Institutional Ownership Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,811
shares
|
$45,619
0.0% of portfolio
|
Q2 2024
Added 6.53%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,685
shares
|
$42,445
0.0% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,587
shares
|
$39,976
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,485
shares
|
$37,407
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,459
shares
|
$36,752
0.0% of portfolio
|
Q3 2024
Added 2179.69%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,440
shares
|
$36,273
0.0% of portfolio
|
Q1 2024
Added 11.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,352
shares
|
$34,056
0.0% of portfolio
|
Q3 2024
Added 290.75%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,019
shares
|
$25,668
0.0% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
923
shares
|
$23,250
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
912
shares
|
$22,973
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
829
shares
|
$20,882
0.0% of portfolio
|
Q3 2024
Reduced 28.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
615
shares
|
$15,491
0.0% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
504
shares
|
$12,695
0.0% of portfolio
|
Q3 2024
Reduced 97.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
418
shares
|
$10,529
0.0% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
415
shares
|
$10,453
0.0% of portfolio
|
Q3 2024
Added 70.08%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
322
shares
|
$8,111
0.0% of portfolio
|
Q4 2023
Added 30.89%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
278
shares
|
$7,002
0.0% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
235
shares
|
$5,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$5,113
0.0% of portfolio
|
Q2 2024
Reduced 99.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
185
shares
|
$4,660
0.0% of portfolio
|
Q2 2024
Reduced 71.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
154
shares
|
$3,879
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
132
shares
|
$3,325
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
122
shares
|
$3,073
0.0% of portfolio
|
Q4 2023
Added 31.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
114
shares
|
$2,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
100
shares
|
$2,519
0.0% of portfolio
|
Q3 2021
New holding
|