Purchases and Sales Made in Q4 2023 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.4KNew |
$191K - $371K
|
15.4K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
15.4K+ 41.82% |
$191K - $369K
|
52.1K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.3K+ 3.85% |
$190K - $367K
|
413K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 23.12% |
$180K - $348K
|
77.3K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
14K+ 718.74% |
$173K - $336K
|
15.9K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.9KNew |
$173K - $335K
|
13.9K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.6KNew |
$169K - $327K
|
13.6K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
12.7KNew |
$157K - $304K
|
12.7K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.4K+ 2.12% |
$141K - $273K
|
550K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4KNew |
$141K - $273K
|
11.4K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.8KNew |
$133K - $258K
|
10.8K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.7KNew |
$133K - $257K
|
10.7K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.5KNew |
$130K - $251K
|
10.5K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.3KNew |
$128K - $247K
|
10.3K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
10K+ 52.68% |
$124K - $240K
|
29K
$730K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.77KNew |
$121K - $234K
|
9.77K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
9.23KNew |
$114K - $221K
|
9.23K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.01KNew |
$112K - $216K
|
9.01K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
8.77KNew |
$109K - $211K
|
8.77K
$221K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.06K+ 3.36% |
$99.8K - $193K
|
248K
$6.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
8.02K+ 19.08% |
$99.4K - $193K
|
50.1K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.98K+ 25.39% |
$98.8K - $191K
|
39.4K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
7.61K+ 4.38% |
$94.3K - $183K
|
181K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.45K+ 3225.97% |
$92.3K - $179K
|
7.68K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.08K+ 44.52% |
$87.7K - $170K
|
23K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.79K+ 236.74% |
$84.1K - $163K
|
9.65K
$243K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
6.2K+ 13.01% |
$76.8K - $149K
|
53.9K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
5.9K+ 37.38% |
$73K - $141K
|
21.7K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.39K+ 1.55% |
$66.8K - $129K
|
354K
$8.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.73K+ 25.66% |
$58.6K - $113K
|
23.2K
$583K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4.09K+ 9.92% |
$50.7K - $98.2K
|
45.3K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.77K+ 5462.32% |
$46.7K - $90.5K
|
3.84K
$96.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.68K+ 29.43% |
$45.6K - $88.3K
|
16.2K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.56K+ 11.93% |
$44.1K - $85.5K
|
33.4K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.47K+ 7.11% |
$43K - $83.3K
|
52.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.37K+ 0.65% |
$41.7K - $80.8K
|
521K
$13.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.81K+ 18.55% |
$34.8K - $67.3K
|
17.9K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.67K+ 0.15% |
$33.1K - $64.2K
|
1.78M
$44.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 2.58% |
$24.2K - $46.9K
|
77.7K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.83KNew |
$22.7K - $44K
|
1.83K
$46.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.64K+ 0.36% |
$20.3K - $39.3K
|
461K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.5K+ 1.62% |
$18.6K - $36K
|
94K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.48KNew |
$18.4K - $35.6K
|
1.48K
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.45K+ 65.04% |
$18K - $34.8K
|
3.68K
$92.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.43K+ 36.26% |
$17.7K - $34.3K
|
5.37K
$135K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.32K+ 11.58% |
$16.4K - $31.8K
|
12.8K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
750+ 3.39% |
$9.29K - $18K
|
22.9K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
591+ 2.3% |
$7.32K - $14.2K
|
26.3K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
411+ 8.1% |
$5.09K - $9.86K
|
5.49K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
408+ 14.33% |
$5.06K - $9.79K
|
3.26K
$81.9K
|