Latest Institutional Transactions on Phreesia, Inc. (PHR)
This table provides information on the latest institutional transactions involving Phreesia, Inc. (PHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 33.33% |
$361 - $515
|
40
$1.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
91+ 32.73% |
$1.64K - $2.34K
|
369
$10.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.35KNew |
$24.3K - $34.8K
|
1.35K
$37.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 23.53% |
$43.3K - $61.8K
|
12.6K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.93K- 5.08% |
$88.9K - $127K
|
92.2K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.03KNew |
$54.6K - $77.9K
|
3.03K
$85K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-259- 2.2% |
$4.67K - $6.67K
|
11.5K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.53K+ 0.8% |
$45.7K - $65.2K
|
319K
$8.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.76K+ 7.39% |
$104K - $148K
|
83.6K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$830 - $1.18K
|
46
$1.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
235+ 28.35% |
$4.24K - $6.05K
|
1.06K
$29.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-9.64K- 23.86% |
$174K - $248K
|
30.8K
$865K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.1KNew |
$181K - $259K
|
10.1K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-540- 0.69% |
$9.74K - $13.9K
|
77.5K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.2KNew |
$21.6K - $30.9K
|
1.2K
$33.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 18.66% |
$1.41K - $2.01K
|
340
$9.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-208- 14.44% |
$3.75K - $5.36K
|
1.23K
$34.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-88- 5.55% |
$1.59K - $2.27K
|
1.5K
$42.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
20K+ 76.92% |
$361K - $515K
|
46K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-69.3K- 9.21% |
$1.25M - $1.79M
|
684K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.3K- 12.57% |
$41.4K - $59.1K
|
16K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
120+ 210.53% |
$2.16K - $3.09K
|
177
$4.98K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29+ 120.83% |
$523 - $747
|
53
$1.49K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
107+ 108.08% |
$1.93K - $2.76K
|
206
$5.79K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.4K- 35.81% |
$666K - $921K
|
63.5K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.54K+ 4.57% |
$28.9K - $39.9K
|
35.1K
$987K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
43.2K+ 83.6% |
$813K - $1.12M
|
94.9K
$2.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49New |
$922 - $1.27K
|
49
$1.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11K- 10.29% |
$208K - $287K
|
96.3K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
249+ 1.82% |
$4.69K - $6.48K
|
14K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.8KNew |
$71.5K - $98.8K
|
3.8K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17K- 97.12% |
$320K - $442K
|
504
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
41.6KNew |
$783K - $1.08M
|
41.6K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
12.2KNew |
$230K - $318K
|
12.2K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
80.5K+ 35.4% |
$1.51M - $2.09M
|
308K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
18.7KNew |
$352K - $486K
|
18.7K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-101K- 40.23% |
$1.9M - $2.62M
|
150K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-153K- 33.66% |
$2.87M - $3.97M
|
301K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
324+ 9.42% |
$6.1K - $8.43K
|
3.76K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15.7KNew |
$295K - $408K
|
15.7K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.4K+ 4.48% |
$365K - $505K
|
453K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 45.03% |
$2.03M - $2.81M
|
348K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
203+ 24.88% |
$3.82K - $5.28K
|
1.02K
$28.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.1K+ 18.64% |
$1.13M - $1.56M
|
383K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
PUT |
-12K- 15.89% |
$226K - $312K
|
63.5K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
912New |
$17.2K - $23.7K
|
912
$25.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-278K- 15.35% |
$5.24M - $7.24M
|
1.54M
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
87.6KNew |
$1.65M - $2.28M
|
87.6K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Rock Springs Capital Management LP
Baltimore, MD |
SELL
|
- |
-135K- 5.58% |
$2.54M - $3.51M
|
2.28M
$64.2M
|
|