $34.5
|
5
$145
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2- 0.22% |
$35.3 - $69
|
899
$26.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 50.0% |
$176 - $345
|
10
$290
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11- 0.54% |
$194 - $380
|
2.01K
$58.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 2.69% |
$494 - $967
|
1.01K
$29.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 2.69% |
$494 - $967
|
1.01K
$29.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-89Closed |
$1.57K - $3.07K
|
0
$0
|