Latest Institutional Transactions on Evolution Petroleum Corp (EPM)
This table provides information on the latest institutional transactions involving Evolution Petroleum Corp (EPM) 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 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.27K- 1.65% |
$25.4K - $29.5K
|
315K
$1.56M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.27K- 7.28% |
$6.11K - $7.1K
|
16.1K
$80.2K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.91K+ 2.92% |
$47.8K - $55.5K
|
349K
$1.73M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
75.4K+ 26.7% |
$364K - $422K
|
358K
$1.78M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.4KNew |
$59.9K - $69.6K
|
12.4K
$61.8K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-3.33K- 1.69% |
$16.1K - $18.7K
|
194K
$967K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 18.92% |
$33.7 - $39.2
|
30
$149
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.65K- 10.69% |
$12.8K - $14.9K
|
22.2K
$110K
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-608- 1.36% |
$2.93K - $3.4K
|
44.1K
$219K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.1K- 66.33% |
$155K - $180K
|
16.3K
$80.9K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7.75K- 18.68% |
$37.4K - $43.4K
|
33.7K
$168K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
97New |
$468 - $543
|
97
$482
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.79K- 7.96% |
$27.9K - $32.4K
|
66.9K
$332K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
61.2KNew |
$295K - $343K
|
61.2K
$304K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
184New |
$887 - $1.03K
|
184
$914
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 71.14% |
$5.35K - $6.21K
|
2.67K
$13.3K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.1K+ 24.03% |
$130K - $152K
|
140K
$694K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.61K- 0.48% |
$36.7K - $42.6K
|
1.58M
$7.87M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
756+ 0.85% |
$3.64K - $4.23K
|
89.3K
$444K
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-800- 0.36% |
$3.86K - $4.48K
|
222K
$1.1M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.49K- 26.44% |
$16.8K - $19.6K
|
9.71K
$48.3K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2New |
$9.64 - $11.2
|
2
$9.94
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.1K- 11.37% |
$19.7K - $22.9K
|
31.9K
$159K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-920- 5.81% |
$4.43K - $5.15K
|
14.9K
$74.2K
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
550+ 5.0% |
$2.65K - $3.08K
|
11.6K
$57.4K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-20.9K- 62.46% |
$101K - $117K
|
12.6K
$62.4K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
247+ 29.79% |
$1.19K - $1.38K
|
1.08K
$5.35K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-369- 38.72% |
$1.78K - $2.07K
|
584
$2.9K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.6K- 24.16% |
$36.6K - $42.6K
|
23.9K
$119K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-110- 24.28% |
$530 - $616
|
343
$1.7K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 3.89% |
$6.12K - $7.11K
|
33.9K
$169K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 52.86% |
$54.8K - $63.7K
|
32.9K
$163K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-783- 50.0% |
$3.77K - $4.38K
|
783
$3.89K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 6.67% |
$4.82 - $5.6
|
16
$79.5
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.88K+ 2.72% |
$38K - $44.1K
|
298K
$1.48M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-200- 1.4% |
$964 - $1.12K
|
14.1K
$70.1K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
70.5K+ 30.03% |
$340K - $395K
|
305K
$1.52M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.87K- 0.58% |
$23.5K - $27.3K
|
828K
$4.12M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.01K- 22.79% |
$14.5K - $16.9K
|
10.2K
$50.7K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.23K- 80.7% |
$10.7K - $12.5K
|
533
$2.65K
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-41.5K- 38.61% |
$200K - $232K
|
66K
$328K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.22K- 74.48% |
$5.89K - $6.85K
|
419
$2.08K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.11K+ 21.21% |
$44.5K - $55.7K
|
52.1K
$259K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.7K- 37.82% |
$32.7K - $41K
|
11K
$54.8K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.1K- 21.97% |
$54.1K - $67.7K
|
39.4K
$196K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
500New |
$2.44K - $3.06K
|
500
$2.49K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.6KNew |
$90.6K - $113K
|
18.6K
$92.2K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.7KNew |
$66.7K - $83.5K
|
13.7K
$67.9K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.3KNew |
$59.8K - $74.9K
|
12.3K
$60.9K
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.1KNew |
$83.4K - $104K
|
17.1K
$85K
|