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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
7.74KNew |
$37.8K - $47.3K
|
7.74K
$38.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
29KNew |
$142K - $177K
|
29K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.2KNew |
$133K - $166K
|
27.2K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.82K+ 36.99% |
$38.1K - $47.7K
|
28.9K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 40.5% |
$74.9K - $93.7K
|
53.2K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.81K- 27.37% |
$47.9K - $59.9K
|
26K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.1KNew |
$54.1K - $67.8K
|
11.1K
$55.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$4.88K - $6.11K
|
1K
$4.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.5KNew |
$105K - $132K
|
21.5K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 6.85% |
$83 - $104
|
265
$1.32K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$67K - $83K
|
14.4K
$71.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$73.7K - $91.3K
|
15.9K
$78.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.06K+ 24.85% |
$32.8K - $40.6K
|
35.5K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-14K- 36.48% |
$64.7K - $80.2K
|
24.3K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.33KNew |
$15.5K - $19.2K
|
3.33K
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.7KNew |
$91.6K - $113K
|
19.7K
$98.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
30.7KNew |
$143K - $177K
|
30.7K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.45K- 58.34% |
$25.3K - $31.4K
|
3.89K
$19.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
782New |
$3.63K - $4.5K
|
782
$3.89K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$51 - $63.3
|
11
$54.7
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 13.81% |
$153 - $190
|
206
$1.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.7K+ 27.07% |
$240K - $297K
|
243K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-164K- 90.78% |
$761K - $944K
|
16.7K
$82.8K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-3.3K- 71.74% |
$15.3K - $19K
|
1.3K
$6.46K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5KNew |
$6.96K - $8.63K
|
1.5K
$7.46K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10KNew |
$46.4K - $57.5K
|
10K
$49.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
55.9KNew |
$260K - $322K
|
55.9K
$278K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325+ 5.96% |
$1.7K - $2.03K
|
5.78K
$28.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
65.4KNew |
$342K - $409K
|
65.4K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-387K- 84.11% |
$2.02M - $2.42M
|
73.1K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
17K+ 39.38% |
$88.7K - $106K
|
60.2K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-900- 28.84% |
$4.7K - $5.63K
|
2.22K
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
17.3KNew |
$90.2K - $108K
|
17.3K
$85.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.6KNew |
$91.9K - $110K
|
17.6K
$87.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
101KNew |
$525K - $628K
|
101K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-886- 1.05% |
$4.62K - $5.54K
|
83.5K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-66.3K- 48.73% |
$346K - $414K
|
69.8K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8KNew |
$77.3K - $92.5K
|
14.8K
$73.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36.7K- 1.39% |
$191K - $229K
|
2.61M
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
11.9KNew |
$62.1K - $74.4K
|
11.9K
$59.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$261 - $313
|
50
$249
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
771+ 4.97% |
$4.02K - $4.82K
|
16.3K
$80.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 3.41% |
$9.88K - $11.8K
|
57.4K
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.9KNew |
$302K - $362K
|
57.9K
$288K
|
|
| Q1 2024 | |||||||
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$54.6K - $65.7K
|
10.7K
$53.2K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$60K - $72.3K
|
11.8K
$58.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.09K- 77.48% |
$5.54K - $6.67K
|
316
$1.57K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-82.2K- 77.12% |
$419K - $505K
|
24.4K
$121K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-80.1K- 77.77% |
$409K - $492K
|
22.9K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.7K- 46.54% |
$371K - $446K
|
83.5K
$415K
|
|