Institutional Ownership Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $80.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,608,605
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,767,188
shares
|
$7.95 Million
2.86% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,583,218
shares
|
$7.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,512,917
shares
|
$6.81 Million
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
1,319,742
shares
|
$5.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,096,297
shares
|
$4.93 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,067,070
shares
|
$4.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
828,396
shares
|
$3.73 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
749,442
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
740,799
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
678,674
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
670,155
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
609,037
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
357,933
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
348,771
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
314,510
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
305,012
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
297,782
shares
|
$1.34 Million
0.8% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,567
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
222,317
shares
|
$1 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
194,468
shares
|
$875,106
0.59% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
140,200
shares
|
$630,900
0.02% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
139,715
shares
|
$628,717
0.0% of portfolio
|
Q1 2025
Added 24.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
104,920
shares
|
$472,140
0.01% of portfolio
|
Q1 2025
Added 142.8%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
89,280
shares
|
$401,760
0.0% of portfolio
|
Q1 2025
Added 0.85%
|