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 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14KClosed |
$4.15K - $6.51K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
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
$5.63K
|
|
|
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
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.26KClosed |
$2.81K - $4.04K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-22.6KClosed |
$50.3K - $72.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-257Closed |
$573 - $822
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-60.4KClosed |
$135K - $193K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-61Closed |
$132 - $343
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-16.3KClosed |
$35.2K - $91.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-350Closed |
$756 - $1.97K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-350Closed |
$756 - $1.97K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-82.5KClosed |
$178K - $464K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Denali Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$32.6K - $84.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$10.7K - $12.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.4KClosed |
$124K - $143K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-200Closed |
$1.02K - $1.17K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-113KClosed |
$573K - $661K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-30KClosed |
$152K - $176K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-102KClosed |
$520K - $600K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Community Bank, N.A.
|
SELL
|
- |
-200Closed |
$1.02K - $1.17K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2KClosed |
$10.2K - $11.7K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Opus Capital Group, LLC
|
SELL
|
- |
-19.9KClosed |
$101K - $117K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-230Closed |
$1.17K - $1.35K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4KClosed |
$22.2K - $28.2K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Argent Capital Management LLC
|
SELL
|
- |
-237KClosed |
$1.32M - $1.67M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-28.6KClosed |
$158K - $201K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-1.04KClosed |
$5.77K - $7.32K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-86.1KClosed |
$516K - $628K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$67.9K - $80K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-168KClosed |
$1.14M - $1.34M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.06KClosed |
$13.9K - $16.4K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.1KClosed |
$95.2K - $112K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Cavalier Investments, LLC
|
SELL
|
- |
-46KClosed |
$311K - $366K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10KClosed |
$67.5K - $79.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.5KNew |
$33.9K - $67.8K
|
5.5K
$30.7K
|
|