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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 19.48% |
$5.58K - $6.91K
|
7.37K
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-92.3K- 16.11% |
$428K - $531K
|
481K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.15K+ 0.16% |
$5.35K - $6.63K
|
710K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.8K- 33.23% |
$82.8K - $103K
|
35.8K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
79New |
$367 - $454
|
79
$441
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.6KNew |
$72.3K - $89.6K
|
15.6K
$87K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
15.5K+ 202.95% |
$71.8K - $88.9K
|
23.1K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
167+ 0.08% |
$775 - $960
|
199K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-73K- 50.42% |
$339K - $420K
|
71.7K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.7KNew |
$91.6K - $113K
|
19.7K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
30.7KNew |
$143K - $177K
|
30.7K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.5K- 13.68% |
$30.2K - $37.4K
|
41K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$928 - $1.15K
|
200
$1.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.9KNew |
$116K - $143K
|
24.9K
$139K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-972- 8.19% |
$4.51K - $5.59K
|
10.9K
$60.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.45K- 58.34% |
$25.3K - $31.4K
|
3.89K
$21.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33+ 2.21% |
$153 - $190
|
1.52K
$8.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.54K+ 20.94% |
$11.8K - $14.6K
|
14.7K
$81.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
84.4K+ 6.32% |
$392K - $485K
|
1.42M
$7.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.4KNew |
$62.2K - $77.1K
|
13.4K
$74.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.67KNew |
$7.75K - $9.61K
|
1.67K
$9.32K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-600- 0.26% |
$2.78K - $3.45K
|
234K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14.6K- 53.71% |
$67.6K - $83.8K
|
12.6K
$70.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
22.8K+ 2.13% |
$106K - $131K
|
1.09M
$6.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
782New |
$3.63K - $4.5K
|
782
$4.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$51 - $63.3
|
11
$61.4
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-123- 89.13% |
$571 - $707
|
15
$83.7
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.88K- 0.59% |
$22.6K - $28K
|
823K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-222- 1.53% |
$1.03K - $1.28K
|
14.3K
$79.8K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-17.5K- 35.74% |
$81.2K - $101K
|
31.5K
$176K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 13.81% |
$153 - $190
|
206
$1.15K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
322+ 245.8% |
$1.49K - $1.85K
|
453
$2.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.7K+ 27.07% |
$240K - $297K
|
243K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-164K- 90.78% |
$761K - $944K
|
16.7K
$92.9K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-3.3K- 71.74% |
$15.3K - $19K
|
1.3K
$7.25K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.9K- 31.82% |
$50.6K - $62.8K
|
23.4K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5KNew |
$6.96K - $8.63K
|
1.5K
$8.37K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10KNew |
$46.4K - $57.5K
|
10K
$55.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
55.9KNew |
$260K - $322K
|
55.9K
$312K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
91+ 36.11% |
$422 - $523
|
343
$1.91K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325+ 5.96% |
$1.7K - $2.03K
|
5.78K
$32.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
65.4KNew |
$342K - $409K
|
65.4K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-900- 28.84% |
$4.7K - $5.63K
|
2.22K
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-19.8K- 16.76% |
$103K - $124K
|
98.3K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.35K+ 129.28% |
$22.7K - $27.2K
|
7.71K
$43K
|
|
|
Aug 14, 2024
Q2 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
17K+ 39.38% |
$88.7K - $106K
|
60.2K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
17.3KNew |
$90.2K - $108K
|
17.3K
$96.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-42.3K- 70.48% |
$221K - $265K
|
17.7K
$98.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.6KNew |
$91.9K - $110K
|
17.6K
$98.3K
|
|