Purchases and Sales Made in Q1 2023 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q1 2023. The information is specifically focused on institutions that hold shares of Phreesia, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
428+ 69.59% |
$13.1K - $16.9K
|
1.04K
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
395New |
$12.1K - $15.6K
|
395
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$9.2K - $11.8K
|
300
$8K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
298New |
$9.14K - $11.8K
|
298
$7.95K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
270+ 1350.0% |
$8.28K - $10.7K
|
290
$7.74K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
242+ 6.46% |
$7.42K - $9.55K
|
3.99K
$106K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
185+ 2.13% |
$5.67K - $7.3K
|
8.88K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
171New |
$5.24K - $6.75K
|
171
$4.56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$4.6K - $5.92K
|
150
$4K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
89New |
$2.73K - $3.51K
|
89
$2.37K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
43+ 5.21% |
$1.32K - $1.7K
|
868
$23.2K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
41+ 2.96% |
$1.26K - $1.62K
|
1.43K
$38K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
41+ 0.21% |
$1.26K - $1.62K
|
19.8K
$529K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
28+ 233.33% |
$858 - $1.11K
|
40
$1.07K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 27.5% |
$675 - $869
|
102
$2.72K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20+ 0.04% |
$613 - $790
|
48.2K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11+ 1.1% |
$337 - $434
|
1.01K
$26.9K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 14.81% |
$123 - $158
|
31
$827
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.42% |
$92 - $118
|
209
$5.58K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.6% |
$245 - $316
|
1.32K
$35.1K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$276 - $355
|
30.7K
$819K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-31- 3.83% |
$950 - $1.22K
|
779
$20.8K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-42- 0.54% |
$1.29K - $1.66K
|
7.77K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-75- 72.12% |
$2.3K - $2.96K
|
29
$774
|
|
|
May 15, 2023
Q1 2023
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-100- 1.82% |
$3.07K - $3.95K
|
5.4K
$144K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-201- 16.16% |
$6.16K - $7.94K
|
1.04K
$27.8K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-210- 9.42% |
$6.44K - $8.29K
|
2.02K
$53.9K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-223- 1.47% |
$6.84K - $8.8K
|
15K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 1.3% |
$7.67K - $9.87K
|
19K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-250- 0.05% |
$7.67K - $9.87K
|
517K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-336- 19.5% |
$10.3K - $13.3K
|
1.39K
$37K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-416- 3.14% |
$12.8K - $16.4K
|
12.8K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-491- 2.34% |
$15.1K - $19.4K
|
20.5K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-636- 4.18% |
$19.5K - $25.1K
|
14.6K
$389K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-659- 1.05% |
$20.2K - $26K
|
62.3K
$1.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-700- 2.83% |
$21.5K - $27.6K
|
24K
$640K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-757- 6.5% |
$23.2K - $29.9K
|
10.9K
$291K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1K- 1.6% |
$30.7K - $39.5K
|
61.4K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.03K- 14.43% |
$31.5K - $40.6K
|
6.1K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.15K- 1.09% |
$35.3K - $45.4K
|
105K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 7.55% |
$47K - $60.5K
|
18.8K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.55K- 0.38% |
$47.4K - $61K
|
402K
$10.7M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-2K- 7.69% |
$61.3K - $79K
|
24K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.02K- 6.37% |
$62K - $79.8K
|
29.7K
$793K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.17K- 1.55% |
$66.5K - $85.7K
|
138K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.22K- 16.47% |
$98.6K - $127K
|
16.3K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.22K- 25.66% |
$98.7K - $127K
|
9.33K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.49K- 1.29% |
$107K - $138K
|
268K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.98K- 38.31% |
$122K - $157K
|
6.42K
$171K
|