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, 2023
Q4 2022
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$167K - $207K
|
25.1K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 47.63% |
$93.9K - $116K
|
15.5K
$65.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.4KNew |
$69.1K - $85.4K
|
10.4K
$44.1K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
80New |
$533 - $658
|
80
$340
|
|
|
Jan 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-70K- 41.18% |
$466K - $576K
|
100K
$425K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-69.5KClosed |
$463K - $572K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
14.3KNew |
$70.7K - $122K
|
14.3K
$60.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.5K- 34.89% |
$62.1K - $107K
|
23.4K
$99.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.5KNew |
$116K - $200K
|
23.5K
$99.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1KNew |
$4.95K - $8.53K
|
1K
$4.25K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1.58KNew |
$7.8K - $13.4K
|
1.58K
$6.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-365KClosed |
$1.99M - $2.81M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-706Closed |
$3.85K - $5.43K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-1.1K- 8.87% |
$6.01K - $8.46K
|
11.3K
$48K
|
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
20.7K+ 67.52% |
$113K - $159K
|
51.3K
$218K
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-81.9K- 11.58% |
$447K - $630K
|
625K
$2.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-10.1K- 11.58% |
$54.9K - $77.3K
|
76.8K
$326K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-37.8KClosed |
$206K - $291K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6.99KClosed |
$38.2K - $53.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.74K- 92.21% |
$9.51K - $13.4K
|
147
$625
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46- 3.63% |
$238 - $363
|
1.22K
$5.19K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-70KClosed |
$363K - $552K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$6.22K - $9.47K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-508- 3.5% |
$2.63K - $4.01K
|
14K
$59.4K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-26.1KClosed |
$121K - $172K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-26.9KClosed |
$125K - $177K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-133KClosed |
$618K - $875K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolf Hill Capital Management, LP
New York, NY |
SELL
|
- |
-2.42KClosed |
$11.3K - $15.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-31.6KClosed |
$147K - $208K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
100New |
$365 - $572
|
100
$425
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-669K- 32.99% |
$2.44M - $3.83M
|
1.36M
$5.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12.8KClosed |
$46.7K - $73.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14KClosed |
$4.15K - $6.51K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-185KClosed |
$673K - $1.06M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.75KClosed |
$5.49K - $9.03K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-56.8KClosed |
$178K - $293K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-170KClosed |
$533K - $877K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-15.1KClosed |
$47.4K - $78K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-172KClosed |
$473K - $748K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 0.9% |
$24.8 - $39.2
|
1.01K
$4.29K
|
|
|
May 12, 2021
Q1 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-786Closed |
$2.16K - $3.42K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
SELL
|
- |
-1KClosed |
$2.75K - $4.35K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-390Closed |
$1.07K - $1.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-203Closed |
$434 - $639
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1.1KClosed |
$2.35K - $3.47K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.34KClosed |
$5.24K - $6.85K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Royce & Associates LP
|
SELL
|
- |
-11.7KClosed |
$26.2K - $34.3K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
$53.5K - $69.9K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-19.5KClosed |
$43.8K - $57.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-20KClosed |
$44.6K - $64K
|
0
$0
|
|