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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
101KNew |
$525K - $628K
|
101K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-387K- 84.11% |
$2.02M - $2.42M
|
73.1K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-66.3K- 48.73% |
$346K - $414K
|
69.8K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-886- 1.05% |
$4.62K - $5.54K
|
83.5K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-11.6K- 18.31% |
$60.5K - $72.4K
|
51.7K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8KNew |
$77.3K - $92.5K
|
14.8K
$82.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36.7K- 1.39% |
$191K - $229K
|
2.61M
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
11.9KNew |
$62.1K - $74.4K
|
11.9K
$66.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.08K+ 6.08% |
$26.5K - $31.7K
|
88.5K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.2KNew |
$84.8K - $102K
|
16.2K
$90.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
107KNew |
$561K - $671K
|
107K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$261 - $313
|
50
$279
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
771+ 4.97% |
$4.02K - $4.82K
|
16.3K
$90.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 3.41% |
$9.88K - $11.8K
|
57.4K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
65.1K+ 5.18% |
$340K - $407K
|
1.32M
$7.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.9KNew |
$302K - $362K
|
57.9K
$323K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$54.6K - $65.7K
|
10.7K
$59.7K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$60K - $72.3K
|
11.8K
$65.7K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
47.4KNew |
$242K - $291K
|
47.4K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.7K- 46.54% |
$371K - $446K
|
83.5K
$466K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-80.1K- 77.77% |
$409K - $492K
|
22.9K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-82.2K- 77.12% |
$419K - $505K
|
24.4K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.09K- 77.48% |
$5.54K - $6.67K
|
316
$1.76K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-12- 0.69% |
$61.2 - $73.7
|
1.72K
$9.62K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
781+ 388.56% |
$3.98K - $4.8K
|
982
$5.48K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-66.1K- 64.21% |
$337K - $406K
|
36.9K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-5.5K- 8.84% |
$28K - $33.8K
|
56.7K
$316K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.07K+ 75.27% |
$46.2K - $55.7K
|
21.1K
$118K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-132- 0.86% |
$673 - $810
|
15.3K
$85.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250New |
$1.28K - $1.54K
|
250
$1.4K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.5KNew |
$84.4K - $102K
|
16.5K
$92.3K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.2KNew |
$52K - $62.6K
|
10.2K
$56.9K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 100.0% |
$76.5 - $92.1
|
30
$167
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$61.1K - $73.6K
|
12K
$66.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$30.6 - $36.8
|
6
$33.5
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8KNew |
$40.8K - $49.1K
|
8K
$44.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.65K- 10.49% |
$8.41K - $10.1K
|
14.1K
$78.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.4K- 76.18% |
$17.4K - $20.9K
|
1.06K
$5.94K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
190New |
$969 - $1.17K
|
190
$1.06K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-700- 87.5% |
$3.57K - $4.3K
|
100
$558
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
94+ 154.1% |
$479 - $577
|
155
$865
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
524KNew |
$2.98M - $3.45M
|
524K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
24.1K+ 116.34% |
$137K - $159K
|
44.9K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.5K- 52.52% |
$93.6K - $108K
|
14.9K
$83.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.4KNew |
$53.4K - $61.9K
|
9.4K
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.03K- 5.4% |
$11.5K - $13.3K
|
35.5K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3K+ 17.75% |
$17K - $19.7K
|
19.9K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.2KNew |
$86.2K - $99.9K
|
15.2K
$84.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 2.25% |
$22.7 - $26.3
|
182
$1.02K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-18.5K- 33.16% |
$105K - $122K
|
37.4K
$209K
|
|