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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.06K+ 30.34% |
$141K - $197K
|
26K
$567K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.2K- 15.49% |
$238K - $333K
|
55.9K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.29% |
$46.6 - $65.1
|
682
$14.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
437K+ 8.31% |
$10.2M - $14.2M
|
5.7M
$124M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 44.35% |
$1.19K - $1.66K
|
166
$3.61K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
15.5K+ 18.72% |
$361K - $505K
|
98.4K
$2.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
18.5K+ 40.22% |
$431K - $602K
|
64.5K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
10.5KNew |
$244K - $342K
|
10.5K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.68K+ 3.63% |
$85.6K - $120K
|
105K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$4.66K - $6.51K
|
200
$4.35K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.44K- 5.87% |
$127K - $177K
|
87.2K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.81K- 15.58% |
$42K - $58.8K
|
9.79K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.63K+ 129.01% |
$84.6K - $118K
|
6.45K
$140K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
507K+ 1065.95% |
$11.8M - $16.5M
|
555K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-24.2K- 39.55% |
$564K - $788K
|
37K
$806K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
129New |
$3K - $4.2K
|
129
$2.81K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
11.1KNew |
$257K - $360K
|
11.1K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20.5K+ 14.0% |
$478K - $668K
|
167K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 18.03% |
$512 - $716
|
144
$3.13K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.56K- 28.08% |
$223K - $311K
|
24.5K
$533K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 1200.0% |
$279 - $391
|
13
$283
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
21.2K+ 254.02% |
$494K - $691K
|
29.6K
$644K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.31K+ 8.06% |
$30.6K - $42.7K
|
17.6K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
120K+ 727.07% |
$2.8M - $3.92M
|
137K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-134K- 35.8% |
$3.13M - $4.37M
|
241K
$5.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$31.2K - $43.6K
|
1.34K
$29.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
52.5KNew |
$1.22M - $1.71M
|
52.5K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 2.15% |
$279 - $391
|
569
$12.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
40KNew |
$931K - $1.3M
|
40K
$871K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 33.33% |
$46.6 - $65.1
|
4
$87.1
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
94+ 0.71% |
$2.19K - $3.06K
|
13.3K
$290K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 32.81% |
$489 - $684
|
85
$1.85K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
15.3K+ 134.21% |
$356K - $498K
|
26.7K
$581K
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
49KNew |
$1.14M - $1.59M
|
49K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
92New |
$2.14K - $2.99K
|
92
$2K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
9.51K+ 8.38% |
$221K - $309K
|
123K
$2.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27New |
$629 - $879
|
27
$588
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-935- 1.21% |
$21.8K - $30.4K
|
76.5K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-11.4K- 3.51% |
$266K - $372K
|
314K
$6.84M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.54KNew |
$82.4K - $115K
|
3.54K
$77K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.91KNew |
$44.5K - $62.2K
|
1.91K
$41.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.6K+ 24.36% |
$107K - $150K
|
23.5K
$511K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$4.07K - $5.7K
|
175
$3.81K
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
485KNew |
$11.3M - $15.8M
|
485K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.98K+ 883.39% |
$186K - $260K
|
8.88K
$193K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.36K+ 38.8% |
$125K - $174K
|
19.2K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-436- 11.54% |
$10.2K - $14.2K
|
3.34K
$72.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$2.33K - $3.25K
|
100
$2.18K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 45.38% |
$32K - $44.8K
|
1.66K
$36.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.2K- 8.37% |
$1.07M - $1.5M
|
505K
$11M
|
|