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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-155- 1.72% |
$3.42K - $4.47K
|
8.85K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
89.8KNew |
$1.98M - $2.59M
|
89.8K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
816+ 6.45% |
$18K - $23.5K
|
13.5K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.76K- 21.22% |
$60.9K - $79.7K
|
10.2K
$223K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-224- 0.85% |
$4.94K - $6.46K
|
26.1K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49KNew |
$32.7K - $42.9K
|
1.49K
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.46K- 0.42% |
$165K - $215K
|
1.77M
$38.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15KNew |
$332K - $434K
|
15K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-186K- 51.04% |
$4.09M - $5.35M
|
178K
$3.87M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.9K+ 31.72% |
$704K - $921K
|
133K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
548New |
$12.1K - $15.8K
|
548
$11.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-19K- 60.61% |
$419K - $549K
|
12.4K
$269K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
876+ 4.89% |
$19.3K - $25.3K
|
18.8K
$409K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
60New |
$1.32K - $1.73K
|
60
$1.31K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
97+ 26.58% |
$2.14K - $2.8K
|
462
$10.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
14.5K+ 87.88% |
$320K - $418K
|
31K
$675K
|
|
| Q4 2023 | |||||||
|
Jun 30, 2025
Q4 2023
|
Birchview Capital, LP
Burlington, VT |
BUY
|
- |
32K+ 38.69% |
$396K - $768K
|
115K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
7.61K+ 4.38% |
$94.3K - $183K
|
181K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.5K+ 129.72% |
$217K - $420K
|
31K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.37K+ 0.65% |
$41.7K - $80.8K
|
521K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
214K+ 24.14% |
$2.65M - $5.13M
|
1.1M
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
10KNew |
$124K - $240K
|
10K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
171K+ 74.88% |
$2.11M - $4.09M
|
398K
$8.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
31.7KNew |
$393K - $762K
|
31.7K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
154KNew |
$1.9M - $3.68M
|
154K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
21.5K+ 25.26% |
$266K - $516K
|
107K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-101K- 25.7% |
$1.25M - $2.43M
|
293K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
5.9K+ 37.38% |
$73K - $141K
|
21.7K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
15.4K+ 41.82% |
$191K - $369K
|
52.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.45K+ 65.04% |
$18K - $34.8K
|
3.68K
$80K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.9KNew |
$173K - $335K
|
13.9K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
46+ 117.95% |
$570 - $1.1K
|
85
$1.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.5KNew |
$130K - $251K
|
10.5K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.4KNew |
$240K - $465K
|
19.4K
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
55New |
$681 - $1.32K
|
55
$1.2K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$706 - $1.38K
|
40
$871
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
- |
-75K- 25.86% |
$1.32M - $2.59M
|
215K
$4.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 16.5% |
$33.4K - $65.4K
|
13.4K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 50.0% |
$176 - $345
|
10
$218
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
126+ 4.46% |
$2.22K - $4.35K
|
2.95K
$64.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Diker Management LLC
New York, NY |
BUY
|
- |
35K+ 233.33% |
$617K - $1.21M
|
50K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.9K+ 45.68% |
$68.8K - $135K
|
12.4K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
29.5K+ 6.59% |
$520K - $1.02M
|
477K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
70+ 63.64% |
$1.23K - $2.42K
|
180
$3.92K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
CALL |
25.5KNew |
$450K - $880K
|
25.5K
$555K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55New |
$970 - $1.9K
|
55
$1.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.36KNew |
$130K - $254K
|
7.36K
$160K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
463+ 3.94% |
$8.17K - $16K
|
12.2K
$266K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.03K- 17.5% |
$84.8K - $104K
|
14.3K
$311K
|
|