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 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
317+ 40.69% |
$3.93K - $7.61K
|
1.1K
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
272+ 1.3% |
$3.37K - $6.53K
|
21.1K
$532K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
171+ 2.42% |
$2.12K - $4.1K
|
7.24K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
156New |
$1.93K - $3.74K
|
156
$3.92K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
123+ 0.85% |
$1.52K - $2.95K
|
14.7K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
100+ 0.11% |
$1.24K - $2.4K
|
88.7K
$2.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76+ 30.89% |
$942 - $1.82K
|
322
$8.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
64New |
$793 - $1.54K
|
64
$1.61K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
55New |
$681 - $1.32K
|
55
$1.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
46+ 117.95% |
$570 - $1.1K
|
85
$2.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43New |
$533 - $1.03K
|
43
$1.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$396 - $768
|
32
$805
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29+ 31.18% |
$359 - $696
|
122
$3.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$260 - $504
|
21
$528
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17New |
$211 - $408
|
17
$428
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.4% |
$49.6 - $96
|
1.02K
$25.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4- 0.24% |
$49.6 - $96
|
1.69K
$42.4K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 10.26% |
$99.1 - $192
|
70
$1.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 65.12% |
$347 - $672
|
15
$377
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 97.06% |
$409 - $792
|
1
$25.2
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-46- 71.88% |
$570 - $1.1K
|
18
$453
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-47- 0.1% |
$582 - $1.13K
|
47.4K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-145- 2.11% |
$1.8K - $3.48K
|
6.72K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-153- 1.98% |
$1.9K - $3.67K
|
7.56K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-218- 25.14% |
$2.7K - $5.23K
|
649
$16.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-280- 1.07% |
$3.47K - $6.72K
|
25.8K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-457- 71.18% |
$5.66K - $11K
|
185
$4.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-479- 1.75% |
$5.93K - $11.5K
|
26.9K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-494- 27.88% |
$6.12K - $11.9K
|
1.28K
$32.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-515- 25.63% |
$6.38K - $12.4K
|
1.49K
$37.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 63.29% |
$7.05K - $13.7K
|
330
$8.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-734- 57.25% |
$9.09K - $17.6K
|
548
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-907- 12.49% |
$11.2K - $21.8K
|
6.35K
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-993- 1.66% |
$12.3K - $23.8K
|
58.7K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.1K- 1.94% |
$13.6K - $26.3K
|
55.4K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.7K- 11.58% |
$21.1K - $40.9K
|
13K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 9.34% |
$21.4K - $41.5K
|
16.8K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.2K- 24.59% |
$39.7K - $76.8K
|
9.82K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.44K- 27.97% |
$42.6K - $82.6K
|
8.86K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.52K- 25.12% |
$43.6K - $84.4K
|
10.5K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-3.82K- 1.17% |
$47.4K - $91.8K
|
322K
$8.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-6.23K- 16.55% |
$77.1K - $149K
|
31.4K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.37K- 14.88% |
$78.9K - $153K
|
36.4K
$917K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.77K- 94.88% |
$83.8K - $162K
|
365
$9.18K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.9K- 7.93% |
$110K - $214K
|
103K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.91K- 28.54% |
$110K - $214K
|
22.3K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.2K- 41.79% |
$200K - $388K
|
22.5K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-16.9K- 17.63% |
$210K - $406K
|
79K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-26.9K- 2.47% |
$333K - $644K
|
1.06M
$26.7M
|