Purchases and Sales Made in Q4 2021 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
13New |
$519 - $974
|
13
$362
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
10New |
$399 - $749
|
10
$279
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
9New |
$359 - $674
|
9
$251
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7- 8.97% |
$279 - $524
|
71
$1.98K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28Closed |
$1.12K - $2.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-33- 0.09% |
$1.32K - $2.47K
|
38.2K
$1.06M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 2.97% |
$1.56K - $2.92K
|
1.27K
$35.4K
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-81- 1.07% |
$3.23K - $6.07K
|
7.48K
$208K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-86- 21.77% |
$3.43K - $6.44K
|
309
$8.61K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-92- 0.01% |
$3.67K - $6.89K
|
936K
$26.1M
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-93Closed |
$3.71K - $6.96K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-95Closed |
$3.79K - $7.11K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$3.99K - $7.49K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-105- 2.05% |
$4.19K - $7.86K
|
5.03K
$140K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-115Closed |
$4.59K - $8.61K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-140Closed |
$5.59K - $10.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-141- 1.14% |
$5.63K - $10.6K
|
12.2K
$341K
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.2% |
$7.98K - $15K
|
100K
$2.79M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-200Closed |
$7.98K - $15K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-351- 1.31% |
$14K - $26.3K
|
26.4K
$735K
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-400- 18.69% |
$16K - $30K
|
1.74K
$48.5K
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-420- 4.32% |
$16.8K - $31.5K
|
9.3K
$259K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-463Closed |
$18.5K - $34.7K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-539- 1.1% |
$21.5K - $40.4K
|
48.5K
$1.35M
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-618- 6.04% |
$24.7K - $46.3K
|
9.61K
$268K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-801- 76.95% |
$32K - $60K
|
240
$6.68K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.04K- 2.83% |
$41.4K - $77.7K
|
35.7K
$994K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.69K- 18.09% |
$67.6K - $127K
|
7.67K
$214K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.72K- 58.64% |
$68.5K - $129K
|
1.21K
$33.7K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.12KClosed |
$84.7K - $159K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.19K- 21.7% |
$87.2K - $164K
|
7.89K
$220K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.28K- 15.3% |
$131K - $245K
|
18.1K
$505K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.38K- 25.83% |
$135K - $253K
|
9.72K
$271K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.5KClosed |
$140K - $262K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.67KClosed |
$147K - $275K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.73KClosed |
$149K - $279K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.1KClosed |
$163K - $307K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.34K- 33.32% |
$173K - $325K
|
8.68K
$242K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.39KClosed |
$175K - $329K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.5KClosed |
$180K - $337K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-4.62KClosed |
$184K - $346K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.86KClosed |
$194K - $364K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 39.4% |
$195K - $366K
|
7.52K
$209K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.26K- 12.38% |
$250K - $469K
|
44.3K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.57K- 34.3% |
$262K - $492K
|
12.6K
$351K
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.68K- 2.03% |
$267K - $500K
|
323K
$9M
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-6.8K- 82.25% |
$272K - $510K
|
1.47K
$40.9K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7KClosed |
$279K - $524K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.89K- 5.94% |
$315K - $591K
|
125K
$3.47M
|