Latest Institutional Purchases of Phreesia, Inc. (PHR)
This list provides information on the latest institutional transactions involving Phreesia, Inc. (PHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
3.87K+ 62.31% |
$89.9K - $110K
|
10.1K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03KNew |
$70.5K - $86.4K
|
3.03K
$66K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
2.7KNew |
$62.8K - $77K
|
2.7K
$58.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.1K+ 20.39% |
$48.8K - $59.8K
|
12.4K
$270K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
792+ 9.89% |
$18.4K - $22.6K
|
8.8K
$192K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700New |
$16.3K - $19.9K
|
700
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
204New |
$4.74K - $5.81K
|
204
$4.44K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
200New |
$4.65K - $5.7K
|
200
$4.35K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 405.56% |
$1.7K - $2.08K
|
91
$1.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28New |
$651 - $798
|
28
$610
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$488 - $598
|
21
$457
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13+ 0.77% |
$302 - $370
|
1.7K
$37K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$93 - $114
|
4
$87.1
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2New |
$46.5 - $57
|
2
$43.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
169KNew |
$3.71M - $5.06M
|
169K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
153KNew |
$3.37M - $4.6M
|
153K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
80KNew |
$1.76M - $2.4M
|
80K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
62.4KNew |
$1.37M - $1.87M
|
62.4K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
41.5KNew |
$913K - $1.25M
|
41.5K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
40.5K+ 207.69% |
$890K - $1.22M
|
60K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
34KNew |
$747K - $1.02M
|
34K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.4KNew |
$273K - $373K
|
12.4K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
12.4KNew |
$271K - $371K
|
12.4K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10KNew |
$221K - $302K
|
10K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.89KNew |
$173K - $237K
|
7.89K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.36K+ 56.49% |
$140K - $191K
|
17.6K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$40.6K - $55.5K
|
1.85K
$40.3K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.76K+ 20.03% |
$38.8K - $52.9K
|
10.6K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
827+ 8.04% |
$18.2K - $24.8K
|
11.1K
$242K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
548New |
$12K - $16.4K
|
548
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
331+ 29.27% |
$7.27K - $9.93K
|
1.46K
$31.8K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
303+ 8.22% |
$6.66K - $9.09K
|
3.99K
$86.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
241New |
$5.29K - $7.23K
|
241
$5.25K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
150New |
$3.3K - $4.5K
|
150
$3.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
106+ 5.85% |
$2.33K - $3.18K
|
1.92K
$41.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$615 - $840
|
28
$610
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$330 - $450
|
15
$327
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$198 - $270
|
9
$196
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$176 - $240
|
8
$174
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
103K+ 77.09% |
$1.85M - $2.64M
|
236K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
75KNew |
$1.35M - $1.93M
|
75K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
19.8K+ 56.4% |
$357K - $510K
|
54.9K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15KNew |
$271K - $386K
|
15K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8K+ 11.85% |
$144K - $206K
|
75.5K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.03KNew |
$54.6K - $77.9K
|
3.03K
$65.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 23.53% |
$43.3K - $61.8K
|
12.6K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.2KNew |
$21.6K - $30.9K
|
1.2K
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.09K+ 261.45% |
$19.6K - $27.9K
|
1.5K
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
910+ 23.87% |
$16.4K - $23.4K
|
4.72K
$103K
|
|