Latest Institutional Purchases of Evolution Petroleum Corp (EPM)
This list provides information on the latest institutional transactions involving Evolution Petroleum Corp (EPM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
224KNew |
$1.04M - $1.22M
|
224K
$952K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
136KNew |
$632K - $743K
|
136K
$578K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
122K+ 14.28% |
$568K - $668K
|
978K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
88.6K+ 23.24% |
$412K - $485K
|
470K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
62.7K+ 15.37% |
$292K - $343K
|
470K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.5K+ 8.18% |
$225K - $265K
|
641K
$2.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
46.3KNew |
$215K - $253K
|
46.3K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
44.3K+ 107.6% |
$206K - $242K
|
85.4K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.6K+ 65.0% |
$194K - $228K
|
106K
$449K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39.2K+ 6.22% |
$182K - $214K
|
669K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 79.32% |
$130K - $153K
|
63.4K
$270K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
24.8KNew |
$115K - $136K
|
24.8K
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.8K+ 152.37% |
$92.3K - $109K
|
32.9K
$140K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
19.7K+ 20.21% |
$91.4K - $108K
|
117K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.2KNew |
$84.8K - $99.8K
|
18.2K
$77.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
17.7K+ 90.31% |
$82.3K - $96.8K
|
37.3K
$159K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
16.9K+ 51.38% |
$78.6K - $92.4K
|
49.8K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.4KNew |
$57.8K - $68K
|
12.4K
$52.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11.8KNew |
$55K - $64.7K
|
11.8K
$50.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11KNew |
$51K - $60K
|
11K
$46.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8.18K+ 80.47% |
$38.1K - $44.8K
|
18.4K
$78K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
7.06K+ 29.96% |
$32.8K - $38.6K
|
30.6K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.21K+ 893.96% |
$28.9K - $34K
|
6.91K
$29.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
5.83K+ 37.86% |
$27.1K - $31.9K
|
21.2K
$90.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.66K+ 1.21% |
$26.3K - $30.9K
|
474K
$2.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.1K+ 0.32% |
$23.7K - $27.9K
|
1.6M
$6.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
3.9KNew |
$18.1K - $21.3K
|
3.9K
$16.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.09K+ 0.99% |
$14.4K - $16.9K
|
315K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.39K+ 10.34% |
$11.1K - $13.1K
|
25.5K
$108K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.13K+ 212.97% |
$9.92K - $11.7K
|
3.14K
$13.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2K+ 8.85% |
$9.3K - $10.9K
|
24.6K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.94KNew |
$9.03K - $10.6K
|
1.94K
$8.25K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.72KNew |
$8.02K - $9.43K
|
1.72K
$7.33K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 6.71% |
$7.82K - $9.2K
|
26.7K
$114K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 0.49% |
$7.24K - $8.52K
|
317K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 3.92% |
$5.09K - $5.99K
|
29K
$123K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.07KNew |
$4.97K - $5.85K
|
1.07K
$4.54K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
577+ 81.04% |
$2.68K - $3.16K
|
1.29K
$5.48K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
567+ 0.59% |
$2.64K - $3.1K
|
96.8K
$411K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
505+ 6.27% |
$2.35K - $2.76K
|
8.56K
$36.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
165+ 1.0% |
$767 - $903
|
16.7K
$71.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
157+ 94.58% |
$730 - $859
|
323
$1.37K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
152New |
$707 - $831
|
152
$646
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
138New |
$642 - $755
|
138
$587
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123+ 1366.67% |
$572 - $673
|
132
$561
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
107+ 65.24% |
$498 - $585
|
271
$1.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
68+ 0.01% |
$316 - $372
|
728K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67+ 2.5% |
$312 - $366
|
2.75K
$11.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 27.18% |
$260 - $306
|
262
$1.11K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 4.33% |
$121 - $142
|
626
$2.66K
|
|